|
1
|
Focus Partners Wealth
Boston,
Massachusetts
|
US$10.8億
|
-US$1141萬
|
-413,813
|
-1%
|
|
|
2
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
US$6.16億
|
+US$2664萬
|
+966,354
|
+5%
|
|
|
3
|
Squire Investment Management Company
Orem,
Utah
|
US$5010萬
|
+US$25.7萬
|
+9,321
|
+0.5%
|
|
|
4
|
KEB Asset Management
Springfield,
Illinois
|
US$4677萬
|
-US$39.2萬
|
-14,208
|
-0.9%
|
|
|
5
|
Kaufman Rossin Wealth
Miami,
Florida
|
US$4051萬
|
+US$364萬
|
+131,854
|
+10%
|
|
|
6
|
Claris Advisors
St. Louis,
Missouri
|
US$3542萬
|
-US$26.1萬
|
-9,462
|
-0.8%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
US$3356萬
|
-US$4.57萬
|
-1,656
|
-0.1%
|
|
|
8
|
AQR Capital Management
Greenwich,
Connecticut
|
US$2894萬
|
+US$528萬
|
+191,692
|
+24%
|
|
|
9
|
Peirce Capital Management
The Woodlands,
Texas
|
US$2840萬
|
-US$2328萬
|
-844,545
|
-46%
|
|
|
10
|
Friday Financial
Dubuque,
Iowa
|
US$2329萬
|
+US$109萬
|
+39,431
|
+5%
|
|
|
11
|
Brady Martz Wealth Solutions
Grand Forks,
North Dakota
|
US$2277萬
|
+US$2.77萬
|
+1,006
|
+0.1%
|
|
|
12
|
Capstone Wealth Management (Alabama)
Tuscaloosa,
Alabama
|
US$2077萬
|
-US$18.5萬
|
-6,719
|
-0.9%
|
|
|
13
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
US$1968萬
|
+US$73.8萬
|
+26,773
|
+4%
|
|
|
14
|
Gibson Capital
Wexford,
Pennsylvania
|
US$1916萬
|
+US$93.6萬
|
+33,940
|
+5%
|
|
|
15
|
HMV Wealth Advisors
Shreveport,
Louisiana
|
US$1888萬
|
+US$303萬
|
+109,755
|
+20%
|
|
|
16
|
Forum Financial Management
Lombard,
Illinois
|
US$1852萬
|
-US$31.7萬
|
-11,500
|
-2%
|
|
|
17
|
HBE Wealth Management
Lincoln,
Nebraska
|
US$1813萬
|
+US$5.89萬
|
+2,138
|
+0.3%
|
|
|
18
|
Vistica Wealth Advisors
Carlsbad,
California
|
US$1761萬
|
+US$71.8萬
|
+26,052
|
+5%
|
|
|
19
|
Benningfield Financial Advisors
San Francisco,
California
|
US$1497萬
|
-US$26.3萬
|
-9,551
|
-2%
|
|
|
20
|
Dopkins Wealth Management
Williamsville,
New York
|
US$1159萬
|
-US$2.28萬
|
-826
|
-0.2%
|
|
|
21
|
JDH Wealth Management
Santa Rosa,
California
|
US$1022萬
|
-US$69.5萬
|
-25,227
|
-7%
|
|
|
22
|
Lauterbach Financial Advisors
El Paso,
Texas
|
US$959萬
|
-US$16.3萬
|
-5,927
|
-2%
|
|
|
23
|
Delap Wealth Advisory
Lake Oswego,
Oregon
|
US$797萬
|
+US$13.6萬
|
+4,918
|
+2%
|
|
|
24
|
Cogent Strategic Wealth
Chicago,
Illinois
|
US$743萬
|
-US$16.3萬
|
-5,917
|
-2%
|
|
|
25
|
Evanson Financial
Mclean,
Virginia
|
US$743萬
|
+US$702萬
|
+254,549
|
新
|
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