|
1
|
Sequoia Financial Advisors
Akron,
Ohio
|
US$3.93億
|
+US$1140萬
|
+227,760
|
+3%
|
|
|
2
|
RVW Wealth
Los Angeles,
California
|
US$2.49億
|
+US$973萬
|
+194,465
|
+4%
|
|
|
3
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
US$2.36億
|
+US$696萬
|
+139,150
|
+3%
|
|
|
4
|
Sageworth Trust
Lancaster,
Pennsylvania
|
US$2.3億
|
-US$181萬
|
-36,157
|
-0.8%
|
|
|
5
|
Annex Advisory Services
Brookfield,
Wisconsin
|
US$2.25億
|
+US$3261萬
|
+651,616
|
+18%
|
|
|
6
|
Allworth Financial
Folsom,
California
|
US$2.04億
|
-US$150萬
|
-29,970
|
-0.8%
|
|
|
7
|
Aquire Wealth Advisors
South Jordan,
Utah
|
US$1.87億
|
+US$976萬
|
+195,004
|
+6%
|
|
|
8
|
Focus Partners Wealth
Boston,
Massachusetts
|
US$1.83億
|
+US$131萬
|
+26,220
|
+0.7%
|
|
|
9
|
MAI Capital Management
Independence,
Ohio
|
US$1.69億
|
+US$1.29億
|
+2,580,815
|
+370%
|
|
|
10
|
Mars Jewett Financial Group
Bellevue,
Washington
|
US$1.68億
|
+US$709萬
|
+141,690
|
+5%
|
|
|
11
|
Modera Wealth Management
Westwood,
New Jersey
|
US$1.62億
|
-US$426萬
|
-85,173
|
-3%
|
|
|
12
|
SYM Financial Corp
Winona Lake,
Indiana
|
US$1.57億
|
+US$1.46億
|
+2,913,225
|
+2,359%
|
|
|
13
|
Beacon Pointe Advisors
Newport Beach,
California
|
US$1.52億
|
+US$693萬
|
+138,453
|
+5%
|
|
|
14
|
Kooman & Associates
Altoona,
Pennsylvania
|
US$1.48億
|
-US$32.4萬
|
-6,464
|
-0.2%
|
|
|
15
|
Spinnaker Investment Group
Newport Beach,
California
|
US$1.37億
|
+US$1729萬
|
+345,549
|
+15%
|
|
|
16
|
Blankinship & Foster
Solana Beach,
California
|
US$1.33億
|
-US$201萬
|
-40,218
|
-2%
|
|
|
17
|
AE Wealth Management
Topeka,
Kansas
|
US$1.24億
|
+US$333萬
|
+66,618
|
+3%
|
|
|
18
|
Apella Capital
West Hartford,
Connecticut
|
US$1.1億
|
-US$116萬
|
-23,235
|
-1%
|
|
|
19
|
Savant Capital
Rockford,
Illinois
|
US$1.09億
|
+US$997萬
|
+199,268
|
+10%
|
|
|
20
|
Arista Wealth Management
Las Vegas,
Nevada
|
US$1.09億
|
+US$180萬
|
+35,980
|
+2%
|
|
|
21
|
MASECO Private Wealth
London,
|
US$1.06億
|
+US$1027萬
|
+205,173
|
+11%
|
|
|
22
|
Elser Financial Planning
Indianapolis,
Indiana
|
US$1.03億
|
+US$41.7萬
|
+8,326
|
+0.4%
|
|
|
23
|
WPWealth
Fort Worth,
Texas
|
US$9443萬
|
-US$176萬
|
-35,243
|
-2%
|
|
|
24
|
55 North Private Wealth
Winter Park,
Florida
|
US$9288萬
|
+US$584萬
|
+116,741
|
+7%
|
|
|
25
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
US$9186萬
|
-US$244萬
|
-48,829
|
-3%
|
|
