|
1
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
US$3.85億
|
+US$590萬
|
+73,351
|
+2%
|
|
|
2
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
US$2926萬
|
+US$241萬
|
+29,973
|
+9%
|
|
|
3
|
Wealthquest
Cincinnati,
Ohio
|
US$1991萬
|
-US$214萬
|
-26,651
|
-10%
|
|
|
4
|
Curio Wealth
Annapolis,
Maryland
|
US$1047萬
|
+US$92.9萬
|
+11,558
|
+10%
|
|
|
5
|
Chicago Partners Investment Group
Chicago,
Illinois
|
US$855萬
|
+US$76.1萬
|
+9,472
|
+10%
|
|
|
6
|
Elite Life Management
Sarasota,
Florida
|
US$736萬
|
+US$34萬
|
+4,233
|
+5%
|
|
|
7
|
Medallion Wealth Advisors
Farmington,
Connecticut
|
US$394萬
|
+US$8.89萬
|
+1,106
|
+2%
|
|
|
8
|
UP Strategic Wealth Investment Advisors
Pittsburgh,
Pennsylvania
|
US$378萬
|
+US$9.6萬
|
+1,196
|
+3%
|
|
|
9
|
|
US$233萬
|
+US$228萬
|
+28,394
|
新
|
|
|
10
|
M Holdings Securities
Portland,
Oregon
|
US$217萬
|
-US$333萬
|
-41,491
|
-61%
|
|
|
11
|
LPL Financial
San Diego,
California
|
US$165萬
|
+US$92.2萬
|
+11,468
|
+133%
|
|
|
12
|
First Financial Group
Raleigh,
North Carolina
|
US$152萬
|
+US$6.43萬
|
+800
|
+5%
|
|
|
13
|
Citadel Advisors
Miami,
Florida
|
US$138萬
|
-US$7.29萬
|
-907
|
-5%
|
|
|
14
|
WPWealth
Fort Worth,
Texas
|
US$136萬
|
–
|
–
|
–
|
|
|
15
|
Vantage Point Financial
Lisle,
Illinois
|
US$100萬
|
+US$723
|
+9
|
+0.1%
|
|
|
16
|
BDFS Capital
Rehoboth Beach,
Delaware
|
US$83.9萬
|
+US$82萬
|
+10,199
|
新
|
|
|
17
|
Pinion Investment Advisors
Wichita,
Kansas
|
US$82.4萬
|
-US$3.72萬
|
-463
|
-4%
|
|
|
18
|
Cary Street Partners
Richmond,
Virginia
|
US$81.1萬
|
-US$11.5萬
|
-1,428
|
-13%
|
|
|
19
|
American Investment Services
Great Barrington,
Massachusetts
|
US$67.3萬
|
-US$8.28萬
|
-1,030
|
-11%
|
|
|
20
|
EWA LLC
Pittsbugh,
Pennsylvania
|
US$67萬
|
-US$21.5萬
|
-2,675
|
-25%
|
|
|
21
|
Northwest Bancshares
Warren,
Pennsylvania
|
US$48.4萬
|
–
|
–
|
–
|
|
|
22
|
Haverford Trust Company
Radnor,
Pennsylvania
|
US$41萬
|
+US$40萬
|
+4,983
|
新
|
|
|
23
|
Farther Finance Advisors
San Francisco,
California
|
US$40.5萬
|
+US$34.6萬
|
+4,305
|
+699%
|
|
|
24
|
Wealth Enhancement Trust Services
Sioux Falls,
South Dakota
|
US$39萬
|
+US$38.1萬
|
+4,739
|
新
|
|
|
25
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
US$32.8萬
|
–
|
–
|
–
|
|
