|
26
|
Portland Global Advisors
Portland,
Maine
|
US$4414萬
|
-US$654萬
|
-225,313
|
-13%
|
|
|
27
|
Acorn Financial Advisory Services
Reston,
Virginia
|
US$4172萬
|
+US$394萬
|
+135,777
|
+10%
|
|
|
28
|
|
US$4132萬
|
+US$371萬
|
+127,596
|
+10%
|
|
|
29
|
AssetMark Inc
Concord,
California
|
US$3976萬
|
+US$801萬
|
+275,776
|
+25%
|
|
|
30
|
Castleark Management
Chicago,
Illinois
|
US$3870萬
|
–
|
–
|
–
|
|
|
31
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
US$3768萬
|
-US$26.9萬
|
-9,269
|
-0.7%
|
|
|
32
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
US$3398萬
|
+US$284萬
|
+97,769
|
+9%
|
|
|
33
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
US$2944萬
|
+US$16萬
|
+5,515
|
+0.5%
|
|
|
34
|
Triad Wealth Partners
Lawrence,
Kansas
|
US$2931萬
|
+US$2948萬
|
+1,015,011
|
新
|
|
|
35
|
Crane Advisory
Fullerton,
California
|
US$2882萬
|
+US$20.4萬
|
+7,015
|
+0.7%
|
|
|
36
|
Alliance Wealth Advisors (Utah)
Centerville,
Utah
|
US$2853萬
|
+US$638萬
|
+219,730
|
+29%
|
|
|
37
|
1888 Investments
Denver,
Colorado
|
US$2843萬
|
-US$2208萬
|
-759,990
|
-44%
|
|
|
38
|
Creative Financial Designs
Kokomo,
Indiana
|
US$2734萬
|
-US$254萬
|
-87,533
|
-8%
|
|
|
39
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
US$2589萬
|
+US$123萬
|
+42,181
|
+5%
|
|
|
40
|
Raymond James Financial
St Petersburg,
Florida
|
US$2583萬
|
+US$7.76萬
|
+2,673
|
+0.3%
|
|
|
41
|
Park Avenue Securities
New York
|
US$2516萬
|
+US$18.1萬
|
+6,233
|
+0.7%
|
|
|
42
|
Nelson Capital Management
Menlo Park,
California
|
US$2508萬
|
-US$45.5萬
|
-15,662
|
-2%
|
|
|
43
|
UBS Group
Zurich,
Switzerland
|
US$2374萬
|
+US$119萬
|
+41,106
|
+5%
|
|
|
44
|
WorthPointe
La Jolla,
California
|
US$2186萬
|
+US$159萬
|
+54,895
|
+8%
|
|
|
45
|
|
US$2173萬
|
-US$386萬
|
-133,046
|
-15%
|
|
|
46
|
Glen Eagle Advisors
Kingston,
New Jersey
|
US$2167萬
|
+US$322萬
|
+110,787
|
+17%
|
|
|
47
|
D.J. St. Germain
Springfield,
Massachusetts
|
US$2072萬
|
+US$206萬
|
+70,821
|
+11%
|
|
|
48
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
US$2033萬
|
-US$336萬
|
-115,841
|
-14%
|
|
|
49
|
Evergreen Capital Management
Bellevue,
Washington
|
US$2020萬
|
-US$103萬
|
-35,372
|
-5%
|
|
|
50
|
Gradient Investments
Arden Hills,
Minnesota
|
US$2017萬
|
+US$226萬
|
+77,866
|
+13%
|
|
