|
1
|
Strid Group
Newtown Square,
Pennsylvania
|
US$1.01億
|
+US$649萬
|
+118,737
|
+7%
|
|
|
2
|
Valley Financial Group
Ambler,
Pennsylvania
|
US$1848萬
|
+US$26.1萬
|
+4,782
|
+1%
|
|
|
3
|
BWM Planning
The Woodlands,
Texas
|
US$1668萬
|
+US$57.1萬
|
+10,447
|
+4%
|
|
|
4
|
Menlo Advisors
Menlo Park,
California
|
US$1333萬
|
-US$5.46萬
|
-1,000
|
-0.4%
|
|
|
5
|
Empirical Finance
Havertown,
Pennsylvania
|
US$1218萬
|
-US$307萬
|
-56,132
|
-20%
|
|
|
6
|
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
US$1200萬
|
-US$314萬
|
-57,540
|
-22%
|
|
|
7
|
Waverly Advisors
Birmingham,
Alabama
|
US$1155萬
|
-US$2.94萬
|
-539
|
-0.3%
|
|
|
8
|
Stillwater Private Wealth
Glen Mills,
Pennsylvania
|
US$1059萬
|
+US$402萬
|
+73,543
|
+72%
|
|
|
9
|
One Degree Advisors
San Diego,
California
|
US$1049萬
|
+US$49.7萬
|
+9,097
|
+5%
|
|
|
10
|
Raymond James Financial
St Petersburg,
Florida
|
US$1039萬
|
+US$27.6萬
|
+5,044
|
+3%
|
|
|
11
|
Well Done LLC
Holland,
Michigan
|
US$918萬
|
+US$71.4萬
|
+13,075
|
+9%
|
|
|
12
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
US$846萬
|
-US$4.41萬
|
-807
|
-0.5%
|
|
|
13
|
Stokes Family Office
New Orleans,
Louisiana
|
US$730萬
|
-US$432萬
|
-78,985
|
-37%
|
|
|
14
|
JPL Wealth Management
Highlands Ranch,
Colorado
|
US$707萬
|
+US$216萬
|
+39,608
|
+45%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
US$612萬
|
-US$10.8萬
|
-1,973
|
-2%
|
|
|
16
|
Empowered Funds
Havertown,
Pennsylvania
|
US$582萬
|
+US$24.9萬
|
+4,559
|
+5%
|
|
|
17
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
US$542萬
|
-US$169萬
|
-30,981
|
-24%
|
|
|
18
|
LPL Financial
San Diego,
California
|
US$512萬
|
+US$22.6萬
|
+4,136
|
+5%
|
|
|
19
|
Vise Technologies
New York
|
US$427萬
|
+US$388萬
|
+71,039
|
+1,181%
|
|
|
20
|
Vestment Financial
Chanhassen,
Minnesota
|
US$376萬
|
+US$10.7萬
|
+1,954
|
+3%
|
|
|
21
|
One Plus One Wealth Management
Jupiter,
Florida
|
US$359萬
|
-US$15.4萬
|
-2,814
|
-4%
|
|
|
22
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
US$349萬
|
-US$675萬
|
-123,598
|
-66%
|
|
|
23
|
Mariner
Overland Park,
Kansas
|
US$311萬
|
-US$10.2萬
|
-1,876
|
-3%
|
|
|
24
|
Quarry Hill Advisors
St Paul,
Minnesota
|
US$295萬
|
–
|
–
|
–
|
|
|
25
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
US$290萬
|
+US$9.42萬
|
+1,724
|
+3%
|
|
