|
1
|
Bailard
Foster City,
California
|
US$565萬
|
+US$25.7萬
|
+3,456
|
+5%
|
|
|
2
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
US$523萬
|
+US$24.6萬
|
+3,311
|
+5%
|
|
|
3
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
US$500萬
|
+US$86.7萬
|
+11,667
|
+23%
|
|
|
4
|
Natural Investments
Windsor,
California
|
US$355萬
|
-US$9.6萬
|
-1,287
|
-3%
|
|
|
5
|
LPL Financial
San Diego,
California
|
US$347萬
|
+US$25.1萬
|
+3,386
|
+9%
|
|
|
6
|
Modern Wealth Management
Lenexa,
Kansas
|
US$310萬
|
-US$40.7萬
|
-5,480
|
-12%
|
|
|
7
|
PFG Investments
Woodbury,
New York
|
US$234萬
|
+US$124萬
|
+16,680
|
+136%
|
|
|
8
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
US$178萬
|
-US$6,313
|
-85
|
-0.4%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
US$165萬
|
+US$91.4萬
|
+12,302
|
+151%
|
|
|
10
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
US$110萬
|
-US$3.36萬
|
-452
|
-3%
|
|
|
11
|
|
US$93.6萬
|
–
|
–
|
–
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
US$84.5萬
|
-US$2.5萬
|
-337
|
-3%
|
|
|
13
|
Impact Investors
San Francisco,
California
|
US$80.6萬
|
-US$3.23萬
|
-435
|
-4%
|
|
|
14
|
Evergreen Capital Management
Bellevue,
Washington
|
US$73.1萬
|
-US$20.6萬
|
-2,775
|
-23%
|
|
|
15
|
Marks Group Wealth Management
Minnetonka,
Minnesota
|
US$65.2萬
|
–
|
–
|
–
|
|
|
16
|
SGL Investment Advisors
Missoula,
Montana
|
US$63.5萬
|
-US$1.5萬
|
-202
|
-3%
|
|
|
17
|
First Pacific Financial
Vancouver,
Washington
|
US$57.1萬
|
-US$10.4萬
|
-1,395
|
-16%
|
|
|
18
|
Quantinno Capital Management
New York
|
US$56.7萬
|
–
|
–
|
–
|
|
|
19
|
FSM Wealth Advisors
Cleveland,
Ohio
|
US$56.2萬
|
-US$3.51萬
|
-472
|
-6%
|
|
|
20
|
|
US$54.6萬
|
-US$9,804
|
-132
|
-2%
|
|
|
21
|
Raymond James Financial
St Petersburg,
Florida
|
US$49萬
|
+US$10.4萬
|
+1,395
|
+30%
|
|
|
22
|
Sonoma Private Wealth
Sonoma,
California
|
US$48.7萬
|
–
|
–
|
–
|
|
|
23
|
Kestra Advisory Services
Austin,
Texas
|
US$47.2萬
|
-US$2.44萬
|
-329
|
-5%
|
|
|
24
|
Allegheny Financial Group
Pittsburgh,
Pennsylvania
|
US$46.6萬
|
-US$8,244
|
-111
|
-2%
|
|
|
25
|
Enclave Advisors
Austin,
Texas
|
US$46萬
|
+US$7.61萬
|
+1,025
|
+22%
|
|
