|
1
|
Cogent Private Wealth
Orlando,
Florida
|
US$1058萬
|
+US$247萬
|
+34,466
|
+31%
|
|
|
2
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
US$662萬
|
-US$2,934
|
-41
|
-0%
|
|
|
3
|
LPL Financial
San Diego,
California
|
US$232萬
|
-US$28.2萬
|
-3,944
|
-11%
|
|
|
4
|
Crosspoint Financial
Tustin,
California
|
US$125萬
|
-US$28.4萬
|
-3,970
|
-19%
|
|
|
5
|
Diversify Wealth Management
Sandy,
Utah
|
US$119萬
|
+US$9.7萬
|
+1,351
|
+9%
|
|
|
6
|
Diversify Advisory Services
Sandy,
Utah
|
US$119萬
|
+US$117萬
|
+16,395
|
新
|
|
|
7
|
Vawter Financial
Columbus,
Ohio
|
US$114萬
|
+US$1.7萬
|
+238
|
+2%
|
|
|
8
|
Integrity Wealth Solutions
Denver,
Colorado
|
US$109萬
|
+US$11.4萬
|
+1,588
|
+12%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
US$100萬
|
+US$25.4萬
|
+3,555
|
+35%
|
|
|
10
|
Versant Capital Management
Phoenix,
Arizona
|
US$80.1萬
|
-US$23.8萬
|
-3,325
|
-23%
|
|
|
11
|
OceanIQ Capital
Palo Alto,
California
|
US$52.3萬
|
+US$50.7萬
|
+7,084
|
新
|
|
|
12
|
Plancorp LLC
Saint Louis,
Missouri
|
US$28.6萬
|
+US$1.43萬
|
+200
|
+5%
|
|
|
13
|
Arlington Financial Advisors
Santa Barbara,
California
|
US$27.2萬
|
+US$3,935
|
+55
|
+1%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
US$27萬
|
+US$1.1萬
|
+154
|
+4%
|
|
|
15
|
Marrick Wealth
Irvine,
California
|
US$24.9萬
|
+US$24.5萬
|
+3,418
|
新
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
US$24.5萬
|
-US$1,574
|
-22
|
-0.6%
|
|
|
17
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
US$22.7萬
|
-US$1.45萬
|
-203
|
-6%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
US$21.5萬
|
+US$21.1萬
|
+2,951
|
新
|
|
|
19
|
Integrated Advisors Network
Dallas,
Texas
|
US$20.7萬
|
+US$20.3萬
|
+2,837
|
新
|
|
|
20
|
Robinswood Financial
Kirkland,
Washington
|
US$7.93萬
|
+US$4.9萬
|
+685
|
+170%
|
|
|
21
|
Farther Finance Advisors
San Francisco,
California
|
US$4.37萬
|
–
|
–
|
–
|
|
|
22
|
Mosley Wealth Management
Anaheim,
California
|
US$3.93萬
|
+US$3.86萬
|
+539
|
新
|
|
|
23
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
US$2.23萬
|
+US$143
|
+2
|
+0.7%
|
|
|
24
|
Harbour Investments
Madison,
Wisconsin
|
US$3,936
|
+US$3,864
|
+54
|
新
|
|
|
25
|
|
US$3,526
|
+US$3,506
|
+49
|
新
|
|
