|
1
|
Fiduciary Trust
Boston,
Massachusetts
|
US$1.38億
|
-US$610萬
|
-80,558
|
-4%
|
|
|
2
|
LPL Financial
San Diego,
California
|
US$1.27億
|
+US$957萬
|
+126,341
|
+8%
|
|
|
3
|
|
US$7226萬
|
+US$297萬
|
+39,193
|
+4%
|
|
|
4
|
Garrett Wealth Advisory Group
Weatherford,
Texas
|
US$5855萬
|
+US$20.3萬
|
+2,679
|
+0.4%
|
|
|
5
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
US$5345萬
|
+US$205萬
|
+27,107
|
+4%
|
|
|
6
|
Private Advisor Group
Morristown,
New Jersey
|
US$5170萬
|
-US$220萬
|
-28,996
|
-4%
|
|
|
7
|
Integrity Alliance
Urbandale,
Iowa
|
US$4379萬
|
+US$2276萬
|
+300,462
|
+114%
|
|
|
8
|
WealthPlan Investment Management
Omaha,
Nebraska
|
US$4017萬
|
+US$434萬
|
+57,249
|
+12%
|
|
|
9
|
Team Financial Group
Temecula,
California
|
US$3558萬
|
+US$50.3萬
|
+6,638
|
+1%
|
|
|
10
|
Kestra Advisory Services
Austin,
Texas
|
US$2973萬
|
+US$765萬
|
+101,006
|
+36%
|
|
|
11
|
Financial Gravity Companies
Lakeway,
Texas
|
US$2367萬
|
+US$2305萬
|
+304,306
|
新
|
|
|
12
|
IEQ Capital
Foster City,
California
|
US$2063萬
|
–
|
–
|
–
|
|
|
13
|
Flagship Wealth Advisors
Wakefield,
Massachusetts
|
US$1820萬
|
+US$1190萬
|
+157,119
|
+204%
|
|
|
14
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
US$1547萬
|
+US$15.7萬
|
+2,069
|
+1%
|
|
|
15
|
Stenger Family Office
Naperville,
Illinois
|
US$1433萬
|
-US$58.7萬
|
-7,748
|
-4%
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
US$1365萬
|
-US$121萬
|
-15,942
|
-8%
|
|
|
17
|
|
US$1336萬
|
+US$36萬
|
+4,756
|
+3%
|
|
|
18
|
Focus Partners Wealth
Boston,
Massachusetts
|
US$1097萬
|
-US$2.67萬
|
-352
|
-0.2%
|
|
|
19
|
Maia Wealth
Denver,
Colorado
|
US$931萬
|
+US$178萬
|
+23,437
|
+24%
|
|
|
20
|
Eastern Bank
Boston,
Massachusetts
|
US$911萬
|
+US$52.8萬
|
+6,970
|
+6%
|
|
|
21
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
US$835萬
|
+US$685萬
|
+90,485
|
+536%
|
|
|
22
|
Marietta Wealth Management
Marietta,
Georgia
|
US$774萬
|
-US$8,636
|
-114
|
-0.1%
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
US$702萬
|
+US$22.1萬
|
+2,912
|
+3%
|
|
|
24
|
Creative Planning
Overland Park,
Kansas
|
US$692萬
|
-US$6.17萬
|
-815
|
-0.9%
|
|
|
25
|
Vista Investment Management
Pittsburgh,
Pennsylvania
|
US$661萬
|
+US$2.67萬
|
+353
|
+0.4%
|
|
