|
1
|
Wells Fargo
San Francisco,
California
|
US$502萬
|
+US$277萬
|
+188,212
|
+73%
|
|
|
2
|
Clear Creek Financial Management
Silverdale,
Washington
|
US$380萬
|
+US$140萬
|
+94,941
|
+39%
|
|
|
3
|
|
US$286萬
|
+US$374萬
|
+253,877
|
新
|
|
|
4
|
Beam Wealth Advisors
Covington,
Louisiana
|
US$238萬
|
-US$8.46萬
|
-5,747
|
-3%
|
|
|
5
|
|
US$160萬
|
+US$9.1萬
|
+6,182
|
+5%
|
|
|
6
|
Snowden Capital Advisors
New York
|
US$156萬
|
+US$2.47萬
|
+1,676
|
+1%
|
|
|
7
|
Focus Partners Wealth
Boston,
Massachusetts
|
US$149萬
|
-US$20.2萬
|
-13,747
|
-9%
|
|
|
8
|
Wiser Wealth Management
Marietta,
Georgia
|
US$127萬
|
+US$6.71萬
|
+4,560
|
+4%
|
|
|
9
|
IEQ Capital
Foster City,
California
|
US$92萬
|
-US$33.5萬
|
-22,768
|
-22%
|
|
|
10
|
Lido Advisors
Los Angeles,
California
|
US$81.1萬
|
+US$8,153
|
+554
|
+0.8%
|
|
|
11
|
Sanctuary Advisors
Indianapolis,
Indiana
|
US$80.9萬
|
+US$56.3萬
|
+38,248
|
+114%
|
|
|
12
|
Soltis Investment Advisors
St. George,
Utah
|
US$80.7萬
|
-US$7.62萬
|
-5,175
|
-7%
|
|
|
13
|
|
US$73.5萬
|
+US$38萬
|
+25,801
|
+69%
|
|
|
14
|
Magnolia Capital Advisors
Jackson,
Mississippi
|
US$71.7萬
|
-US$4.31萬
|
-2,931
|
-4%
|
|
|
15
|
Meitav Investment House
Bene-Beraq,
Israel
|
US$66.5萬
|
+US$4.31萬
|
+2,931
|
+5%
|
|
|
16
|
RFG Advisory
Birmingham,
Alabama
|
US$65.9萬
|
+US$31.7萬
|
+21,527
|
+58%
|
|
|
17
|
Arax Advisory Partners
Denver,
Colorado
|
US$61萬
|
+US$73.9萬
|
+50,251
|
+1,305%
|
|
|
18
|
Claro Advisors
Boston,
Massachusetts
|
US$61萬
|
-US$7,284
|
-495
|
-0.9%
|
|
|
19
|
Atria Investments
Charlotte,
North Carolina
|
US$60.8萬
|
-US$7.4萬
|
-5,030
|
-9%
|
|
|
20
|
Highline Wealth Partners
Sherman Oaks,
California
|
US$57.6萬
|
+US$3.54萬
|
+2,407
|
+5%
|
|
|
21
|
Innovative Advisory Group
Lexington,
Massachusetts
|
US$56.8萬
|
-US$22.2萬
|
-15,063
|
-23%
|
|
|
22
|
Steward Partners Investment Advisory
New York
|
US$54.7萬
|
-US$3.48萬
|
-2,365
|
-5%
|
|
|
23
|
CWA Asset Management Group
Naples,
Florida
|
US$49.2萬
|
-US$9.35萬
|
-6,354
|
-13%
|
|
|
24
|
Twelve Points Wealth Management
Concord,
Massachusetts
|
US$49.1萬
|
+US$23.6萬
|
+16,039
|
+58%
|
|
|
25
|
Keel Point
Huntsville,
Alabama
|
US$46.7萬
|
+US$5.48萬
|
+3,725
|
+10%
|
|
