|
1
|
SEI Investments
Oaks,
Pennsylvania
|
US$7.21億
|
-US$3279萬
|
-629,335
|
-5%
|
|
|
2
|
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
US$1.49億
|
+US$1262萬
|
+242,338
|
+10%
|
|
|
3
|
Merit Financial Group
Alpharetta,
Georgia
|
US$3665萬
|
+US$403萬
|
+77,430
|
+13%
|
|
|
4
|
S&T Bank
Indiana,
Pennsylvania
|
US$2250萬
|
+US$178萬
|
+34,174
|
+9%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
US$1478萬
|
-US$18.2萬
|
-3,487
|
-1%
|
|
|
6
|
Truist Financial
Charlotte,
North Carolina
|
US$1392萬
|
-US$23.5萬
|
-4,504
|
-2%
|
|
|
7
|
Beacon Pointe Advisors
Newport Beach,
California
|
US$1277萬
|
-US$86.5萬
|
-16,610
|
-7%
|
|
|
8
|
K2 Financial
Glendora,
California
|
US$538萬
|
-US$31.6萬
|
-6,070
|
-6%
|
|
|
9
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
US$458萬
|
-US$6.27萬
|
-1,204
|
-1%
|
|
|
10
|
Global Retirement Partners
San Rafael,
California
|
US$363萬
|
+US$337萬
|
+64,659
|
新
|
|
|
11
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
US$335萬
|
+US$7.64萬
|
+1,467
|
+3%
|
|
|
12
|
Meriwether Wealth & Planning
Minden,
Louisiana
|
US$310萬
|
+US$39萬
|
+7,495
|
+16%
|
|
|
13
|
Csenge Advisory Group
Clearwater,
Florida
|
US$307萬
|
-US$24.1萬
|
-4,623
|
-8%
|
|
|
14
|
Perigon Wealth Management
San Francisco,
California
|
US$280萬
|
+US$84.6萬
|
+16,234
|
+48%
|
|
|
15
|
NewEdge Advisors
New Orleans,
Louisiana
|
US$268萬
|
-US$21.8萬
|
-4,191
|
-8%
|
|
|
16
|
Diversified Enterprises
Wilmington,
Delaware
|
US$233萬
|
-US$4,584
|
-88
|
-0.2%
|
|
|
17
|
Savant Capital
Rockford,
Illinois
|
US$223萬
|
+US$210萬
|
+40,371
|
新
|
|
|
18
|
Petra Financial Advisors
Colorado Srpings,
Colorado
|
US$217萬
|
+US$202萬
|
+38,729
|
新
|
|
|
19
|
Compass Capital Corp
Braintree,
Massachusetts
|
US$214萬
|
+US$23萬
|
+4,410
|
+13%
|
|
|
20
|
United Advisor Group
Cincinnati,
Ohio
|
US$203萬
|
-US$11.8萬
|
-2,272
|
-6%
|
|
|
21
|
Cahill Financial Advisors
Edina,
Minnesota
|
US$182萬
|
-US$16.9萬
|
-3,248
|
-9%
|
|
|
22
|
Apella Capital
West Hartford,
Connecticut
|
US$150萬
|
-US$32.6萬
|
-6,251
|
-18%
|
|
|
23
|
Independent Wealth Network
Urbandale,
Iowa
|
US$126萬
|
+US$11.7萬
|
+2,248
|
+11%
|
|
|
24
|
LPL Financial
San Diego,
California
|
US$119萬
|
-US$4.04萬
|
-776
|
-4%
|
|
|
25
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
US$117萬
|
-US$5.58萬
|
-1,071
|
-5%
|
|
