|
1
|
MASECO Private Wealth
London,
|
US$9499萬
|
+US$390萬
|
+83,603
|
+4%
|
|
|
2
|
Verus Financial Partners
Richmond,
Virginia
|
US$6326萬
|
+US$11.3萬
|
+2,432
|
+0.2%
|
|
|
3
|
Financial Plan Inc
Bellingham,
Washington
|
US$4316萬
|
+US$352萬
|
+75,458
|
+9%
|
|
|
4
|
Savant Capital
Rockford,
Illinois
|
US$4071萬
|
-US$4150萬
|
-889,750
|
-50%
|
|
|
5
|
Simplicity Wealth
Summit,
New Jersey
|
US$3453萬
|
+US$45.6萬
|
+9,778
|
+1%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
US$2739萬
|
-US$329萬
|
-70,571
|
-11%
|
|
|
7
|
Creative Planning
Overland Park,
Kansas
|
US$1937萬
|
+US$77萬
|
+16,501
|
+4%
|
|
|
8
|
Pacific Life Fund Advisors
Newport Beach,
California
|
US$1560萬
|
+US$105萬
|
+22,596
|
+7%
|
|
|
9
|
Park Avenue Securities
New York
|
US$1409萬
|
+US$148萬
|
+31,701
|
+12%
|
|
|
10
|
Allworth Financial
Folsom,
California
|
US$1078萬
|
+US$236萬
|
+50,652
|
+28%
|
|
|
11
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
US$1033萬
|
+US$91.7萬
|
+19,653
|
+10%
|
|
|
12
|
Fort Vancouver Investment Management
Vancouver,
Washington
|
US$971萬
|
+US$145萬
|
+31,096
|
+18%
|
|
|
13
|
Ferguson Johnson Wealth Management
Rockville,
Maryland
|
US$923萬
|
+US$30.7萬
|
+6,585
|
+3%
|
|
|
14
|
Raymond James Financial
St Petersburg,
Florida
|
US$908萬
|
+US$604萬
|
+129,397
|
+197%
|
|
|
15
|
Mattern Wealth Management
Lawrence,
Kansas
|
US$894萬
|
-US$62.2萬
|
-13,329
|
-6%
|
|
|
16
|
|
US$863萬
|
+US$654萬
|
+140,249
|
+312%
|
|
|
17
|
Strategic Blueprint
Atlanta,
Georgia
|
US$787萬
|
+US$24.9萬
|
+5,330
|
+3%
|
|
|
18
|
LPL Financial
San Diego,
California
|
US$754萬
|
-US$3364萬
|
-721,298
|
-82%
|
|
|
19
|
American Century Companies
Kansas City,
Missouri
|
US$680萬
|
+US$74.7萬
|
+16,008
|
+12%
|
|
|
20
|
Allodium Investment Consultants
Minneapolis,
Minnesota
|
US$464萬
|
+US$47.9萬
|
+10,269
|
+11%
|
|
|
21
|
McCartney Wealth Management
Clayton,
Missouri
|
US$452萬
|
+US$18.7萬
|
+4,010
|
+4%
|
|
|
22
|
Corient Private Wealth
Miami,
Florida
|
US$432萬
|
+US$43.7萬
|
+9,376
|
+11%
|
|
|
23
|
Maimon Wealth Management
Ra'anana,
Israel
|
US$413萬
|
+US$42.9萬
|
+9,200
|
+12%
|
|
|
24
|
Endeavor Private Wealth
Topeka,
Kansas
|
US$401萬
|
+US$59.9萬
|
+12,850
|
+18%
|
|
|
25
|
Plancorp LLC
Saint Louis,
Missouri
|
US$397萬
|
–
|
–
|
–
|
|
