|
1
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
US$4101萬
|
+US$250萬
|
+117,249
|
+6%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
US$3497萬
|
+US$339萬
|
+159,062
|
+11%
|
|
|
3
|
AE Wealth Management
Topeka,
Kansas
|
US$2501萬
|
-US$171萬
|
-80,224
|
-6%
|
|
|
4
|
Park Edge Advisors
Cleveland,
Ohio
|
US$1631萬
|
+US$34.9萬
|
+16,351
|
+2%
|
|
|
5
|
Insight Wealth Strategies
San Ramon,
California
|
US$1601萬
|
+US$180萬
|
+84,230
|
+12%
|
|
|
6
|
Altiora Financial Group
Lebanon,
Ohio
|
US$1210萬
|
-US$695萬
|
-326,118
|
-36%
|
|
|
7
|
Principal Securities
Des Moines,
Iowa
|
US$913萬
|
+US$115萬
|
+54,012
|
+14%
|
|
|
8
|
Drive Wealth Management
Lehi,
Utah
|
US$792萬
|
-US$46萬
|
-21,587
|
-5%
|
|
|
9
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
US$789萬
|
+US$85.2萬
|
+39,946
|
+12%
|
|
|
10
|
LPL Financial
San Diego,
California
|
US$777萬
|
-US$466萬
|
-218,689
|
-37%
|
|
|
11
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
US$672萬
|
+US$68萬
|
+31,898
|
+11%
|
|
|
12
|
Meridian Wealth Management
Lexington,
Kentucky
|
US$665萬
|
+US$13.3萬
|
+6,223
|
+2%
|
|
|
13
|
Soltis Investment Advisors
St. George,
Utah
|
US$577萬
|
+US$215萬
|
+101,000
|
+59%
|
|
|
14
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
US$565萬
|
+US$54.9萬
|
+25,739
|
+11%
|
|
|
15
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
US$542萬
|
+US$178萬
|
+83,471
|
+48%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
US$528萬
|
+US$14.9萬
|
+6,973
|
+3%
|
|
|
17
|
SlateStone Wealth
Jupiter,
Florida
|
US$491萬
|
-US$2.03萬
|
-951
|
-0.4%
|
|
|
18
|
Adapt Wealth Advisors
Atlanta,
Georgia
|
US$425萬
|
-US$27.1萬
|
-12,701
|
-6%
|
|
|
19
|
Focus Partners Wealth
Boston,
Massachusetts
|
US$422萬
|
+US$7.42萬
|
+3,482
|
+2%
|
|
|
20
|
Security National Bank
Omaha,
Nebraska
|
US$366萬
|
-US$96萬
|
-45,020
|
-21%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
US$363萬
|
-US$37.1萬
|
-17,397
|
-9%
|
|
|
22
|
Fifth Third Securities
Cincinnati,
Ohio
|
US$349萬
|
+US$74.2萬
|
+34,788
|
+27%
|
|
|
23
|
Steward Partners Investment Advisory
New York
|
US$292萬
|
-US$10.1萬
|
-4,758
|
-3%
|
|
|
24
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
US$285萬
|
+US$134萬
|
+62,881
|
+87%
|
|
|
25
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
US$270萬
|
+US$6.34萬
|
+2,974
|
+2%
|
|
