|
1
|
Hill Investment Group Partners
St. Louis,
Missouri
|
US$2625萬
|
+US$208萬
|
+49,374
|
+8%
|
|
|
2
|
Rather & Kittrell
Knoxville,
Tennessee
|
US$1809萬
|
+US$60萬
|
+14,242
|
+3%
|
|
|
3
|
CPA Asset Management
West Palm Beach,
Florida
|
US$1683萬
|
+US$76.7萬
|
+18,190
|
+5%
|
|
|
4
|
Larson Financial Group
St Louis,
Missouri
|
US$1385萬
|
+US$210萬
|
+49,879
|
+17%
|
|
|
5
|
Leading Edge Financial Planning
Knoxville,
Tennessee
|
US$1112萬
|
+US$209萬
|
+49,570
|
+23%
|
|
|
6
|
Five Oceans Advisors
Santa Monica,
California
|
US$876萬
|
-US$590
|
-14
|
-0%
|
|
|
7
|
Klingman & Associates
New York
|
US$750萬
|
-US$5.06萬
|
-1,200
|
-0.7%
|
|
|
8
|
Core Wealth Management
Jupiter,
Florida
|
US$647萬
|
+US$13.2萬
|
+3,126
|
+2%
|
|
|
9
|
BetterWealth
San Jose,
California
|
US$492萬
|
+US$1.9萬
|
+450
|
+0.4%
|
|
|
10
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
US$425萬
|
+US$145萬
|
+34,512
|
+50%
|
|
|
11
|
Forum Financial Management
Lombard,
Illinois
|
US$365萬
|
+US$21.8萬
|
+5,172
|
+6%
|
|
|
12
|
Root Financial Partners
Encinitas,
California
|
US$353萬
|
+US$109萬
|
+25,818
|
+43%
|
|
|
13
|
Plan Group Financial
Oklahoma City,
Oklahoma
|
US$328萬
|
+US$335萬
|
+79,541
|
新
|
|
|
14
|
Krilogy Financial
St. Louis,
Missouri
|
US$239萬
|
+US$23萬
|
+5,463
|
+10%
|
|
|
15
|
Alpha Financial Advisors
Charlotte,
North Carolina
|
US$230萬
|
+US$28.5萬
|
+6,772
|
+14%
|
|
|
16
|
Samalin Investment Counsel
Chappaqua,
New York
|
US$225萬
|
-US$16.9萬
|
-4,008
|
-7%
|
|
|
17
|
Sterling Financial Planning
Sparta,
New Jersey
|
US$210萬
|
+US$30.3萬
|
+7,189
|
+16%
|
|
|
18
|
IFP Advisors
Tampa,
Florida
|
US$192萬
|
+US$69.7萬
|
+16,544
|
+55%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
US$180萬
|
+US$125萬
|
+29,610
|
+212%
|
|
|
20
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
US$179萬
|
+US$1.93萬
|
+459
|
+1%
|
|
|
21
|
Northwest Wealth Management
Spencer,
Iowa
|
US$167萬
|
-US$14.2萬
|
-3,369
|
-8%
|
|
|
22
|
Annapolis Financial Services
Annapolis,
Maryland
|
US$149萬
|
+US$22.8萬
|
+5,399
|
+18%
|
|
|
23
|
Willow Creek Wealth Management
Sebastopol,
California
|
US$147萬
|
+US$7.22萬
|
+1,714
|
+5%
|
|
|
24
|
Total Wealth Planning
Cincinnati,
Ohio
|
US$145萬
|
-US$2.51萬
|
-595
|
-2%
|
|
|
25
|
Bridge Advisory
Pasadena,
California
|
US$142萬
|
+US$4,215
|
+100
|
+0.3%
|
|
