|
1
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
US$1.46億
|
+US$61.9萬
|
+13,349
|
+0.4%
|
|
|
2
|
SYM Financial Corp
Winona Lake,
Indiana
|
US$1.15億
|
+US$100萬
|
+21,654
|
+0.9%
|
|
|
3
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
US$2353萬
|
-US$3.17萬
|
-684
|
-0.1%
|
|
|
4
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
US$1440萬
|
+US$54.1萬
|
+11,654
|
+4%
|
|
|
5
|
WJ Interests
Sugar Land,
Texas
|
US$1432萬
|
-US$1759萬
|
-379,349
|
-55%
|
|
|
6
|
46 Peaks LLC
Newtown,
Pennsylvania
|
US$1283萬
|
-US$28.3萬
|
-6,104
|
-2%
|
|
|
7
|
Professional Financial Advisors
North Platte,
Nebraska
|
US$1205萬
|
+US$96.1萬
|
+20,721
|
+9%
|
|
|
8
|
Mather Group
Chicago,
Illinois
|
US$901萬
|
+US$572萬
|
+123,270
|
+176%
|
|
|
9
|
LPL Financial
San Diego,
California
|
US$374萬
|
+US$39.4萬
|
+8,490
|
+12%
|
|
|
10
|
|
US$362萬
|
+US$61.5萬
|
+13,254
|
+21%
|
|
|
11
|
|
US$318萬
|
-US$227萬
|
-48,994
|
-42%
|
|
|
12
|
AQR Capital Management
Greenwich,
Connecticut
|
US$316萬
|
+US$27.8萬
|
+5,992
|
+10%
|
|
|
13
|
Regions Financial Corp
Birmingham,
Alabama
|
US$242萬
|
+US$241萬
|
+51,958
|
新
|
|
|
14
|
Fermata Advisors
Sonoma,
California
|
US$241萬
|
-US$6.69萬
|
-1,443
|
-3%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
US$157萬
|
+US$18.3萬
|
+3,939
|
+13%
|
|
|
16
|
Citadel Advisors
Miami,
Florida
|
US$138萬
|
+US$137萬
|
+29,598
|
新
|
|
|
17
|
Leading Edge Financial Planning
Knoxville,
Tennessee
|
US$127萬
|
+US$13.4萬
|
+2,896
|
+12%
|
|
|
18
|
Kestra Advisory Services
Austin,
Texas
|
US$120萬
|
-US$2.96萬
|
-639
|
-2%
|
|
|
19
|
|
US$107萬
|
-US$27萬
|
-5,823
|
-20%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
US$87.3萬
|
-US$6,911
|
-149
|
-0.8%
|
|
|
21
|
WealthPlan Investment Management
Omaha,
Nebraska
|
US$72.6萬
|
-US$20.4萬
|
-4,396
|
-22%
|
|
|
22
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
US$58.8萬
|
-US$516萬
|
-111,350
|
-90%
|
|
|
23
|
Avion Wealth
The Woodlands,
Texas
|
US$39.3萬
|
–
|
–
|
–
|
|
|
24
|
SteelPeak Wealth
Woodland Hills,
California
|
US$30.9萬
|
+US$1.94萬
|
+418
|
+7%
|
|
|
25
|
Alvarez & Marsal Private Wealth Partners
West Palm Beach,
Florida
|
US$24.1萬
|
+US$23.9萬
|
+5,163
|
新
|
|
