|
1
|
Diversified Enterprises
Wilmington,
Delaware
|
US$9223萬
|
+US$455萬
|
+150,079
|
+5%
|
|
|
2
|
Arlington Financial Advisors
Santa Barbara,
California
|
US$5251萬
|
+US$95.6萬
|
+31,525
|
+2%
|
|
|
3
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
US$2532萬
|
-US$84.2萬
|
-27,768
|
-3%
|
|
|
4
|
Venturi Wealth Management
Austin,
Texas
|
US$2357萬
|
+US$2.57萬
|
+848
|
+0.1%
|
|
|
5
|
Paces Ferry Wealth Advisors
Atlanta,
Georgia
|
US$1893萬
|
+US$118萬
|
+38,836
|
+7%
|
|
|
6
|
Corient Private Wealth
Miami,
Florida
|
US$1865萬
|
+US$845萬
|
+278,544
|
+84%
|
|
|
7
|
Raymond James Financial
St Petersburg,
Florida
|
US$1438萬
|
-US$508萬
|
-167,376
|
-26%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
US$1184萬
|
+US$73.4萬
|
+24,197
|
+7%
|
|
|
9
|
GSB Wealth Management
Guilford,
Connecticut
|
US$997萬
|
-US$178萬
|
-58,649
|
-15%
|
|
|
10
|
Nordwand Advisors
Radnor,
Pennsylvania
|
US$962萬
|
–
|
–
|
–
|
|
|
11
|
|
US$959萬
|
+US$190萬
|
+62,580
|
+25%
|
|
|
12
|
AMI Investment Management
Kendallville,
Indiana
|
US$909萬
|
-US$421萬
|
-138,907
|
-32%
|
|
|
13
|
Archford Capital Strategies
Swansea,
Illinois
|
US$820萬
|
+US$18.4萬
|
+6,074
|
+2%
|
|
|
14
|
Proactive Wealth Strategies
Marietta,
Georgia
|
US$818萬
|
+US$117萬
|
+38,576
|
+17%
|
|
|
15
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
US$798萬
|
+US$64.8萬
|
+21,356
|
+9%
|
|
|
16
|
Fiduciary Group
Savannah,
Georgia
|
US$484萬
|
+US$19.1萬
|
+6,308
|
+4%
|
|
|
17
|
FMA Wealth Management
Duxbury,
Massachusetts
|
US$447萬
|
-US$43.5萬
|
-14,350
|
-9%
|
|
|
18
|
KWB Wealth
Redlands,
California
|
US$419萬
|
+US$107萬
|
+35,440
|
+35%
|
|
|
19
|
Citadel Advisors
Miami,
Florida
|
US$418萬
|
+US$200萬
|
+66,065
|
+94%
|
|
|
20
|
LPL Financial
San Diego,
California
|
US$331萬
|
-US$39.7萬
|
-13,099
|
-11%
|
|
|
21
|
Rockefeller Capital Management
New York
|
US$295萬
|
+US$15.8萬
|
+5,206
|
+6%
|
|
|
22
|
Consolidated Planning Corp
Atlanta,
Georgia
|
US$280萬
|
-US$36.5萬
|
-12,040
|
-12%
|
|
|
23
|
Focus Partners Wealth
Boston,
Massachusetts
|
US$273萬
|
-US$42.3萬
|
-13,943
|
-13%
|
|
|
24
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
US$241萬
|
-US$21.3萬
|
-7,023
|
-8%
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
US$185萬
|
+US$17.7萬
|
+5,851
|
+11%
|
|
