|
26
|
|
US$234萬
|
+US$72.9萬
|
+31,003
|
+45%
|
|
|
27
|
Penobscot Investment Management
Boston,
Massachusetts
|
US$230萬
|
+US$61.8萬
|
+26,300
|
+37%
|
|
|
28
|
First Western Trust Bank
Denver,
Colorado
|
US$167萬
|
+US$118萬
|
+50,225
|
+242%
|
|
|
29
|
UBS Group
Zurich,
Switzerland
|
US$152萬
|
+US$12.8萬
|
+5,466
|
+9%
|
|
|
30
|
Talisman Wealth Advisors
Mountainside,
New Jersey
|
US$148萬
|
+US$51.2萬
|
+21,786
|
新
|
|
|
31
|
Keeler Thomas Management
Orem,
Utah
|
US$148萬
|
-US$148萬
|
-62,956
|
-50%
|
|
|
32
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
US$147萬
|
+US$12.1萬
|
+5,136
|
+9%
|
|
|
33
|
Action Point Financial Planning
Grand Rapids,
Michigan
|
US$133萬
|
+US$133萬
|
+56,671
|
新
|
|
|
34
|
Osaic Holdings
Scottsdale,
Arizona
|
US$112萬
|
+US$49.7萬
|
+21,122
|
+80%
|
|
|
35
|
Focused Alpha LLC
Denver,
Colorado
|
US$110萬
|
+US$12.6萬
|
+5,381
|
+13%
|
|
|
36
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
US$99.3萬
|
+US$19.3萬
|
+8,212
|
+24%
|
|
|
37
|
Lido Advisors
Los Angeles,
California
|
US$95.7萬
|
-US$15萬
|
-6,379
|
-14%
|
|
|
38
|
High Note Wealth
Deephaven,
Minnesota
|
US$92萬
|
+US$41.9萬
|
+17,838
|
+84%
|
|
|
39
|
Parallel Advisors
San Francisco,
California
|
US$91.3萬
|
+US$77萬
|
+32,766
|
+539%
|
|
|
40
|
Helen Stephens Group
Fort Worth,
Texas
|
US$87.9萬
|
+US$37.3萬
|
+15,872
|
+74%
|
|
|
41
|
Guidance Point Advisors
Wellesley,
Massachusetts
|
US$83.9萬
|
+US$27.1萬
|
+11,518
|
+48%
|
|
|
42
|
Heartland Bank & Trust
Bloomington,
Illinois
|
US$82.6萬
|
+US$10.4萬
|
+4,435
|
+14%
|
|
|
43
|
Rebalance
Palo Alto,
California
|
US$81.1萬
|
+US$1.21萬
|
+514
|
+2%
|
|
|
44
|
Foundations Investment Advisors
Phoenix,
Arizona
|
US$74.3萬
|
+US$37.7萬
|
+16,027
|
+103%
|
|
|
45
|
WrapManager Inc
Mill Valley,
California
|
US$73.4萬
|
-US$8.65萬
|
-3,681
|
-11%
|
|
|
46
|
Bullock Wealth Management
Bloomington,
Indiana
|
US$66萬
|
+US$16.6萬
|
+7,052
|
+33%
|
|
|
47
|
Walser Wealth Management
Tampa,
Florida
|
US$63.9萬
|
+US$37.7萬
|
+16,042
|
+144%
|
|
|
48
|
Stifel Financial
St. Louis,
Missouri
|
US$63.6萬
|
+US$7.42萬
|
+3,156
|
+13%
|
|
|
49
|
Beacon Pointe Advisors
Newport Beach,
California
|
US$59.7萬
|
+US$10.9萬
|
+4,630
|
+22%
|
|
|
50
|
Beese Fulmer Investment Management
Canton,
Ohio
|
US$56.6萬
|
+US$8.87萬
|
+3,775
|
+19%
|
|
