|
1
|
Bullseye Investment Management
Cincinnati,
Ohio
|
US$3631萬
|
+US$546萬
|
+187,322
|
+18%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
US$3125萬
|
+US$2284萬
|
+783,494
|
+293%
|
|
|
3
|
VanWeelden Wealth Management
West Chester Township,
Ohio
|
US$2344萬
|
+US$2298萬
|
+788,273
|
新
|
|
|
4
|
Measured Risk Portfolios
San Diego,
California
|
US$2286萬
|
+US$2111萬
|
+724,189
|
+1,623%
|
|
|
5
|
Belpointe Asset Management
Reno,
Nevada
|
US$2087萬
|
+US$531萬
|
+182,108
|
+35%
|
|
|
6
|
Independent Financial Group
San Diego,
California
|
US$1822萬
|
+US$135萬
|
+46,227
|
+8%
|
|
|
7
|
Chicago Partners Investment Group
Chicago,
Illinois
|
US$1713萬
|
+US$617萬
|
+211,737
|
+57%
|
|
|
8
|
Kingswood Wealth Advisors
San Diego,
California
|
US$687萬
|
-US$41.2萬
|
-14,133
|
-6%
|
|
|
9
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
US$433萬
|
+US$370萬
|
+126,809
|
+674%
|
|
|
10
|
Farther Finance Advisors
San Francisco,
California
|
US$389萬
|
+US$195萬
|
+66,848
|
+104%
|
|
|
11
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
US$375萬
|
+US$6.68萬
|
+2,291
|
+2%
|
|
|
12
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
US$318萬
|
-US$27.7萬
|
-9,495
|
-8%
|
|
|
13
|
Kestra Private Wealth Services
Austin,
Texas
|
US$173萬
|
-US$2.85萬
|
-977
|
-2%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
US$171萬
|
+US$167萬
|
+57,459
|
新
|
|
|
15
|
Independent Wealth Network
Urbandale,
Iowa
|
US$148萬
|
+US$3.46萬
|
+1,187
|
+2%
|
|
|
16
|
Concurrent Investment Advisors
Tampa,
Florida
|
US$147萬
|
+US$12.1萬
|
+4,152
|
+9%
|
|
|
17
|
Strategic Blueprint
Atlanta,
Georgia
|
US$140萬
|
+US$23.5萬
|
+8,063
|
+21%
|
|
|
18
|
Clear Creek Financial Management
Silverdale,
Washington
|
US$127萬
|
-US$4.25萬
|
-1,459
|
-3%
|
|
|
19
|
&Partners
Nashville,
Tennessee
|
US$127萬
|
+US$124萬
|
+42,680
|
新
|
|
|
20
|
Delta Investment Management
San Francisco,
California
|
US$116萬
|
+US$114萬
|
+39,115
|
新
|
|
|
21
|
Trek Financial
Scottsdale,
Arizona
|
US$114萬
|
-US$22.2萬
|
-7,630
|
-17%
|
|
|
22
|
PKS Advisory Services
Albany,
New York
|
US$113萬
|
+US$111萬
|
+38,026
|
新
|
|
|
23
|
MBL Wealth
Charlotte,
North Carolina
|
US$109萬
|
+US$107萬
|
+36,804
|
新
|
|
|
24
|
Millennium Capital Advisors
Little Rock,
Arkansas
|
US$91.2萬
|
+US$6.67萬
|
+2,289
|
+8%
|
|
|
25
|
Hibernia Wealth Partners
Baton Rouge,
Louisiana
|
US$63.3萬
|
-US$62萬
|
-21,284
|
-50%
|
|
