|
1
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
US$2510萬
|
+US$175萬
|
+44,509
|
+8%
|
|
|
2
|
Resonant Capital Advisors
Madison,
Wisconsin
|
US$1202萬
|
+US$10萬
|
+2,549
|
+0.9%
|
|
|
3
|
Sentinus LLC
Oak Brook,
Illinois
|
US$1006萬
|
+US$8.74萬
|
+2,223
|
+0.9%
|
|
|
4
|
Rockefeller Capital Management
New York
|
US$855萬
|
-US$1,533
|
-39
|
-0%
|
|
|
5
|
Indivisible Partners
Clearwater,
Florida
|
US$812萬
|
+US$5.93萬
|
+1,510
|
+0.8%
|
|
|
6
|
Aspect Partners
Fairfax,
Virginia
|
US$765萬
|
+US$96.2萬
|
+24,478
|
+15%
|
|
|
7
|
Berkeley Inc
Boise,
Idaho
|
US$576萬
|
-US$13.3萬
|
-3,396
|
-2%
|
|
|
8
|
Madison Asset Management
Madison,
Wisconsin
|
US$260萬
|
+US$9.14萬
|
+2,325
|
+4%
|
|
|
9
|
One Plus One Wealth Management
Jupiter,
Florida
|
US$132萬
|
-US$45.7萬
|
-11,619
|
-26%
|
|
|
10
|
Tidal Investments
Milwaukee,
Wisconsin
|
US$114萬
|
+US$13.2萬
|
+3,347
|
+13%
|
|
|
11
|
LPL Financial
San Diego,
California
|
US$72.2萬
|
-US$2.96萬
|
-753
|
-4%
|
|
|
12
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
US$68.6萬
|
–
|
–
|
–
|
|
|
13
|
Crumly & Associates
Springfield,
Illinois
|
US$58.2萬
|
-US$2.51萬
|
-639
|
-4%
|
|
|
14
|
Legacy Wealth Management (Idaho)
Boise,
Idaho
|
US$48.2萬
|
+US$17.8萬
|
+4,539
|
+61%
|
|
|
15
|
Focus Partners Wealth
Boston,
Massachusetts
|
US$47.7萬
|
+US$3,144
|
+80
|
+0.7%
|
|
|
16
|
Global View Capital Management
Waukesha,
Wisconsin
|
US$43.9萬
|
-US$11.5萬
|
-2,929
|
-21%
|
|
|
17
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
US$40.7萬
|
-US$62.8萬
|
-15,991
|
-62%
|
|
|
18
|
WealthCare Investment Partners
Portsmouth,
Rhode Island
|
US$23.8萬
|
+US$1,336
|
+34
|
+0.6%
|
|
|
19
|
Abacus Planning Group
Columbia,
South Carolina
|
US$22.2萬
|
+US$21.6萬
|
+5,504
|
新
|
|
|
20
|
Nuveen
Charlotte,
North Carolina
|
US$21.2萬
|
+US$20.6萬
|
+5,241
|
新
|
|
|
21
|
US Bancorp
Minneapolis,
Minnesota
|
US$5.48萬
|
–
|
–
|
–
|
|
|
22
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
US$4.16萬
|
-US$4,637
|
-118
|
-10%
|
|
|
23
|
Orion Capital Management
Coronado,
California
|
US$2.53萬
|
–
|
–
|
–
|
|
|
24
|
Essential Partners
Rancho Santa Fe,
California
|
US$1.45萬
|
–
|
–
|
–
|
|
|
25
|
Harbour Investments
Madison,
Wisconsin
|
US$1.24萬
|
–
|
–
|
–
|
|
