|
1
|
Abacus Wealth Partners
Santa Monica,
California
|
US$1.26億
|
-US$1782萬
|
-1,594,369
|
-13%
|
|
|
2
|
Brighton Jones LLC
Seattle,
Washington
|
US$4403萬
|
+US$216萬
|
+193,654
|
+5%
|
|
|
3
|
Focus Partners Wealth
Boston,
Massachusetts
|
US$3774萬
|
-US$249萬
|
-222,564
|
-6%
|
|
|
4
|
Fidelity Investments
Boston,
Massachusetts
|
US$2278萬
|
+US$551萬
|
+492,777
|
+33%
|
|
|
5
|
First Pacific Financial
Vancouver,
Washington
|
US$1732萬
|
+US$7.79萬
|
+6,970
|
+0.5%
|
|
|
6
|
Wealthspire Advisors (New York)
New York
|
US$1726萬
|
+US$1695萬
|
+1,516,164
|
新
|
|
|
7
|
Forum Financial Management
Lombard,
Illinois
|
US$1543萬
|
+US$33.9萬
|
+30,351
|
+2%
|
|
|
8
|
Savant Capital
Rockford,
Illinois
|
US$1226萬
|
+US$689萬
|
+616,329
|
+122%
|
|
|
9
|
PFG Investments
Woodbury,
New York
|
US$1028萬
|
-US$18.4萬
|
-16,493
|
-2%
|
|
|
10
|
Natural Investments
Windsor,
California
|
US$1003萬
|
+US$76.8萬
|
+68,736
|
+8%
|
|
|
11
|
SOA Wealth Advisors
New York
|
US$713萬
|
+US$96萬
|
+85,898
|
+16%
|
|
|
12
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
US$711萬
|
+US$87.9萬
|
+78,653
|
+14%
|
|
|
13
|
Colorado Capital Management
Boulder,
Colorado
|
US$684萬
|
+US$11.5萬
|
+10,251
|
+2%
|
|
|
14
|
MASECO Private Wealth
London,
|
US$600萬
|
+US$29萬
|
+25,963
|
+5%
|
|
|
15
|
Mission Wealth Management
Santa Barbara,
California
|
US$565萬
|
-US$152萬
|
-135,611
|
-21%
|
|
|
16
|
North Berkeley Wealth Management
Berkeley,
California
|
US$520萬
|
-US$26.5萬
|
-23,694
|
-5%
|
|
|
17
|
Sand Hill Global Advisors
Palo Alto,
California
|
US$461萬
|
+US$8.83萬
|
+7,897
|
+2%
|
|
|
18
|
EP Wealth Advisors
Torrance,
California
|
US$419萬
|
+US$3.81萬
|
+3,407
|
+0.9%
|
|
|
19
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
US$380萬
|
+US$3萬
|
+2,686
|
+0.8%
|
|
|
20
|
HighTower Advisors
Chicago,
Illinois
|
US$367萬
|
-US$12.8萬
|
-11,427
|
-3%
|
|
|
21
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
US$361萬
|
-US$38.3萬
|
-34,288
|
-10%
|
|
|
22
|
Meritas Wealth Management
Larkspur,
California
|
US$297萬
|
+US$40萬
|
+35,776
|
+16%
|
|
|
23
|
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
|
US$295萬
|
+US$3.17萬
|
+2,839
|
+1%
|
|
|
24
|
Allodium Investment Consultants
Minneapolis,
Minnesota
|
US$293萬
|
+US$16.4萬
|
+14,695
|
+6%
|
|
|
25
|
Beacon Pointe Advisors
Newport Beach,
California
|
US$284萬
|
+US$6,864
|
+614
|
+0.2%
|
|
