|
1
|
Holos Integrated Wealth
Kennett Square,
Pennsylvania
|
US$794萬
|
+US$118萬
|
+15,786
|
+17%
|
|
|
2
|
Sage Rhino Capital
Menlo Park,
California
|
US$399萬
|
+US$238萬
|
+31,788
|
+148%
|
|
|
3
|
Evolve Private Wealth
Los Angeles,
California
|
US$321萬
|
+US$2.52萬
|
+337
|
+0.8%
|
|
|
4
|
|
US$276萬
|
-US$34.3萬
|
-4,589
|
-11%
|
|
|
5
|
Buska Wealth Management
Wausau,
Wisconsin
|
US$254萬
|
+US$33.3萬
|
+4,450
|
+15%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
US$230萬
|
+US$96.5萬
|
+12,900
|
+72%
|
|
|
7
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
US$199萬
|
+US$199萬
|
+26,553
|
新
|
|
|
8
|
Worth Asset Management
Dallas,
Texas
|
US$176萬
|
+US$176萬
|
+23,503
|
新
|
|
|
9
|
Maridea Wealth Management
Brooklyn,
New York
|
US$104萬
|
+US$104萬
|
+13,905
|
新
|
|
|
10
|
Collaborative Fund Advisors
Reno,
Nevada
|
US$103萬
|
+US$103萬
|
+13,772
|
新
|
|
|
11
|
J. M. Brown & Associates
Tulsa,
Oklahoma
|
US$95.6萬
|
+US$95.6萬
|
+12,776
|
新
|
|
|
12
|
Citadel Advisors
Miami,
Florida
|
US$94.5萬
|
+US$94.4萬
|
+12,620
|
新
|
|
|
13
|
Independence Asset Advisors
Wynnewood,,
Pennsylvania
|
US$93.6萬
|
+US$55.9萬
|
+7,467
|
+148%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
US$84.5萬
|
+US$4.83萬
|
+646
|
+6%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
US$77.1萬
|
+US$2.2萬
|
+294
|
+3%
|
|
|
16
|
MML Investors Services
Springfield,
Massachusetts
|
US$73.1萬
|
+US$29.2萬
|
+3,906
|
+67%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
US$70.7萬
|
+US$21.4萬
|
+2,860
|
+43%
|
|
|
18
|
NewEdge Advisors
New Orleans,
Louisiana
|
US$67萬
|
+US$67萬
|
+8,954
|
新
|
|
|
19
|
Melfa Wealth Management
Westborough,
Massachusetts
|
US$62.3萬
|
–
|
–
|
–
|
|
|
20
|
BluePath Capital Management
Atlanta,
Georgia
|
US$59.3萬
|
+US$18.8萬
|
+2,515
|
+47%
|
|
|
21
|
Calder Financial
Downingtown,
Pennsylvania
|
US$48.4萬
|
+US$48.4萬
|
+6,470
|
新
|
|
|
22
|
Mustard Seed Financial
Magnolia,
Arkansas
|
US$41.5萬
|
+US$41.5萬
|
+5,550
|
新
|
|
|
23
|
Choreo LLC
Rockford,
Illinois
|
US$35萬
|
+US$35萬
|
+4,676
|
新
|
|
|
24
|
Thayer Partners
Wyndmoor,
Pennsylvania
|
US$32.2萬
|
+US$32.2萬
|
+4,307
|
新
|
|
|
25
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
US$31.4萬
|
+US$31.4萬
|
+4,200
|
新
|
|
