|
1
|
AWM Capital
Phoenix,
Arizona
|
US$4017萬
|
+US$293萬
|
+61,181
|
+8%
|
|
|
2
|
Pathstone Holdings
Englewood,
New Jersey
|
US$3292萬
|
+US$493萬
|
+103,062
|
+18%
|
|
|
3
|
MASECO Private Wealth
London,
|
US$2903萬
|
+US$27.4萬
|
+5,736
|
+1%
|
|
|
4
|
Focus Partners Wealth
Boston,
Massachusetts
|
US$2783萬
|
+US$155萬
|
+32,450
|
+6%
|
|
|
5
|
Quantum Financial Advisors
El Segundo,
California
|
US$2584萬
|
-US$83.9萬
|
-17,556
|
-3%
|
|
|
6
|
Five Oceans Advisors
Santa Monica,
California
|
US$2162萬
|
+US$19.5萬
|
+4,081
|
+0.9%
|
|
|
7
|
Forum Financial Management
Lombard,
Illinois
|
US$1787萬
|
-US$42.5萬
|
-8,878
|
-2%
|
|
|
8
|
Citrine Capital
San Francisco,
California
|
US$1582萬
|
-US$24萬
|
-5,012
|
-2%
|
|
|
9
|
Abacus Wealth Partners
Santa Monica,
California
|
US$1553萬
|
-US$108萬
|
-22,541
|
-7%
|
|
|
10
|
EP Wealth Advisors
Torrance,
California
|
US$1503萬
|
+US$1.12萬
|
+235
|
+0.1%
|
|
|
11
|
Savant Capital
Rockford,
Illinois
|
US$1280萬
|
+US$227萬
|
+47,555
|
+22%
|
|
|
12
|
Retirement Solution
Redmond,
Washington
|
US$1255萬
|
-US$17.6萬
|
-3,680
|
-1%
|
|
|
13
|
Wealthspire Advisors (New York)
New York
|
US$938萬
|
+US$917萬
|
+191,799
|
新
|
|
|
14
|
Wealth Architects
Mountain View,
California
|
US$758萬
|
-US$5.55萬
|
-1,161
|
-0.7%
|
|
|
15
|
Elser Financial Planning
Indianapolis,
Indiana
|
US$617萬
|
-US$2.22萬
|
-465
|
-0.4%
|
|
|
16
|
Schoolcraft Capital
Boulder,
Colorado
|
US$601萬
|
-US$62.5萬
|
-13,077
|
-10%
|
|
|
17
|
|
US$534萬
|
+US$20.2萬
|
+4,217
|
+4%
|
|
|
18
|
Pure Financial Advisors
San Diego,
California
|
US$511萬
|
-US$16.1萬
|
-3,374
|
-3%
|
|
|
19
|
Apella Capital
West Hartford,
Connecticut
|
US$488萬
|
+US$35.6萬
|
+7,449
|
+8%
|
|
|
20
|
Brighton Jones LLC
Seattle,
Washington
|
US$446萬
|
+US$43.1萬
|
+9,021
|
+11%
|
|
|
21
|
Greenspring Advisors
Towson,
Maryland
|
US$445萬
|
-US$283萬
|
-59,252
|
-39%
|
|
|
22
|
TCI Wealth Advisors
Tucson,
Arizona
|
US$412萬
|
-US$3.09萬
|
-646
|
-0.8%
|
|
|
23
|
Mercer Global Advisors
Denver,
Colorado
|
US$411萬
|
+US$57.7萬
|
+12,063
|
+17%
|
|
|
24
|
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
|
US$399萬
|
-US$34.5萬
|
-7,219
|
-8%
|
|
|
25
|
RAM Investment Partners
Bellevue,
Washington
|
US$384萬
|
+US$35.9萬
|
+7,500
|
+11%
|
|
