|
1
|
Crestwood Advisors Group
Boston,
Massachusetts
|
US$1.38億
|
+US$738萬
|
+162,155
|
+6%
|
|
|
2
|
Novare Capital Management
Charlotte,
North Carolina
|
US$3475萬
|
-US$240萬
|
-52,659
|
-7%
|
|
|
3
|
Watchman Group
Plano,
Texas
|
US$3460萬
|
+US$132萬
|
+29,007
|
+4%
|
|
|
4
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
US$3313萬
|
+US$47.7萬
|
+10,479
|
+1%
|
|
|
5
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
US$3110萬
|
+US$257萬
|
+56,451
|
+9%
|
|
|
6
|
|
US$2406萬
|
+US$865萬
|
+189,877
|
+57%
|
|
|
7
|
Fulton Bank
Lancaster,
Pennsylvania
|
US$2075萬
|
+US$421萬
|
+92,522
|
+26%
|
|
|
8
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
US$1966萬
|
-US$345萬
|
-75,690
|
-15%
|
|
|
9
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
US$1926萬
|
+US$1896萬
|
+416,432
|
新
|
|
|
10
|
Acima Private Wealth
Richmond,
Virginia
|
US$1447萬
|
+US$158萬
|
+34,657
|
+12%
|
|
|
11
|
Clarion Wealth Managment Partners
Fairfax,
Virginia
|
US$1323萬
|
+US$157萬
|
+34,488
|
+14%
|
|
|
12
|
Old Port Advisors
Portland,
Maine
|
US$1256萬
|
+US$106萬
|
+23,198
|
+9%
|
|
|
13
|
|
US$1127萬
|
+US$3.23萬
|
+710
|
+0.3%
|
|
|
14
|
Fortem Financial Group
Palm Desert,
California
|
US$1010萬
|
+US$18.6萬
|
+4,076
|
+2%
|
|
|
15
|
Gibraltar Capital Management
Tulsa,
Oklahoma
|
US$933萬
|
+US$69.5萬
|
+15,262
|
+8%
|
|
|
16
|
Atwood & Palmer
Kansas City,
Missouri
|
US$824萬
|
-US$119萬
|
-26,216
|
-13%
|
|
|
17
|
MML Investors Services
Springfield,
Massachusetts
|
US$611萬
|
+US$112萬
|
+24,601
|
+23%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
US$609萬
|
+US$11.8萬
|
+2,600
|
+2%
|
|
|
19
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
US$552萬
|
-US$157萬
|
-34,481
|
-22%
|
|
|
20
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
US$509萬
|
+US$502萬
|
+110,158
|
新
|
|
|
21
|
Farther Finance Advisors
San Francisco,
California
|
US$427萬
|
+US$10.4萬
|
+2,290
|
+3%
|
|
|
22
|
Atlantic Edge Private Wealth Management
Jacksonville,
Florida
|
US$386萬
|
-US$2.94萬
|
-645
|
-0.8%
|
|
|
23
|
Advisory Services Network
Atlanta,
Georgia
|
US$341萬
|
-US$15.5萬
|
-3,393
|
-4%
|
|
|
24
|
Applied Finance Capital Management
San Juan,
Puerto Rico
|
US$325萬
|
–
|
–
|
–
|
|
|
25
|
LPL Financial
San Diego,
California
|
US$225萬
|
+US$31.5萬
|
+6,923
|
+17%
|
|
