|
1
|
|
US$7418萬
|
+US$872萬
|
+277,775
|
+13%
|
|
|
2
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
US$6233萬
|
+US$805萬
|
+256,519
|
+14%
|
|
|
3
|
Unique Wealth
Clearwater,
Florida
|
US$590萬
|
+US$69.6萬
|
+22,155
|
+13%
|
|
|
4
|
Centerline Wealth Advisors
Louisville,
Kentucky
|
US$461萬
|
+US$22.2萬
|
+7,062
|
+5%
|
|
|
5
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
US$346萬
|
-US$7068萬
|
-2,251,092
|
-95%
|
|
|
6
|
Storen Legacy Partners
Zionsville,
Indiana
|
US$315萬
|
+US$41.8萬
|
+13,308
|
+15%
|
|
|
7
|
OpenArc Corporate Advisory
Atlanta,
Georgia
|
US$309萬
|
+US$93.7萬
|
+29,859
|
+41%
|
|
|
8
|
Tradition Wealth Management
Edina,
Minnesota
|
US$214萬
|
+US$3.01萬
|
+960
|
+1%
|
|
|
9
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
US$132萬
|
+US$10.9萬
|
+3,461
|
+9%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
US$67.9萬
|
+US$70.8萬
|
+22,550
|
新
|
|
|
11
|
LPL Financial
San Diego,
California
|
US$62萬
|
+US$6.72萬
|
+2,140
|
+12%
|
|
|
12
|
|
US$47.6萬
|
+US$49.7萬
|
+15,815
|
新
|
|
|
13
|
Citadel Advisors
Miami,
Florida
|
US$43.7萬
|
+US$45.6萬
|
+14,531
|
新
|
|
|
14
|
Fairvoy Private Wealth
Birmingham,
Alabama
|
US$36.1萬
|
+US$5.24萬
|
+1,670
|
+16%
|
|
|
15
|
PUREfi Wealth
Boston,
Massachusetts
|
US$29.2萬
|
-US$1.08萬
|
-344
|
-3%
|
|
|
16
|
Quotient Wealth Partners
Dallas,
Texas
|
US$28萬
|
+US$2.98萬
|
+950
|
+11%
|
|
|
17
|
Geneos Wealth Management
Englewood,
Colorado
|
US$22.2萬
|
–
|
–
|
–
|
|
|
18
|
Global Retirement Partners
San Rafael,
California
|
US$6.21萬
|
+US$6.48萬
|
+2,065
|
新
|
|
|
19
|
|
US$1.91萬
|
–
|
–
|
–
|
|
|
20
|
CoreCap Advisors
Southfield,
Michigan
|
US$1,144
|
–
|
–
|
–
|
|
|
21
|
Farther Finance Advisors
San Francisco,
California
|
US$1,088
|
–
|
–
|
–
|
|
|
22
|
|
–
|
-US$60萬
|
-19,206
|
已平倉
|
|
|
23
|
TritonPoint Partners
Chevy Chase,
Maryland
|
–
|
-US$25.1萬
|
-8,050
|
已平倉
|
|
