|
1
|
Focus Partners Wealth
Boston,
Massachusetts
|
US$8807萬
|
-US$537萬
|
-208,934
|
-6%
|
|
|
2
|
HighTower Advisors
Chicago,
Illinois
|
US$7124萬
|
+US$73.4萬
|
+28,547
|
+1%
|
|
|
3
|
Root Financial Partners
Encinitas,
California
|
US$6085萬
|
+US$536萬
|
+208,525
|
+10%
|
|
|
4
|
Vise Technologies
New York
|
US$5733萬
|
+US$1272萬
|
+495,017
|
+29%
|
|
|
5
|
Prudential Financial
Newark,
New Jersey
|
US$5263萬
|
-US$485萬
|
-188,850
|
-9%
|
|
|
6
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
US$4696萬
|
-US$1887萬
|
-734,130
|
-29%
|
|
|
7
|
RAM Investment Partners
Bellevue,
Washington
|
US$3811萬
|
+US$74.6萬
|
+29,040
|
+2%
|
|
|
8
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
US$3808萬
|
+US$28萬
|
+10,888
|
+0.8%
|
|
|
9
|
Savant Capital
Rockford,
Illinois
|
US$3153萬
|
+US$1237萬
|
+481,443
|
+68%
|
|
|
10
|
Great Oak Capital Partners
South Easton,
Massachusetts
|
US$2869萬
|
+US$66.4萬
|
+25,839
|
+2%
|
|
|
11
|
Rather & Kittrell
Knoxville,
Tennessee
|
US$2639萬
|
+US$10.3萬
|
+4,015
|
+0.4%
|
|
|
12
|
Beacon Pointe Advisors
Newport Beach,
California
|
US$2450萬
|
+US$21.4萬
|
+8,322
|
+0.9%
|
|
|
13
|
Sequoia Financial Advisors
Akron,
Ohio
|
US$1982萬
|
+US$130萬
|
+50,748
|
+7%
|
|
|
14
|
Burton Enright Welch
Walnut Creek,
California
|
US$1963萬
|
+US$134萬
|
+52,294
|
+7%
|
|
|
15
|
Wealth Dimensions Group
Cincinnati,
Ohio
|
US$1878萬
|
+US$35.7萬
|
+13,908
|
+2%
|
|
|
16
|
Phillips Financial Management
Fort Wayne,
Indiana
|
US$1719萬
|
-US$97.4萬
|
-37,903
|
-5%
|
|
|
17
|
United Wealth Management
Charlottesville,
Virginia
|
US$1571萬
|
+US$14.8萬
|
+5,746
|
+1%
|
|
|
18
|
North Berkeley Wealth Management
Berkeley,
California
|
US$1551萬
|
+US$441萬
|
+171,714
|
+41%
|
|
|
19
|
Fidato Wealth
Middleburg Heights,
Ohio
|
US$1422萬
|
+US$28.8萬
|
+11,218
|
+2%
|
|
|
20
|
LRI Investments
Palm Beach Gardens,
Florida
|
US$1358萬
|
+US$145萬
|
+56,607
|
+12%
|
|
|
21
|
Core Wealth Management
Jupiter,
Florida
|
US$1320萬
|
+US$49.4萬
|
+19,231
|
+4%
|
|
|
22
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
US$1313萬
|
+US$119萬
|
+46,296
|
+10%
|
|
|
23
|
Pathstone Holdings
Englewood,
New Jersey
|
US$1231萬
|
-US$101萬
|
-39,444
|
-8%
|
|
|
24
|
Concurrent Investment Advisors
Tampa,
Florida
|
US$1229萬
|
+US$59.2萬
|
+23,030
|
+5%
|
|
|
25
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
US$1181萬
|
+US$58.5萬
|
+22,764
|
+5%
|
|
