|
1
|
Retirement Solution
Redmond,
Washington
|
US$2.55億
|
+US$53.9萬
|
+11,912
|
+0.2%
|
|
|
2
|
AWM Capital
Phoenix,
Arizona
|
US$1.64億
|
+US$1045萬
|
+230,939
|
+7%
|
|
|
3
|
Quantum Financial Advisors
El Segundo,
California
|
US$1.11億
|
-US$100萬
|
-22,007
|
-0.9%
|
|
|
4
|
Focus Partners Wealth
Boston,
Massachusetts
|
US$1.01億
|
+US$1031萬
|
+227,971
|
+12%
|
|
|
5
|
MASECO Private Wealth
London,
|
US$9650萬
|
+US$201萬
|
+44,357
|
+2%
|
|
|
6
|
Citrine Capital
San Francisco,
California
|
US$7317萬
|
+US$859萬
|
+189,964
|
+14%
|
|
|
7
|
Pathstone Holdings
Englewood,
New Jersey
|
US$7032萬
|
+US$1247萬
|
+275,779
|
+22%
|
|
|
8
|
Abacus Wealth Partners
Santa Monica,
California
|
US$6063萬
|
+US$86.2萬
|
+19,051
|
+1%
|
|
|
9
|
EP Wealth Advisors
Torrance,
California
|
US$3427萬
|
+US$139萬
|
+30,736
|
+4%
|
|
|
10
|
Savant Capital
Rockford,
Illinois
|
US$2562萬
|
+US$416萬
|
+91,959
|
+20%
|
|
|
11
|
Five Oceans Advisors
Santa Monica,
California
|
US$2284萬
|
+US$102萬
|
+22,508
|
+5%
|
|
|
12
|
Forum Financial Management
Lombard,
Illinois
|
US$2198萬
|
+US$98.6萬
|
+21,800
|
+5%
|
|
|
13
|
Mercer Global Advisors
Denver,
Colorado
|
US$2146萬
|
+US$348萬
|
+77,003
|
+20%
|
|
|
14
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
US$1972萬
|
-US$64.5萬
|
-14,264
|
-3%
|
|
|
15
|
Pure Financial Advisors
San Diego,
California
|
US$1957萬
|
+US$47.2萬
|
+10,442
|
+3%
|
|
|
16
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
US$1941萬
|
+US$52.6萬
|
+11,626
|
+3%
|
|
|
17
|
Apella Capital
West Hartford,
Connecticut
|
US$1926萬
|
+US$62.7萬
|
+13,871
|
+4%
|
|
|
18
|
Gibson Capital
Wexford,
Pennsylvania
|
US$1752萬
|
–
|
–
|
–
|
|
|
19
|
Beacon Pointe Advisors
Newport Beach,
California
|
US$1594萬
|
+US$21.3萬
|
+4,713
|
+1%
|
|
|
20
|
Simplicity Wealth
Summit,
New Jersey
|
US$1491萬
|
+US$102萬
|
+22,506
|
+8%
|
|
|
21
|
Triune Financial Partners
Overland Park,
Kansas
|
US$1314萬
|
+US$3,664
|
+81
|
+0%
|
|
|
22
|
TCI Wealth Advisors
Tucson,
Arizona
|
US$1283萬
|
+US$18.5萬
|
+4,099
|
+2%
|
|
|
23
|
Wealth Architects
Mountain View,
California
|
US$1248萬
|
+US$2.68萬
|
+593
|
+0.2%
|
|
|
24
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
US$1246萬
|
+US$173萬
|
+38,310
|
+17%
|
|
|
25
|
Quarry Hill Advisors
St Paul,
Minnesota
|
US$1201萬
|
+US$61.5萬
|
+13,597
|
+6%
|
|
