|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
US$4181萬
|
+US$238萬
|
+51,342
|
+6%
|
|
|
2
|
Beaird Harris Wealth Management
Dallas,
Texas
|
US$793萬
|
-US$65萬
|
-14,042
|
-8%
|
|
|
3
|
Plancorp LLC
Saint Louis,
Missouri
|
US$669萬
|
–
|
–
|
–
|
|
|
4
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
US$618萬
|
+US$106萬
|
+23,000
|
+21%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
US$376萬
|
-US$2.61萬
|
-564
|
-0.7%
|
|
|
6
|
LPL Financial
San Diego,
California
|
US$332萬
|
+US$8.7萬
|
+1,881
|
+3%
|
|
|
7
|
Savant Capital
Rockford,
Illinois
|
US$322萬
|
-US$10.4萬
|
-2,249
|
-3%
|
|
|
8
|
Tortoise Investment Management
White Plains,
New York
|
US$319萬
|
+US$22.8萬
|
+4,924
|
+8%
|
|
|
9
|
Align Financial
Hermantown,
Minnesota
|
US$281萬
|
+US$1.2萬
|
+260
|
+0.4%
|
|
|
10
|
Axxcess Wealth Management
Carlsbad,
California
|
US$250萬
|
+US$248萬
|
+53,579
|
新
|
|
|
11
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
US$244萬
|
+US$2.7萬
|
+583
|
+1%
|
|
|
12
|
EJMK Ventures
Itasca,
Illinois
|
US$218萬
|
+US$68.7萬
|
+14,855
|
+46%
|
|
|
13
|
Financial Engines Advisors
Santa Clara,
California
|
US$207萬
|
-US$4.42萬
|
-956
|
-2%
|
|
|
14
|
IHT Wealth Management
Chicago,
Illinois
|
US$200萬
|
+US$199萬
|
+42,956
|
新
|
|
|
15
|
L.K. Benson & Company
Baltimore,
Maryland
|
US$108萬
|
-US$6.26萬
|
-1,353
|
-5%
|
|
|
16
|
NewEdge Advisors
New Orleans,
Louisiana
|
US$96.5萬
|
+US$8,006
|
+173
|
+0.8%
|
|
|
17
|
MML Investors Services
Springfield,
Massachusetts
|
US$84.7萬
|
+US$57.8萬
|
+12,491
|
+220%
|
|
|
18
|
Landmark Wealth Management (New York)
Melville,
New York
|
US$80.6萬
|
+US$5,183
|
+112
|
+0.7%
|
|
|
19
|
Mattern Wealth Management
Lawrence,
Kansas
|
US$62.6萬
|
–
|
–
|
–
|
|
|
20
|
Crews Bank & Trust
Wauchula,
Florida
|
US$62.3萬
|
–
|
–
|
–
|
|
|
21
|
Action Point Financial Planning
Grand Rapids,
Michigan
|
US$61.7萬
|
+US$3.89萬
|
+840
|
+7%
|
|
|
22
|
Financial Plan Inc
Bellingham,
Washington
|
US$54.6萬
|
+US$6,062
|
+131
|
+1%
|
|
|
23
|
Mutual Advisors
Omaha,
Nebraska
|
US$44.9萬
|
–
|
–
|
–
|
|
|
24
|
|
US$41.1萬
|
+US$40.9萬
|
+8,844
|
新
|
|
|
25
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
US$36.3萬
|
–
|
–
|
–
|
|
