|
1
|
Inspire Advisors
Meridian,
Idaho
|
US$9752萬
|
-US$537萬
|
-225,326
|
-5%
|
|
|
2
|
Faithward Advisors
Lancaster,
Pennsylvania
|
US$4079萬
|
+US$129萬
|
+54,195
|
+3%
|
|
|
3
|
Creative Financial Designs
Kokomo,
Indiana
|
US$2302萬
|
-US$210萬
|
-88,201
|
-8%
|
|
|
4
|
LPL Financial
San Diego,
California
|
US$1957萬
|
+US$496萬
|
+207,800
|
+34%
|
|
|
5
|
Bare Financial Services
Gap,
Pennsylvania
|
US$1890萬
|
+US$60.1萬
|
+25,215
|
+3%
|
|
|
6
|
Inspire Investing
Meridian,
Idaho
|
US$1827萬
|
-US$525萬
|
-220,128
|
-22%
|
|
|
7
|
OneAscent Financial Services
Birmingham,
Alabama
|
US$1305萬
|
-US$274萬
|
-115,046
|
-17%
|
|
|
8
|
PAX Financial Group
San Antonio,
Texas
|
US$829萬
|
+US$11.1萬
|
+4,669
|
+1%
|
|
|
9
|
Plan A Wealth
Lincoln,
Nebraska
|
US$765萬
|
+US$58.9萬
|
+24,681
|
+8%
|
|
|
10
|
United Capital Financial Advisors
Irving,
Texas
|
US$635萬
|
+US$99萬
|
+41,529
|
+18%
|
|
|
11
|
AssetMark Inc
Concord,
California
|
US$530萬
|
+US$26萬
|
+10,891
|
+5%
|
|
|
12
|
LVZ Inc
Holland,
Michigan
|
US$470萬
|
+US$5.55萬
|
+2,329
|
+1%
|
|
|
13
|
Valmark Advisers
Akron,
Ohio
|
US$446萬
|
+US$2.21萬
|
+926
|
+0.5%
|
|
|
14
|
Legacy Wealth Asset Management
Woodbury,
Minnesota
|
US$439萬
|
+US$33.9萬
|
+14,223
|
+8%
|
|
|
15
|
Allworth Financial
Folsom,
California
|
US$430萬
|
+US$79.5萬
|
+33,341
|
+23%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
US$428萬
|
+US$57.3萬
|
+24,036
|
+15%
|
|
|
17
|
WorthPointe
La Jolla,
California
|
US$366萬
|
-US$126萬
|
-52,796
|
-26%
|
|
|
18
|
Range Financial Group
Tigard,
Oregon
|
US$363萬
|
+US$46.6萬
|
+19,528
|
+15%
|
|
|
19
|
OneAscent Investment Solutions
Birmingham,
Alabama
|
US$352萬
|
-US$14.8萬
|
-6,216
|
-4%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
US$300萬
|
+US$80.4萬
|
+33,701
|
+36%
|
|
|
21
|
TrueWealth Advisors
Birmingham,
Alabama
|
US$294萬
|
+US$32萬
|
+13,411
|
+12%
|
|
|
22
|
|
US$273萬
|
-US$203萬
|
-85,266
|
-43%
|
|
|
23
|
Belpointe Asset Management
Reno,
Nevada
|
US$253萬
|
+US$1.71萬
|
+717
|
+0.7%
|
|
|
24
|
Farther Finance Advisors
San Francisco,
California
|
US$250萬
|
+US$67.6萬
|
+28,326
|
+37%
|
|
|
25
|
Citadel Advisors
Miami,
Florida
|
US$233萬
|
-US$312萬
|
-130,875
|
-57%
|
|
