|
1
|
Abacus Wealth Partners
Santa Monica,
California
|
US$1.5億
|
+US$1420萬
|
+272,811
|
+10%
|
|
|
2
|
MASECO Private Wealth
London,
|
US$1億
|
+US$343萬
|
+65,938
|
+4%
|
|
|
3
|
Mercer Global Advisors
Denver,
Colorado
|
US$5246萬
|
+US$858萬
|
+164,970
|
+20%
|
|
|
4
|
Quantum Financial Advisors
El Segundo,
California
|
US$2817萬
|
+US$73.9萬
|
+14,198
|
+3%
|
|
|
5
|
Simplicity Wealth
Summit,
New Jersey
|
US$1512萬
|
+US$198萬
|
+38,134
|
+15%
|
|
|
6
|
SEI Investments
Oaks,
Pennsylvania
|
US$1488萬
|
+US$127萬
|
+24,390
|
+9%
|
|
|
7
|
|
US$1346萬
|
+US$7.36萬
|
+1,415
|
+0.6%
|
|
|
8
|
Miracle Mile Advisors
Los Angeles,
California
|
US$1258萬
|
-US$18.7萬
|
-3,587
|
-1%
|
|
|
9
|
Parkshore Wealth Management
Granite Bay,
California
|
US$1229萬
|
+US$101萬
|
+19,384
|
+9%
|
|
|
10
|
Planning Center Inc
Moline,
Illinois
|
US$1007萬
|
+US$22.7萬
|
+4,357
|
+2%
|
|
|
11
|
Momentous Wealth Management
Vancouver,
Washington
|
US$987萬
|
+US$27.6萬
|
+5,312
|
+3%
|
|
|
12
|
Apella Capital
West Hartford,
Connecticut
|
US$940萬
|
+US$116萬
|
+22,285
|
+14%
|
|
|
13
|
Citrine Capital
San Francisco,
California
|
US$856萬
|
-US$5.39萬
|
-1,036
|
-0.6%
|
|
|
14
|
Corient Private Wealth
Miami,
Florida
|
US$708萬
|
+US$53.6萬
|
+10,298
|
+8%
|
|
|
15
|
Shira Ridge Wealth Management
Larkspur,
California
|
US$661萬
|
+US$660萬
|
+126,923
|
新
|
|
|
16
|
Allodium Investment Consultants
Minneapolis,
Minnesota
|
US$576萬
|
+US$30.3萬
|
+5,826
|
+6%
|
|
|
17
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
US$526萬
|
+US$36.6萬
|
+7,029
|
+7%
|
|
|
18
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
US$491萬
|
+US$68.8萬
|
+13,226
|
+16%
|
|
|
19
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
US$484萬
|
+US$81.2萬
|
+15,596
|
+20%
|
|
|
20
|
Beacon Pointe Advisors
Newport Beach,
California
|
US$483萬
|
+US$19.9萬
|
+3,826
|
+4%
|
|
|
21
|
Citadel Advisors
Miami,
Florida
|
US$469萬
|
+US$469萬
|
+90,070
|
新
|
|
|
22
|
Clarity Wealth Development
Corvallis,
Oregon
|
US$376萬
|
+US$375萬
|
+72,072
|
新
|
|
|
23
|
RAM Investment Partners
Bellevue,
Washington
|
US$324萬
|
-US$3.28萬
|
-630
|
-1%
|
|
|
24
|
|
US$305萬
|
+US$4,163
|
+80
|
+0.1%
|
|
|
25
|
LPL Financial
San Diego,
California
|
US$260萬
|
+US$6.98萬
|
+1,341
|
+3%
|
|
