|
1
|
Forum Financial Management
Lombard,
Illinois
|
US$5.21億
|
+US$1369萬
|
+477,857
|
+3%
|
|
|
2
|
Savant Capital
Rockford,
Illinois
|
US$4.45億
|
+US$7444萬
|
+2,599,098
|
+20%
|
|
|
3
|
JMG Financial Group
Downers Grove,
Illinois
|
US$1.94億
|
+US$1049萬
|
+366,346
|
+6%
|
|
|
4
|
Focus Partners Wealth
Boston,
Massachusetts
|
US$1.15億
|
-US$332萬
|
-115,982
|
-3%
|
|
|
5
|
Brighton Jones LLC
Seattle,
Washington
|
US$8779萬
|
+US$665萬
|
+232,208
|
+8%
|
|
|
6
|
TCI Wealth Advisors
Tucson,
Arizona
|
US$8128萬
|
+US$60.4萬
|
+21,100
|
+0.8%
|
|
|
7
|
Wealthspire Advisors (New York)
New York
|
US$8045萬
|
+US$62.4萬
|
+21,785
|
+0.8%
|
|
|
8
|
LifeGuide Financial Advisors
Mechanicsburg,
Pennsylvania
|
US$7514萬
|
+US$241萬
|
+84,248
|
+3%
|
|
|
9
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
US$6281萬
|
+US$1120萬
|
+391,145
|
+22%
|
|
|
10
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
US$5342萬
|
+US$13萬
|
+4,529
|
+0.2%
|
|
|
11
|
MASECO Private Wealth
London,
|
US$4663萬
|
+US$152萬
|
+53,177
|
+3%
|
|
|
12
|
LPL Financial
San Diego,
California
|
US$3766萬
|
+US$234萬
|
+81,583
|
+7%
|
|
|
13
|
Rather & Kittrell
Knoxville,
Tennessee
|
US$3458萬
|
+US$239萬
|
+83,586
|
+8%
|
|
|
14
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
US$3338萬
|
+US$417萬
|
+145,642
|
+14%
|
|
|
15
|
Summit Financial Strategies
Columbus,
Ohio
|
US$3235萬
|
+US$156萬
|
+54,592
|
+5%
|
|
|
16
|
Creative Capital Management Investments
San Diego,
California
|
US$3035萬
|
+US$427萬
|
+148,926
|
+17%
|
|
|
17
|
Financial Plan Inc
Bellingham,
Washington
|
US$2915萬
|
+US$225萬
|
+78,663
|
+8%
|
|
|
18
|
Great Waters Wealth Management
Shoreview,
Minnesota
|
US$2757萬
|
+US$181萬
|
+63,369
|
+7%
|
|
|
19
|
WPWealth
Fort Worth,
Texas
|
US$2688萬
|
-US$101萬
|
-35,376
|
-4%
|
|
|
20
|
Guardian Wealth Management (Tennessee)
Chattanooga,
Tennessee
|
US$2644萬
|
+US$20.6萬
|
+7,196
|
+0.8%
|
|
|
21
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
US$2604萬
|
-US$26.6萬
|
-9,270
|
-1%
|
|
|
22
|
Verisail Partners
Chamblee,
Georgia
|
US$2522萬
|
+US$23.2萬
|
+8,099
|
+0.9%
|
|
|
23
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
US$2396萬
|
+US$19.6萬
|
+6,855
|
+0.8%
|
|
|
24
|
Index Fund Advisors
Irvine,
California
|
US$2374萬
|
-US$179萬
|
-62,347
|
-7%
|
|
|
25
|
RS Crum Inc
Newport Beach,
California
|
US$1953萬
|
+US$25.7萬
|
+8,988
|
+1%
|
|
