|
1
|
Focus Partners Wealth
Boston,
Massachusetts
|
US$2.45億
|
+US$4088萬
|
+847,779
|
+20%
|
|
|
2
|
Truepoint Inc
Cincinnati,
Ohio
|
US$1.55億
|
+US$559萬
|
+116,005
|
+4%
|
|
|
3
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
US$7960萬
|
+US$2138萬
|
+443,437
|
+37%
|
|
|
4
|
Apella Capital
West Hartford,
Connecticut
|
US$7681萬
|
+US$1306萬
|
+270,730
|
+21%
|
|
|
5
|
Foster Group
West Des Moines,
Iowa
|
US$7170萬
|
+US$112萬
|
+23,179
|
+2%
|
|
|
6
|
Symmetry Partners
Glastonbury,
Connecticut
|
US$6214萬
|
-US$153萬
|
-31,726
|
-2%
|
|
|
7
|
GeoWealth Management
Chicago,
Illinois
|
US$5101萬
|
+US$840萬
|
+174,263
|
+20%
|
|
|
8
|
Rather & Kittrell
Knoxville,
Tennessee
|
US$4539萬
|
+US$217萬
|
+44,948
|
+5%
|
|
|
9
|
Sequoia Financial Advisors
Akron,
Ohio
|
US$4332萬
|
+US$77.8萬
|
+16,137
|
+2%
|
|
|
10
|
Pathstone Holdings
Englewood,
New Jersey
|
US$3909萬
|
+US$99.1萬
|
+20,548
|
+3%
|
|
|
11
|
Beaird Harris Wealth Management
Dallas,
Texas
|
US$3849萬
|
+US$3.28萬
|
+681
|
+0.1%
|
|
|
12
|
MBL Wealth
Charlotte,
North Carolina
|
US$3753萬
|
+US$177萬
|
+36,766
|
+5%
|
|
|
13
|
AWM Capital
Phoenix,
Arizona
|
US$3505萬
|
+US$31.8萬
|
+6,595
|
+0.9%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
US$3248萬
|
+US$89.9萬
|
+18,635
|
+3%
|
|
|
15
|
Waterford Advisors
Orchard Park,
New York
|
US$2877萬
|
+US$43.4萬
|
+9,004
|
+2%
|
|
|
16
|
RAM Investment Partners
Bellevue,
Washington
|
US$2821萬
|
+US$324萬
|
+67,163
|
+13%
|
|
|
17
|
LPL Financial
San Diego,
California
|
US$2797萬
|
+US$290萬
|
+60,193
|
+12%
|
|
|
18
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
US$2691萬
|
+US$356萬
|
+73,862
|
+15%
|
|
|
19
|
Mattern Wealth Management
Lawrence,
Kansas
|
US$2653萬
|
+US$89.8萬
|
+18,629
|
+4%
|
|
|
20
|
Bank of America
Charlotte,
North Carolina
|
US$2326萬
|
+US$302萬
|
+62,664
|
+15%
|
|
|
21
|
Aspiriant LLC
Los Angeles,
California
|
US$2091萬
|
+US$18.6萬
|
+3,860
|
+0.9%
|
|
|
22
|
HFM Investment Advisors
Glassboro,
New Jersey
|
US$2072萬
|
+US$340萬
|
+70,524
|
+20%
|
|
|
23
|
Savant Capital
Rockford,
Illinois
|
US$1817萬
|
+US$315萬
|
+65,272
|
+21%
|
|
|
24
|
Austin Wealth Management
Austin,
Texas
|
US$1755萬
|
+US$181萬
|
+37,584
|
+11%
|
|
|
25
|
Vestment Financial
Chanhassen,
Minnesota
|
US$1698萬
|
+US$152萬
|
+31,426
|
+10%
|
|
