|
1
|
WJ Interests
Sugar Land,
Texas
|
US$5248萬
|
+US$223萬
|
+74,355
|
+5%
|
|
|
2
|
Ferguson Shapiro
Decatur,
Georgia
|
US$4463萬
|
-US$877萬
|
-292,730
|
-17%
|
|
|
3
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
US$3186萬
|
-US$64.7萬
|
-21,612
|
-2%
|
|
|
4
|
Wright Wealth
Atlanta,
Georgia
|
US$1893萬
|
+US$63.7萬
|
+21,276
|
+4%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
US$1535萬
|
+US$34.9萬
|
+11,651
|
+2%
|
|
|
6
|
Professional Financial Advisors
North Platte,
Nebraska
|
US$1331萬
|
+US$17.1萬
|
+5,711
|
+1%
|
|
|
7
|
Aspect Partners
Fairfax,
Virginia
|
US$889萬
|
+US$27.6萬
|
+9,229
|
+3%
|
|
|
8
|
World Investment Advisors
Santa Barbara,
California
|
US$836萬
|
–
|
–
|
–
|
|
|
9
|
Mather Group
Chicago,
Illinois
|
US$602萬
|
+US$410萬
|
+136,927
|
+234%
|
|
|
10
|
BLVD Private Wealth
Prospect,
Kentucky
|
US$514萬
|
-US$18.1萬
|
-6,036
|
-3%
|
|
|
11
|
Fermata Advisors
Sonoma,
California
|
US$494萬
|
+US$71.9萬
|
+24,000
|
+18%
|
|
|
12
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
US$464萬
|
+US$26.5萬
|
+8,860
|
+6%
|
|
|
13
|
Action Point Financial Planning
Grand Rapids,
Michigan
|
US$375萬
|
+US$365萬
|
+121,915
|
新
|
|
|
14
|
First Business Financial Services
Madison,
Wisconsin
|
US$363萬
|
+US$120萬
|
+39,900
|
+51%
|
|
|
15
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
US$272萬
|
-US$27.4萬
|
-9,143
|
-9%
|
|
|
16
|
Nicholas Hoffman & Company
Atlanta,
Georgia
|
US$231萬
|
+US$25.8萬
|
+8,628
|
+13%
|
|
|
17
|
Oregon Pacific Wealth Management
Medford,
Oregon
|
US$173萬
|
-US$2.06萬
|
-687
|
-1%
|
|
|
18
|
RHS Financial
San Francisco,
California
|
US$168萬
|
+US$163萬
|
+54,570
|
新
|
|
|
19
|
Manhattan West Asset Management
Los Angeles,
California
|
US$139萬
|
+US$135萬
|
+45,085
|
新
|
|
|
20
|
MML Investors Services
Springfield,
Massachusetts
|
US$124萬
|
+US$12.4萬
|
+4,139
|
+11%
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
US$122萬
|
–
|
–
|
–
|
|
|
22
|
Private Advisory Group
Redmond,
Washington
|
US$107萬
|
–
|
–
|
–
|
|
|
23
|
Ballast Rock Private Wealth
Charleston,
South Carolina
|
US$107萬
|
+US$26.4萬
|
+8,800
|
+34%
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
US$107萬
|
+US$11.4萬
|
+3,819
|
+12%
|
|
|
25
|
|
US$93.2萬
|
+US$21萬
|
+7,022
|
+30%
|
|
