|
1
|
Avior Wealth Management
Omaha,
Nebraska
|
US$4551萬
|
+US$551萬
|
+131,956
|
+15%
|
|
|
2
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
US$3467萬
|
+US$440萬
|
+105,370
|
+16%
|
|
|
3
|
GeoWealth Management
Chicago,
Illinois
|
US$1684萬
|
+US$342萬
|
+81,832
|
+28%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
US$1308萬
|
+US$367萬
|
+87,969
|
+43%
|
|
|
5
|
Steward Partners Investment Advisory
New York
|
US$1187萬
|
+US$1111萬
|
+266,022
|
+665,055%
|
|
|
6
|
Truist Financial
Charlotte,
North Carolina
|
US$1137萬
|
+US$366萬
|
+87,678
|
+52%
|
|
|
7
|
CreativeOne Wealth
Overland Park,
Kansas
|
US$1091萬
|
-US$698萬
|
-167,036
|
-41%
|
|
|
8
|
Continental Investors Services
Longview,
Washington
|
US$1059萬
|
+US$272萬
|
+65,130
|
+36%
|
|
|
9
|
Sanchez Wealth Management Group
Jacksonville,
Florida
|
US$973萬
|
+US$25.5萬
|
+6,111
|
+3%
|
|
|
10
|
LPL Financial
San Diego,
California
|
US$955萬
|
+US$443萬
|
+106,127
|
+98%
|
|
|
11
|
Strive Financial Group
Carmel,
Indiana
|
US$918萬
|
+US$670萬
|
+160,506
|
+354%
|
|
|
12
|
Koshinski Asset Management
Decatur,
Illinois
|
US$661萬
|
+US$40.6萬
|
+9,709
|
+7%
|
|
|
13
|
Arete Wealth Advisors
Chicago,
Illinois
|
US$508萬
|
-US$10.5萬
|
-2,508
|
-2%
|
|
|
14
|
Strategic Blueprint
Atlanta,
Georgia
|
US$354萬
|
+US$25.3萬
|
+6,067
|
+8%
|
|
|
15
|
Advisory Services Network
Atlanta,
Georgia
|
US$340萬
|
-US$7.14萬
|
-1,709
|
-2%
|
|
|
16
|
Maia Wealth
Denver,
Colorado
|
US$321萬
|
+US$31.3萬
|
+7,502
|
+12%
|
|
|
17
|
M1 Capital Management
Bloomfield Hills,
Michigan
|
US$321萬
|
+US$6.39萬
|
+1,529
|
+2%
|
|
|
18
|
Navigation Wealth Management
Fort Collins,
Colorado
|
US$300萬
|
+US$35.8萬
|
+8,573
|
+15%
|
|
|
19
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
US$244萬
|
-US$36.6萬
|
-8,755
|
-14%
|
|
|
20
|
Focused Alpha LLC
Denver,
Colorado
|
US$240萬
|
+US$225萬
|
+53,882
|
新
|
|
|
21
|
Advyzon Investment Management
Lisle,
Illinois
|
US$233萬
|
+US$27.2萬
|
+6,511
|
+14%
|
|
|
22
|
Prosperity Financial Group
San Ramon,
California
|
US$231萬
|
+US$2.26萬
|
+540
|
+1%
|
|
|
23
|
Farther Finance Advisors
San Francisco,
California
|
US$212萬
|
+US$197萬
|
+47,197
|
+13,258%
|
|
|
24
|
Alteri Wealth
Westlake Village,
California
|
US$183萬
|
-US$4.76萬
|
-1,139
|
-3%
|
|
|
25
|
Golden State Wealth Management
Santa Ana,
California
|
US$177萬
|
+US$166萬
|
+39,660
|
新
|
|
