|
1
|
Beaird Harris Wealth Management
Dallas,
Texas
|
US$7271萬
|
+US$7297萬
|
+1,566,729
|
+76,989%
|
|
|
2
|
AssetMark Inc
Concord,
California
|
US$3976萬
|
-US$1522萬
|
-326,859
|
-28%
|
|
|
3
|
Burney Company
Reston,
Virginia
|
US$2691萬
|
+US$145萬
|
+31,102
|
+6%
|
|
|
4
|
Great Waters Wealth Management
Shoreview,
Minnesota
|
US$2440萬
|
+US$414萬
|
+88,826
|
+20%
|
|
|
5
|
Silicon Hills Wealth Management
Austin,
Texas
|
US$2408萬
|
+US$147萬
|
+31,500
|
+6%
|
|
|
6
|
Waverly Advisors
Birmingham,
Alabama
|
US$2388萬
|
+US$2399萬
|
+515,149
|
新
|
|
|
7
|
Mattern Wealth Management
Lawrence,
Kansas
|
US$2358萬
|
+US$803萬
|
+172,459
|
+51%
|
|
|
8
|
Triad Financial Advisors
Greensboro,
North Carolina
|
US$2278萬
|
-US$50.1萬
|
-10,764
|
-2%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
US$2188萬
|
-US$275萬
|
-59,062
|
-11%
|
|
|
10
|
RFG Advisory
Birmingham,
Alabama
|
US$2058萬
|
+US$258萬
|
+55,454
|
+14%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
US$1935萬
|
-US$296萬
|
-63,621
|
-13%
|
|
|
12
|
Phillips Financial Management
Fort Wayne,
Indiana
|
US$1719萬
|
+US$324萬
|
+69,502
|
+23%
|
|
|
13
|
|
US$1657萬
|
+US$954萬
|
+204,834
|
+134%
|
|
|
14
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
US$1588萬
|
+US$460萬
|
+98,830
|
+41%
|
|
|
15
|
RAM Investment Partners
Bellevue,
Washington
|
US$1569萬
|
+US$336萬
|
+72,232
|
+27%
|
|
|
16
|
SJS Investment Consulting
Sylvania,
Ohio
|
US$1540萬
|
+US$55.1萬
|
+11,824
|
+4%
|
|
|
17
|
RCS Financial Planning
Annapolis,
Maryland
|
US$1533萬
|
+US$111萬
|
+23,909
|
+8%
|
|
|
18
|
Savant Capital
Rockford,
Illinois
|
US$1453萬
|
+US$289萬
|
+62,025
|
+25%
|
|
|
19
|
Rather & Kittrell
Knoxville,
Tennessee
|
US$1397萬
|
+US$179萬
|
+38,455
|
+15%
|
|
|
20
|
Park Avenue Securities
New York
|
US$1238萬
|
-US$424萬
|
-90,947
|
-25%
|
|
|
21
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
US$1166萬
|
+US$168萬
|
+36,110
|
+17%
|
|
|
22
|
Legacy Financial Group (Oklahoma)
Tulsa,
Oklahoma
|
US$1108萬
|
+US$47.8萬
|
+10,255
|
+4%
|
|
|
23
|
Chicago Partners Investment Group
Chicago,
Illinois
|
US$928萬
|
-US$657萬
|
-141,019
|
-41%
|
|
|
24
|
Annapolis Financial Services
Annapolis,
Maryland
|
US$913萬
|
+US$71.2萬
|
+15,284
|
+8%
|
|
|
25
|
Onyx Financial Advisors
Idaho Falls,
Idaho
|
US$893萬
|
+US$84.1萬
|
+18,060
|
+10%
|
|
