|
1
|
|
US$2.97億
|
-US$311萬
|
-98,151
|
-1%
|
|
|
2
|
Allworth Financial
Folsom,
California
|
US$2.79億
|
+US$549萬
|
+172,950
|
+2%
|
|
|
3
|
Merit Financial Group
Alpharetta,
Georgia
|
US$2.34億
|
+US$6561萬
|
+2,068,669
|
+44%
|
|
|
4
|
Gitterman Wealth Management
Edison,
New Jersey
|
US$5567萬
|
+US$145萬
|
+45,803
|
+3%
|
|
|
5
|
FFT Wealth Management
Philadelphia,
Pennsylvania
|
US$4781萬
|
+US$642萬
|
+202,488
|
+17%
|
|
|
6
|
Lazard Asset Management
New York
|
US$4050萬
|
+US$1789萬
|
+564,093
|
+91%
|
|
|
7
|
Raymond James Financial
St Petersburg,
Florida
|
US$3976萬
|
+US$336萬
|
+105,834
|
+10%
|
|
|
8
|
Crestwood Advisors Group
Boston,
Massachusetts
|
US$3683萬
|
+US$87.4萬
|
+27,566
|
+3%
|
|
|
9
|
Focus Partners Wealth
Boston,
Massachusetts
|
US$3435萬
|
+US$353萬
|
+111,357
|
+12%
|
|
|
10
|
Pinnacle Associates
New York
|
US$2839萬
|
+US$9,515
|
+300
|
+0%
|
|
|
11
|
Annex Advisory Services
Brookfield,
Wisconsin
|
US$2359萬
|
-US$1970萬
|
-621,148
|
-47%
|
|
|
12
|
MML Investors Services
Springfield,
Massachusetts
|
US$2039萬
|
+US$974萬
|
+307,064
|
+107%
|
|
|
13
|
Auxano Advisors
Bellevue,
Washington
|
US$1922萬
|
+US$67萬
|
+21,136
|
+4%
|
|
|
14
|
Colony Family Offices
Charlotte,
North Carolina
|
US$1753萬
|
-US$164萬
|
-51,813
|
-9%
|
|
|
15
|
HB Wealth Management
Atlanta,
Georgia
|
US$1487萬
|
+US$726萬
|
+228,819
|
+111%
|
|
|
16
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
US$1333萬
|
+US$1234萬
|
+389,209
|
新
|
|
|
17
|
Verum Partners
Charlotte,
North Carolina
|
US$1279萬
|
-US$33萬
|
-10,411
|
-3%
|
|
|
18
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
US$1263萬
|
+US$64萬
|
+20,178
|
+6%
|
|
|
19
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
US$1230萬
|
+US$66萬
|
+20,798
|
+6%
|
|
|
20
|
Alpha Advisors
Richmond,
Virginia
|
US$1029萬
|
+US$222萬
|
+69,914
|
+30%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
US$994萬
|
+US$847萬
|
+267,115
|
+1,165%
|
|
|
22
|
SouthState Corp
Winter Haven,
Florida
|
US$923萬
|
-US$25.7萬
|
-8,101
|
-3%
|
|
|
23
|
&Partners
Nashville,
Tennessee
|
US$898萬
|
+US$824萬
|
+259,884
|
新
|
|
|
24
|
Leisure Capital Management
Costa Mesa,
California
|
US$804萬
|
+US$31.3萬
|
+9,880
|
+4%
|
|
|
25
|
Archer Investment Management
Austin,
Texas
|
US$786萬
|
-US$289萬
|
-91,189
|
-28%
|
|
