|
1
|
Focus Partners Wealth
Boston,
Massachusetts
|
US$2.02億
|
+US$2.05億
|
+4,004,109
|
新
|
|
|
2
|
Independent Financial Group
San Diego,
California
|
US$764萬
|
+US$32萬
|
+6,254
|
+4%
|
|
|
3
|
Peregrine Asset Advisers
Portland,
Oregon
|
US$756萬
|
-US$35萬
|
-6,841
|
-4%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
US$508萬
|
+US$23.2萬
|
+4,529
|
+5%
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
US$399萬
|
-US$8,292
|
-162
|
-0.2%
|
|
|
6
|
|
US$360萬
|
-US$273萬
|
-53,425
|
-43%
|
|
|
7
|
Flow Traders U.S.
New York
|
US$349萬
|
+US$107萬
|
+20,965
|
+43%
|
|
|
8
|
Valued Wealth Advisors
Holladay,
Utah
|
US$215萬
|
+US$4,146
|
+81
|
+0.2%
|
|
|
9
|
NewEdge Advisors
New Orleans,
Louisiana
|
US$162萬
|
-US$17.7萬
|
-3,455
|
-10%
|
|
|
10
|
Quantinno Capital Management
New York
|
US$143萬
|
+US$58.4萬
|
+11,419
|
+67%
|
|
|
11
|
Raymond James Financial
St Petersburg,
Florida
|
US$106萬
|
+US$10.3萬
|
+2,011
|
+11%
|
|
|
12
|
Creative Planning
Overland Park,
Kansas
|
US$102萬
|
–
|
–
|
–
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
US$98.3萬
|
-US$8,190
|
-160
|
-0.8%
|
|
|
14
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
US$75.2萬
|
-US$1.85萬
|
-361
|
-2%
|
|
|
15
|
Mercer Global Advisors
Denver,
Colorado
|
US$75.2萬
|
-US$1.85萬
|
-361
|
-2%
|
|
|
16
|
D.B. Root & Company
Pittsburgh,
Pennsylvania
|
US$69.6萬
|
-US$9,367
|
-183
|
-1%
|
|
|
17
|
Aurelius Family Office
Bedford,
New Hampshire
|
US$68.2萬
|
+US$28.5萬
|
+5,562
|
+70%
|
|
|
18
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
US$55.5萬
|
+US$11.4萬
|
+2,219
|
+25%
|
|
|
19
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
US$37萬
|
–
|
–
|
–
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
US$35.8萬
|
-US$3.29萬
|
-642
|
-8%
|
|
|
21
|
Lansing Street Advisors
Ambler,
Pennsylvania
|
US$28.7萬
|
+US$4,709
|
+92
|
+2%
|
|
|
22
|
E6 Portfolios
Midvale,
Utah
|
US$26.8萬
|
+US$1.49萬
|
+292
|
+6%
|
|
|
23
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
US$26.5萬
|
-US$1.54萬
|
-301
|
-6%
|
|
|
24
|
Anchor Investment Management
Columbia,
South Carolina
|
US$3.02萬
|
–
|
–
|
–
|
|
|
25
|
|
US$2.67萬
|
-US$5.56萬
|
-1,087
|
-67%
|
|
