|
1
|
|
US$2.52億
|
+US$2648萬
|
+609,753
|
+12%
|
|
|
2
|
IMPACTfolio
Denver,
Colorado
|
US$2773萬
|
+US$75.7萬
|
+17,427
|
+3%
|
|
|
3
|
LPL Financial
San Diego,
California
|
US$2371萬
|
-US$250萬
|
-57,566
|
-10%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
US$2283萬
|
+US$66萬
|
+15,202
|
+3%
|
|
|
5
|
Jones Financial Companies
Des Peres,
Missouri
|
US$1798萬
|
+US$189萬
|
+43,525
|
+12%
|
|
|
6
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
US$1636萬
|
-US$129萬
|
-29,607
|
-7%
|
|
|
7
|
|
US$1593萬
|
-US$16.3萬
|
-3,764
|
-1%
|
|
|
8
|
|
US$1371萬
|
+US$56.9萬
|
+13,099
|
+4%
|
|
|
9
|
Allworth Financial
Folsom,
California
|
US$1183萬
|
+US$68.2萬
|
+15,696
|
+6%
|
|
|
10
|
Advisory Services Network
Atlanta,
Georgia
|
US$752萬
|
+US$17.9萬
|
+4,127
|
+2%
|
|
|
11
|
|
US$700萬
|
-US$333萬
|
-76,696
|
-32%
|
|
|
12
|
|
US$696萬
|
+US$16.6萬
|
+3,827
|
+2%
|
|
|
13
|
Bond & Devick Financial Network
St. Louis Park,
Minnesota
|
US$663萬
|
+US$39.1萬
|
+9,004
|
+6%
|
|
|
14
|
Decker Retirement Planning
Levi,
Utah
|
US$448萬
|
+US$86.3萬
|
+19,872
|
+24%
|
|
|
15
|
Perigon Wealth Management
San Francisco,
California
|
US$434萬
|
+US$63萬
|
+14,505
|
+17%
|
|
|
16
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
US$419萬
|
+US$28.2萬
|
+6,489
|
+7%
|
|
|
17
|
SoFi Wealth
San Francisco,
California
|
US$407萬
|
+US$65.4萬
|
+15,057
|
+19%
|
|
|
18
|
One Wealth Advisors
San Francisco,
California
|
US$406萬
|
+US$63.2萬
|
+14,556
|
+18%
|
|
|
19
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
US$378萬
|
+US$70.7萬
|
+16,281
|
+23%
|
|
|
20
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
US$342萬
|
+US$65.3萬
|
+15,027
|
+24%
|
|
|
21
|
Xena Financial Planning
Portland,
Oregon
|
US$333萬
|
+US$135萬
|
+30,979
|
+68%
|
|
|
22
|
Archer Investment Management
Austin,
Texas
|
US$333萬
|
+US$4.07萬
|
+938
|
+1%
|
|
|
23
|
Bank of America
Charlotte,
North Carolina
|
US$331萬
|
+US$155萬
|
+35,769
|
+89%
|
|
|
24
|
Jordan Park Group
San Francisco,
California
|
US$324萬
|
–
|
–
|
–
|
|
|
25
|
US Bancorp
Minneapolis,
Minnesota
|
US$320萬
|
+US$31.3萬
|
+7,207
|
+11%
|
|
