|
1
|
Beacon Pointe Advisors
Newport Beach,
California
|
US$2344萬
|
+US$80萬
|
+11,249
|
+3%
|
|
|
2
|
BCR Wealth Strategies
Vestavia,
Alabama
|
US$2226萬
|
+US$381萬
|
+53,529
|
+20%
|
|
|
3
|
FMB Wealth Management
Westlake Village,
California
|
US$1413萬
|
-US$8.39萬
|
-1,180
|
-0.6%
|
|
|
4
|
Pure Financial Advisors
San Diego,
California
|
US$1096萬
|
+US$34.3萬
|
+4,824
|
+3%
|
|
|
5
|
Versant Capital Management
Phoenix,
Arizona
|
US$771萬
|
+US$435萬
|
+61,125
|
+125%
|
|
|
6
|
|
US$731萬
|
+US$743萬
|
+104,494
|
新
|
|
|
7
|
Cordant Inc
Portland,
Oregon
|
US$731萬
|
+US$162萬
|
+22,823
|
+28%
|
|
|
8
|
AssetMark Inc
Concord,
California
|
US$483萬
|
+US$13.7萬
|
+1,933
|
+3%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
US$214萬
|
+US$217萬
|
+30,528
|
新
|
|
|
10
|
Evanson Financial
Mclean,
Virginia
|
US$186萬
|
+US$189萬
|
+26,612
|
新
|
|
|
11
|
E-Wealth Partners
Minnetonka,
Minnesota
|
US$166萬
|
-US$6.34萬
|
-891
|
-4%
|
|
|
12
|
|
US$115萬
|
+US$117萬
|
+16,385
|
新
|
|
|
13
|
MML Investors Services
Springfield,
Massachusetts
|
US$111萬
|
-US$109萬
|
-15,298
|
-49%
|
|
|
14
|
BIP Wealth
Atlanta,
Georgia
|
US$109萬
|
+US$20.3萬
|
+2,857
|
+22%
|
|
|
15
|
Park Avenue Securities
New York
|
US$93.7萬
|
+US$95.2萬
|
+13,391
|
新
|
|
|
16
|
Discipline Wealth Solutions
Greenville,
South Carolina
|
US$90.3萬
|
+US$38.2萬
|
+5,379
|
+72%
|
|
|
17
|
Truist Financial
Charlotte,
North Carolina
|
US$71.7萬
|
+US$71.8萬
|
+10,100
|
新
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
US$69萬
|
-US$6.63萬
|
-933
|
-9%
|
|
|
19
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
US$58.2萬
|
+US$20.3萬
|
+2,861
|
+52%
|
|
|
20
|
Vestia Personal Wealth Advisors
Fort Wayne,
Indiana
|
US$54.1萬
|
+US$5.79萬
|
+815
|
+12%
|
|
|
21
|
Applied Capital
Little Rock,
Arkansas
|
US$53.9萬
|
+US$6.6萬
|
+928
|
+14%
|
|
|
22
|
Studio Investment Management
Chicago,
Illinois
|
US$46.5萬
|
+US$6.21萬
|
+873
|
+15%
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
US$45.6萬
|
+US$46.3萬
|
+6,508
|
新
|
|
|
24
|
Prosperitas Financial
Valencia,
California
|
US$42.2萬
|
-US$1.26萬
|
-177
|
-3%
|
|
|
25
|
Integrity Alliance
Urbandale,
Iowa
|
US$41.2萬
|
+US$8.65萬
|
+1,217
|
+26%
|
|
