|
1
|
Focus Partners Wealth
Boston,
Massachusetts
|
US$5495萬
|
+US$241萬
|
+53,576
|
+5%
|
|
|
2
|
MASECO Private Wealth
London,
|
US$4570萬
|
+US$110萬
|
+24,530
|
+2%
|
|
|
3
|
AWM Capital
Phoenix,
Arizona
|
US$4489萬
|
+US$288萬
|
+64,141
|
+7%
|
|
|
4
|
Pathstone Holdings
Englewood,
New Jersey
|
US$4442萬
|
+US$854萬
|
+189,897
|
+24%
|
|
|
5
|
Quantum Financial Advisors
El Segundo,
California
|
US$3748萬
|
-US$41.9萬
|
-9,313
|
-1%
|
|
|
6
|
|
US$3461萬
|
+US$36.9萬
|
+8,206
|
+1%
|
|
|
7
|
Abacus Wealth Partners
Santa Monica,
California
|
US$2730萬
|
+US$86.2萬
|
+19,181
|
+3%
|
|
|
8
|
Five Oceans Advisors
Santa Monica,
California
|
US$1924萬
|
+US$102萬
|
+22,617
|
+6%
|
|
|
9
|
EP Wealth Advisors
Torrance,
California
|
US$1922萬
|
+US$45.2萬
|
+10,059
|
+2%
|
|
|
10
|
Citrine Capital
San Francisco,
California
|
US$1775萬
|
+US$15.7萬
|
+3,500
|
+0.9%
|
|
|
11
|
Retirement Solution
Redmond,
Washington
|
US$1576萬
|
-US$2.54萬
|
-566
|
-0.2%
|
|
|
12
|
Savant Capital
Rockford,
Illinois
|
US$1396萬
|
+US$173萬
|
+38,428
|
+14%
|
|
|
13
|
Apella Capital
West Hartford,
Connecticut
|
US$1385萬
|
+US$62.2萬
|
+13,843
|
+5%
|
|
|
14
|
Forum Financial Management
Lombard,
Illinois
|
US$1214萬
|
+US$24.4萬
|
+5,419
|
+2%
|
|
|
15
|
Mercer Global Advisors
Denver,
Colorado
|
US$1121萬
|
+US$295萬
|
+65,653
|
+36%
|
|
|
16
|
Elser Financial Planning
Indianapolis,
Indiana
|
US$1081萬
|
+US$29.7萬
|
+6,601
|
+3%
|
|
|
17
|
Bank of New York Mellon
New York
|
US$1030萬
|
+US$763萬
|
+169,818
|
+290%
|
|
|
18
|
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
|
US$995萬
|
+US$31.2萬
|
+6,939
|
+3%
|
|
|
19
|
Wealthspire Advisors (New York)
New York
|
US$987萬
|
+US$721萬
|
+160,368
|
+275%
|
|
|
20
|
Hill Island Financial
Grand Rapids,
Michigan
|
US$917萬
|
+US$43.6萬
|
+9,705
|
+5%
|
|
|
21
|
Allodium Investment Consultants
Minneapolis,
Minnesota
|
US$911萬
|
+US$35.6萬
|
+7,912
|
+4%
|
|
|
22
|
Planning Center Inc
Moline,
Illinois
|
US$835萬
|
+US$15.2萬
|
+3,388
|
+2%
|
|
|
23
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
US$834萬
|
+US$218萬
|
+48,536
|
+36%
|
|
|
24
|
New Capital Management
Houston,
Texas
|
US$812萬
|
-US$7,147
|
-159
|
-0.1%
|
|
|
25
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
US$711萬
|
+US$21萬
|
+4,671
|
+3%
|
|
