|
1
|
Focus Partners Wealth
Boston,
Massachusetts
|
US$3.89億
|
+US$497萬
|
+27,256
|
+1%
|
|
|
2
|
SFMG Wealth Advisors
Plano,
Texas
|
US$1.05億
|
+US$348萬
|
+19,124
|
+4%
|
|
|
3
|
Tolleson Wealth Management
Dallas,
Texas
|
US$9566萬
|
-US$473萬
|
-25,949
|
-5%
|
|
|
4
|
LPL Financial
San Diego,
California
|
US$6986萬
|
+US$384萬
|
+21,052
|
+6%
|
|
|
5
|
Perennial Investment Advisors
Los Angeles,
California
|
US$5624萬
|
-US$306萬
|
-16,794
|
-5%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
US$3865萬
|
-US$119萬
|
-6,548
|
-3%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
US$3838萬
|
-US$275萬
|
-15,096
|
-7%
|
|
|
8
|
Howard Capital Management
Roswell,
Georgia
|
US$3771萬
|
+US$3676萬
|
+201,781
|
新
|
|
|
9
|
BIP Wealth
Atlanta,
Georgia
|
US$3229萬
|
+US$1214萬
|
+66,660
|
+63%
|
|
|
10
|
Sage Mountain Advisors
Atlanta,
Georgia
|
US$3106萬
|
-US$33.3萬
|
-1,826
|
-1%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
US$3010萬
|
-US$780萬
|
-42,827
|
-21%
|
|
|
12
|
|
US$2297萬
|
-US$39萬
|
-2,142
|
-2%
|
|
|
13
|
McKinney Capital Management
Houston,
Texas
|
US$1936萬
|
+US$1887萬
|
+103,585
|
新
|
|
|
14
|
Marotta Asset Management
Charlottesville,
Virginia
|
US$1591萬
|
+US$331萬
|
+18,162
|
+27%
|
|
|
15
|
Paul R. Ried Financial Group
Bellevue,
Washington
|
US$1429萬
|
+US$45.4萬
|
+2,491
|
+3%
|
|
|
16
|
Continuum Advisory
Eagle,
Idaho
|
US$1403萬
|
+US$28.9萬
|
+1,589
|
+2%
|
|
|
17
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
US$1376萬
|
-US$197萬
|
-10,839
|
-13%
|
|
|
18
|
American Money Management
Rancho Santa Fe,
California
|
US$1348萬
|
+US$42.8萬
|
+2,352
|
+3%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
US$1244萬
|
-US$14.1萬
|
-776
|
-1%
|
|
|
20
|
Vaquero Private Wealth
Dallas,
Texas
|
US$1175萬
|
+US$1146萬
|
+62,881
|
新
|
|
|
21
|
Goodman Advisory Group
Needham,
Massachusetts
|
US$1121萬
|
+US$77.2萬
|
+4,240
|
+8%
|
|
|
22
|
Mount Yale Investment Advisors
Denver,
Colorado
|
US$1082萬
|
+US$1055萬
|
+57,890
|
新
|
|
|
23
|
ARQ Wealth Advisors
Scottsdale,
Arizona
|
US$1069萬
|
+US$270萬
|
+14,832
|
+35%
|
|
|
24
|
Eagle Strategies
New York
|
US$1066萬
|
-US$18.3萬
|
-1,004
|
-2%
|
|
|
25
|
Garrett Wealth Advisory Group
Weatherford,
Texas
|
US$997萬
|
-US$63.2萬
|
-3,468
|
-6%
|
|
