|
1
|
Tencap Wealth Coaching
South Jordan,
Utah
|
US$8039萬
|
+US$74.9萬
|
+11,607
|
+1%
|
|
|
2
|
Beacon Pointe Advisors
Newport Beach,
California
|
US$5220萬
|
+US$209萬
|
+32,362
|
+4%
|
|
|
3
|
BCR Wealth Strategies
Vestavia,
Alabama
|
US$5206萬
|
-US$39.2萬
|
-6,070
|
-0.8%
|
|
|
4
|
FMB Wealth Management
Westlake Village,
California
|
US$2177萬
|
-US$1.76萬
|
-272
|
-0.1%
|
|
|
5
|
RFG Advisory
Birmingham,
Alabama
|
US$2096萬
|
+US$69.5萬
|
+10,775
|
+4%
|
|
|
6
|
American Trust
Lexington,
Kentucky
|
US$1788萬
|
+US$39萬
|
+6,051
|
+2%
|
|
|
7
|
Pure Financial Advisors
San Diego,
California
|
US$1586萬
|
+US$48.1萬
|
+7,456
|
+3%
|
|
|
8
|
Versant Capital Management
Phoenix,
Arizona
|
US$1136萬
|
+US$837萬
|
+129,742
|
+315%
|
|
|
9
|
Schubert & Co
Mckinney,
Texas
|
US$786萬
|
+US$40.1萬
|
+6,221
|
+6%
|
|
|
10
|
LVZ Inc
Holland,
Michigan
|
US$734萬
|
+US$38.2萬
|
+5,925
|
+6%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
US$710萬
|
+US$689萬
|
+106,712
|
新
|
|
|
12
|
Stage Harbor Financial
Westwood,
Massachusetts
|
US$612萬
|
+US$103萬
|
+16,037
|
+21%
|
|
|
13
|
Financial Harvest
Winter Park,
Florida
|
US$585萬
|
+US$89.9萬
|
+13,938
|
+19%
|
|
|
14
|
AssetMark Inc
Concord,
California
|
US$447萬
|
+US$21.7萬
|
+3,370
|
+5%
|
|
|
15
|
|
US$382萬
|
+US$371萬
|
+57,489
|
新
|
|
|
16
|
Harbour Investments
Madison,
Wisconsin
|
US$345萬
|
+US$4.67萬
|
+723
|
+1%
|
|
|
17
|
Park Avenue Securities
New York
|
US$313萬
|
+US$304萬
|
+47,075
|
新
|
|
|
18
|
|
US$302萬
|
+US$293萬
|
+45,456
|
新
|
|
|
19
|
Private Advisor Group
Morristown,
New Jersey
|
US$250萬
|
-US$118萬
|
-18,215
|
-33%
|
|
|
20
|
E-Wealth Partners
Minnetonka,
Minnesota
|
US$242萬
|
-US$12.2萬
|
-1,889
|
-5%
|
|
|
21
|
Truist Financial
Charlotte,
North Carolina
|
US$234萬
|
+US$225萬
|
+34,944
|
新
|
|
|
22
|
MML Investors Services
Springfield,
Massachusetts
|
US$207萬
|
-US$283萬
|
-43,932
|
-59%
|
|
|
23
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
US$194萬
|
+US$8.8萬
|
+1,364
|
+5%
|
|
|
24
|
BIP Wealth
Atlanta,
Georgia
|
US$192萬
|
+US$23.4萬
|
+3,626
|
+14%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
US$179萬
|
+US$103萬
|
+15,954
|
+146%
|
|
