|
26
|
Insight Wealth Strategies
San Ramon,
California
|
US$230萬
|
+US$8.51萬
|
+1,482
|
+4%
|
|
|
27
|
Morton Capital Management
Calabasas,
California
|
US$196萬
|
+US$5,170
|
+90
|
+0.3%
|
|
|
28
|
Golden State Wealth Management
Santa Ana,
California
|
US$165萬
|
-US$8.39萬
|
-1,460
|
-5%
|
|
|
29
|
Ausdal Financial Partners
Davenport,
Iowa
|
US$147萬
|
-US$22.2萬
|
-3,872
|
-13%
|
|
|
30
|
Innova Wealth Partners
Newtown,
Pennsylvania
|
US$137萬
|
+US$2.08萬
|
+362
|
+2%
|
|
|
31
|
|
US$136萬
|
-US$5.74萬
|
-1,000
|
-4%
|
|
|
32
|
Sierra Capital
Miami,
Florida
|
US$127萬
|
–
|
–
|
–
|
|
|
33
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
US$123萬
|
+US$115
|
+2
|
+0%
|
|
|
34
|
Howard Bailey Securities
Fort Wayne,
Indiana
|
US$117萬
|
-US$23.5萬
|
-4,084
|
-17%
|
|
|
35
|
Belpointe Asset Management
Reno,
Nevada
|
US$112萬
|
-US$1.15萬
|
-200
|
-1%
|
|
|
36
|
Rockefeller Capital Management
New York
|
US$107萬
|
-US$5.46萬
|
-951
|
-5%
|
|
|
37
|
XY Planning Network
Bozeman,
Montana
|
US$106萬
|
+US$2.98萬
|
+518
|
+3%
|
|
|
38
|
Wright Wealth
Atlanta,
Georgia
|
US$105萬
|
-US$7,526
|
-131
|
-0.7%
|
|
|
39
|
Envestnet Asset Management
Chicago,
Illinois
|
US$92.8萬
|
-US$2.67萬
|
-465
|
-3%
|
|
|
40
|
United Advisor Group
Cincinnati,
Ohio
|
US$91.3萬
|
+US$5.77萬
|
+1,004
|
+7%
|
|
|
41
|
NewEdge Advisors
New Orleans,
Louisiana
|
US$86.5萬
|
-US$10.7萬
|
-1,867
|
-11%
|
|
|
42
|
Armis Advisers
Atlanta,
Georgia
|
US$85.4萬
|
-US$3.03萬
|
-527
|
-4%
|
|
|
43
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
US$82.7萬
|
-US$34.7萬
|
-6,045
|
-30%
|
|
|
44
|
ORBA Wealth Advisors
Chicago,
Illinois
|
US$82.2萬
|
-US$19.3萬
|
-3,361
|
-19%
|
|
|
45
|
Corient Private Wealth
Miami,
Florida
|
US$82.1萬
|
–
|
–
|
–
|
|
|
46
|
WealthPlan Investment Management
Omaha,
Nebraska
|
US$79.1萬
|
-US$8.1萬
|
-1,410
|
-10%
|
|
|
47
|
Quotient Wealth Partners
Dallas,
Texas
|
US$77.5萬
|
-US$5,917
|
-103
|
-0.8%
|
|
|
48
|
Merit Financial Group
Alpharetta,
Georgia
|
US$75.8萬
|
+US$2,011
|
+35
|
+0.3%
|
|
|
49
|
Frontier Asset Management
Sheridan,
Wyoming
|
US$72.1萬
|
-US$5.18萬
|
-902
|
-7%
|
|
|
50
|
NDWM LLC
La Jolla,
California
|
US$70萬
|
-US$5,687
|
-99
|
-0.8%
|
|
