|
1
|
Vance Wealth
Santa Clarita,
California
|
US$1118萬
|
-US$128萬
|
-47,335
|
-10%
|
|
|
2
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
US$946萬
|
+US$45.5萬
|
+16,785
|
+5%
|
|
|
3
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
US$935萬
|
+US$26.9萬
|
+9,904
|
+3%
|
|
|
4
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
US$564萬
|
-US$346萬
|
-127,764
|
-37%
|
|
|
5
|
Curi Wealth Management
Raleigh,
North Carolina
|
US$510萬
|
+US$54.4萬
|
+20,076
|
+11%
|
|
|
6
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
US$507萬
|
+US$40.6萬
|
+14,970
|
+8%
|
|
|
7
|
TrinityPoint Wealth
Milford,
Connecticut
|
US$500萬
|
+US$9.09萬
|
+3,352
|
+2%
|
|
|
8
|
|
US$276萬
|
+US$232萬
|
+85,658
|
+395%
|
|
|
9
|
Anfield Capital Management
Irvine,
California
|
US$194萬
|
+US$11.8萬
|
+4,369
|
+6%
|
|
|
10
|
LPL Financial
San Diego,
California
|
US$178萬
|
-US$86.6萬
|
-31,946
|
-32%
|
|
|
11
|
Stratos Wealth Partners
Beachwood,
Ohio
|
US$130萬
|
+US$6,616
|
+244
|
+0.5%
|
|
|
12
|
Raymond James Trust
St. Petersburg,
Florida
|
US$120萬
|
–
|
–
|
–
|
|
|
13
|
Continuum Advisory
Eagle,
Idaho
|
US$114萬
|
+US$1.25萬
|
+460
|
+1%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
US$92.2萬
|
+US$97.1萬
|
+35,819
|
新
|
|
|
15
|
Citadel Advisors
Miami,
Florida
|
US$72.2萬
|
+US$56.2萬
|
+20,742
|
+285%
|
|
|
16
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
US$58.4萬
|
–
|
–
|
–
|
|
|
17
|
Blackhawk Capital Partners
Thiensville,
Wisconsin
|
US$46萬
|
-US$4.02萬
|
-1,483
|
-8%
|
|
|
18
|
|
US$44.3萬
|
–
|
–
|
–
|
|
|
19
|
|
US$41.8萬
|
-US$66.4萬
|
-24,469
|
-60%
|
|
|
20
|
Versant Capital Management
Phoenix,
Arizona
|
US$35.2萬
|
+US$11.3萬
|
+4,167
|
+44%
|
|
|
21
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
US$33萬
|
+US$3.19萬
|
+1,176
|
+10%
|
|
|
22
|
Kestra Advisory Services
Austin,
Texas
|
US$27.5萬
|
-US$2.73萬
|
-1,005
|
-9%
|
|
|
23
|
UMB Bank
Kansas City,
Missouri
|
US$25.7萬
|
+US$27.1萬
|
+9,991
|
新
|
|
|
24
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
US$24.8萬
|
+US$26.1萬
|
+9,636
|
新
|
|
|
25
|
Raymond James & Associates
St Petersburg,
Florida
|
US$21.9萬
|
-US$1.84萬
|
-680
|
-7%
|
|
