|
1
|
Meredith Wealth Planning
Maryville,
Illinois
|
US$2946萬
|
+US$180萬
|
+18,652
|
+7%
|
|
|
2
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
US$2521萬
|
+US$238萬
|
+24,726
|
+11%
|
|
|
3
|
Greenspring Advisors
Towson,
Maryland
|
US$1639萬
|
-US$84.3萬
|
-8,756
|
-5%
|
|
|
4
|
GFG Capital
Miami,
Florida
|
US$1621萬
|
+US$1574萬
|
+163,602
|
新
|
|
|
5
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
US$1178萬
|
+US$314萬
|
+32,649
|
+38%
|
|
|
6
|
BIP Wealth
Atlanta,
Georgia
|
US$1157萬
|
+US$79.5萬
|
+8,261
|
+8%
|
|
|
7
|
AQR Capital Management
Greenwich,
Connecticut
|
US$1073萬
|
–
|
–
|
–
|
|
|
8
|
IEQ Capital
Foster City,
California
|
US$992萬
|
–
|
–
|
–
|
|
|
9
|
Nova R Wealth
Overland Park,
Kansas
|
US$949萬
|
-US$18.4萬
|
-1,915
|
-2%
|
|
|
10
|
LPL Financial
San Diego,
California
|
US$934萬
|
+US$44.3萬
|
+4,603
|
+5%
|
|
|
11
|
Index Fund Advisors
Irvine,
California
|
US$899萬
|
+US$38.5萬
|
+4,000
|
+5%
|
|
|
12
|
Paragon Advisors
College Station,
Texas
|
US$729萬
|
-US$7,507
|
-78
|
-0.1%
|
|
|
13
|
Pacific Asset Management
Gig Harbor,
Washington
|
US$713萬
|
-US$15.2萬
|
-1,579
|
-2%
|
|
|
14
|
Intelligent Financial Strategies
Excelsior,
Minnesota
|
US$639萬
|
-US$2.98萬
|
-310
|
-0.5%
|
|
|
15
|
FMB Wealth Management
Westlake Village,
California
|
US$615萬
|
+US$7,025
|
+73
|
+0.1%
|
|
|
16
|
Frankly Finances
Winter Park,
Florida
|
US$584萬
|
+US$56.8萬
|
+5,899
|
+11%
|
|
|
17
|
Sprinkle Financial Consultants
Littleton,
Colorado
|
US$570萬
|
+US$6.17萬
|
+641
|
+1%
|
|
|
18
|
Cogent Private Wealth
Orlando,
Florida
|
US$514萬
|
+US$186萬
|
+19,372
|
+60%
|
|
|
19
|
Cresset Asset Management
Chicago,
Illinois
|
US$512萬
|
+US$296萬
|
+30,780
|
+148%
|
|
|
20
|
Align Financial
Hermantown,
Minnesota
|
US$480萬
|
+US$38.2萬
|
+3,973
|
+9%
|
|
|
21
|
Hutchens & Kramer Investment Management Group
Carmel,
Indiana
|
US$475萬
|
+US$166萬
|
+17,279
|
+56%
|
|
|
22
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
US$450萬
|
+US$76萬
|
+7,896
|
+21%
|
|
|
23
|
B&D White Capital Company
Lakeway,
Texas
|
US$434萬
|
–
|
–
|
–
|
|
|
24
|
Fermata Advisors
Sonoma,
California
|
US$433萬
|
+US$5.99萬
|
+622
|
+1%
|
|
|
25
|
Corient Private Wealth
Miami,
Florida
|
US$404萬
|
+US$24.6萬
|
+2,554
|
+7%
|
|
