|
1
|
Apella Capital
West Hartford,
Connecticut
|
US$1.2億
|
+US$681萬
|
+128,611
|
+6%
|
|
|
2
|
Planning Center Inc
Moline,
Illinois
|
US$8551萬
|
+US$228萬
|
+42,955
|
+3%
|
|
|
3
|
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
|
US$5105萬
|
+US$5045萬
|
+952,480
|
新
|
|
|
4
|
Elser Financial Planning
Indianapolis,
Indiana
|
US$4175萬
|
+US$377萬
|
+71,171
|
+10%
|
|
|
5
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
US$3960萬
|
+US$115萬
|
+21,725
|
+3%
|
|
|
6
|
United Wealth Management
Charlottesville,
Virginia
|
US$3623萬
|
+US$82.9萬
|
+15,657
|
+2%
|
|
|
7
|
Hill Investment Group Partners
St. Louis,
Missouri
|
US$3541萬
|
-US$94.6萬
|
-17,852
|
-3%
|
|
|
8
|
Private Wealth Management Group
Princeton,
New Jersey
|
US$3407萬
|
+US$86.5萬
|
+16,339
|
+3%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
US$3185萬
|
+US$683萬
|
+128,942
|
+28%
|
|
|
10
|
Guardian Wealth Management (Tennessee)
Chattanooga,
Tennessee
|
US$2610萬
|
+US$204萬
|
+38,599
|
+9%
|
|
|
11
|
HighTower Advisors
Chicago,
Illinois
|
US$2511萬
|
+US$11.1萬
|
+2,088
|
+0.4%
|
|
|
12
|
Alpha Financial Advisors
Charlotte,
North Carolina
|
US$2505萬
|
-US$1231萬
|
-232,503
|
-33%
|
|
|
13
|
Verisail Partners
Chamblee,
Georgia
|
US$2417萬
|
+US$84.7萬
|
+15,991
|
+4%
|
|
|
14
|
Mattern Wealth Management
Lawrence,
Kansas
|
US$2060萬
|
+US$85.2萬
|
+16,083
|
+4%
|
|
|
15
|
Liberty Wealth Management
Oakland,
California
|
US$2032萬
|
–
|
–
|
–
|
|
|
16
|
Eaton-Cambridge
Phoenix,
Arizona
|
US$1994萬
|
+US$248萬
|
+46,800
|
+14%
|
|
|
17
|
Equita Financial Network
Fort Washington,
Pennsylvania
|
US$1961萬
|
+US$73.6萬
|
+13,893
|
+4%
|
|
|
18
|
Vermillion Wealth Management
Rosemount,
Minnesota
|
US$1913萬
|
+US$240萬
|
+45,347
|
+15%
|
|
|
19
|
Kestra Investment Management
Austin,
Texas
|
US$1806萬
|
+US$416萬
|
+78,548
|
+30%
|
|
|
20
|
Bank of America
Charlotte,
North Carolina
|
US$1791萬
|
+US$125萬
|
+23,693
|
+8%
|
|
|
21
|
GeoWealth Management
Chicago,
Illinois
|
US$1698萬
|
+US$55.3萬
|
+10,444
|
+3%
|
|
|
22
|
Oakwell Private Wealth Management
Austin,
Texas
|
US$1664萬
|
+US$28.8萬
|
+5,438
|
+2%
|
|
|
23
|
JMG Financial Group
Downers Grove,
Illinois
|
US$1548萬
|
+US$1126萬
|
+212,536
|
+278%
|
|
|
24
|
Private Advisor Group
Morristown,
New Jersey
|
US$1541萬
|
-US$184萬
|
-34,818
|
-11%
|
|
|
25
|
AssetMark Inc
Concord,
California
|
US$1496萬
|
+US$80.2萬
|
+15,136
|
+6%
|
|
