|
1
|
LPL Financial
San Diego,
California
|
US$1463萬
|
+US$341萬
|
+43,749
|
+31%
|
|
|
2
|
Cabot Wealth Management
Salem,
Massachusetts
|
US$593萬
|
+US$202萬
|
+25,964
|
+54%
|
|
|
3
|
Premier Path Wealth Partners
Madison,
New Jersey
|
US$358萬
|
+US$39.6萬
|
+5,084
|
+13%
|
|
|
4
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
US$162萬
|
+US$131萬
|
+16,798
|
+492%
|
|
|
5
|
|
US$114萬
|
+US$111萬
|
+14,286
|
新
|
|
|
6
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
US$100萬
|
+US$5.54萬
|
+711
|
+6%
|
|
|
7
|
Aspiriant LLC
Los Angeles,
California
|
US$96.6萬
|
–
|
–
|
–
|
|
|
8
|
Appleton Partners
Boston,
Massachusetts
|
US$89.7萬
|
-US$2.1萬
|
-270
|
-2%
|
|
|
9
|
Ariadne Wealth Management
Santa Barbara,
California
|
US$63.4萬
|
-US$6.11萬
|
-785
|
-9%
|
|
|
10
|
Equitable Holdings
New York
|
US$60.8萬
|
+US$3.93萬
|
+505
|
+7%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
US$48.8萬
|
+US$19.3萬
|
+2,480
|
+68%
|
|
|
12
|
|
US$46.2萬
|
+US$234
|
+3
|
+0.1%
|
|
|
13
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
US$45.7萬
|
+US$1.04萬
|
+134
|
+2%
|
|
|
14
|
Western Wealth Management
Golden,
Colorado
|
US$43萬
|
-US$11.1萬
|
-1,431
|
-21%
|
|
|
15
|
Lutz Financial Services
Omaha,
Nebraska
|
US$40.1萬
|
–
|
–
|
–
|
|
|
16
|
|
US$37.5萬
|
-US$1,479
|
-19
|
-0.4%
|
|
|
17
|
KWB Wealth
Redlands,
California
|
US$34.9萬
|
–
|
–
|
–
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
US$32.2萬
|
+US$3,115
|
+40
|
+1%
|
|
|
19
|
Strategic Financial Partners
Bend,
Oregon
|
US$31.6萬
|
+US$1,012
|
+13
|
+0.3%
|
|
|
20
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
US$28.5萬
|
+US$156
|
+2
|
+0.1%
|
|
|
21
|
Portland Financial Advisors
Port Washington,
New York
|
US$24.2萬
|
–
|
–
|
–
|
|
|
22
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
US$24.1萬
|
+US$1,635
|
+21
|
+0.7%
|
|
|
23
|
NBC Securities
Birmingham,
Alabama
|
US$9.8萬
|
–
|
–
|
–
|
|
|
24
|
Geneos Wealth Management
Englewood,
Colorado
|
US$4.77萬
|
+US$467
|
+6
|
+1%
|
|
|
25
|
Medallion Wealth Advisors
Farmington,
Connecticut
|
US$4.71萬
|
–
|
–
|
–
|
|
