|
1
|
Income Research & Management
Boston,
Massachusetts
|
US$509萬
|
–
|
–
|
–
|
|
|
2
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
US$462萬
|
+US$169萬
|
+33,423
|
+58%
|
|
|
3
|
BCGM Wealth Management
Lafayette,
Indiana
|
US$391萬
|
+US$6.72萬
|
+1,329
|
+2%
|
|
|
4
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
US$209萬
|
+US$77萬
|
+15,224
|
+59%
|
|
|
5
|
LPL Financial
San Diego,
California
|
US$131萬
|
+US$130萬
|
+25,771
|
新
|
|
|
6
|
Oasis Advisors
Forest City,
Iowa
|
US$93.7萬
|
+US$93.1萬
|
+18,425
|
新
|
|
|
7
|
Citadel Advisors
Miami,
Florida
|
US$84萬
|
+US$34.1萬
|
+6,754
|
+69%
|
|
|
8
|
Balance Wealth
Delaware,
Ohio
|
US$74.5萬
|
-US$8,239
|
-163
|
-1%
|
|
|
9
|
Impact Partnership Wealth
Marietta,
Georgia
|
US$66.9萬
|
-US$809
|
-16
|
-0.1%
|
|
|
10
|
Victory Financial Group
Austin,
Texas
|
US$57萬
|
+US$56.7萬
|
+11,213
|
新
|
|
|
11
|
Plum Street Advisors
New Orleans,
Louisiana
|
US$46.8萬
|
-US$7.87萬
|
-1,557
|
-14%
|
|
|
12
|
|
US$45.1萬
|
+US$17.6萬
|
+3,480
|
+65%
|
|
|
13
|
RWA Wealth Partners
Newton,
Massachusetts
|
US$32.5萬
|
+US$32.3萬
|
+6,396
|
新
|
|
|
14
|
1620 Investment Advisors
Plymouth,
Massachusetts
|
US$2.57萬
|
+US$1.98萬
|
+392
|
+347%
|
|
|
15
|
Farther Finance Advisors
San Francisco,
California
|
US$2.54萬
|
+US$2.53萬
|
+500
|
新
|
|
|
16
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
–
|
-US$91.1萬
|
-18,156
|
已平倉
|
|
|
17
|
Inspire Advisors
Meridian,
Idaho
|
–
|
-US$42.5萬
|
-8,480
|
已平倉
|
|
|
18
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
–
|
-US$20.3萬
|
-4,000
|
已平倉
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
–
|
-US$602
|
-12
|
已平倉
|
|
