|
1
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
US$2.74億
|
+US$1446萬
|
+190,855
|
+6%
|
|
|
2
|
Verum Partners
Charlotte,
North Carolina
|
US$6426萬
|
+US$1809萬
|
+238,753
|
+40%
|
|
|
3
|
Topsail Wealth Management
Charlotte,
North Carolina
|
US$4700萬
|
+US$1750萬
|
+231,019
|
+60%
|
|
|
4
|
Karpus Investment Management
Pittsford,
New York
|
US$4688萬
|
+US$179萬
|
+23,571
|
+4%
|
|
|
5
|
Aprio Wealth Management
Atlanta,
Georgia
|
US$4368萬
|
-US$450萬
|
-59,409
|
-9%
|
|
|
6
|
Jones Financial Companies
Des Peres,
Missouri
|
US$3818萬
|
+US$1932萬
|
+255,063
|
+104%
|
|
|
7
|
Mills Wealth Advisors
Southlake,
Texas
|
US$3444萬
|
+US$391萬
|
+51,597
|
+13%
|
|
|
8
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
US$2520萬
|
+US$458萬
|
+60,472
|
+22%
|
|
|
9
|
Focus Partners Wealth
Boston,
Massachusetts
|
US$2202萬
|
-US$148萬
|
-19,553
|
-6%
|
|
|
10
|
Opus Capital Group
Cincinnati,
Ohio
|
US$1901萬
|
-US$8.23萬
|
-1,087
|
-0.4%
|
|
|
11
|
San Luis Wealth Advisors
San Luis Obispo,
California
|
US$1636萬
|
-US$124萬
|
-16,347
|
-7%
|
|
|
12
|
Truist Financial
Charlotte,
North Carolina
|
US$1584萬
|
+US$870萬
|
+114,804
|
+124%
|
|
|
13
|
Elite Life Management
Sarasota,
Florida
|
US$1453萬
|
+US$151萬
|
+19,920
|
+11%
|
|
|
14
|
MB, Levis & Associates
Center Valley,
Pennsylvania
|
US$1397萬
|
+US$7.59萬
|
+1,002
|
+0.6%
|
|
|
15
|
CGN Advisors
Manhattan,
Kansas
|
US$1322萬
|
+US$5.85萬
|
+772
|
+0.4%
|
|
|
16
|
Alaethes Wealth
Glenbrook,
Nevada
|
US$1226萬
|
+US$1215萬
|
+160,419
|
新
|
|
|
17
|
Tradewinds Capital Management
Bellingham,
Washington
|
US$1176萬
|
+US$1167萬
|
+153,988
|
新
|
|
|
18
|
|
US$1174萬
|
+US$1001萬
|
+132,200
|
+614%
|
|
|
19
|
Mallini Complete Financial Planning
Gainesville,
Florida
|
US$1007萬
|
+US$998萬
|
+131,776
|
新
|
|
|
20
|
Verus Financial Partners
Richmond,
Virginia
|
US$909萬
|
+US$162萬
|
+21,441
|
+22%
|
|
|
21
|
TFO Wealth Partners
Maumee,
Ohio
|
US$879萬
|
+US$246萬
|
+32,505
|
+39%
|
|
|
22
|
Penney Financial
Houston,
Texas
|
US$867萬
|
+US$859萬
|
+113,444
|
新
|
|
|
23
|
Keystone Financial Group (Georgia)
Atlanta,
Georgia
|
US$834萬
|
+US$375萬
|
+49,443
|
+83%
|
|
|
24
|
LPL Financial
San Diego,
California
|
US$761萬
|
+US$331萬
|
+43,723
|
+78%
|
|
|
25
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
US$745萬
|
+US$613萬
|
+80,933
|
+490%
|
|
