|
1
|
|
$7418万
|
+$872万
|
+277,775
|
+13%
|
|
|
2
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$6233万
|
+$805万
|
+256,519
|
+14%
|
|
|
3
|
Unique Wealth
Clearwater,
Florida
|
$590万
|
+$69.6万
|
+22,155
|
+13%
|
|
|
4
|
Centerline Wealth Advisors
Louisville,
Kentucky
|
$461万
|
+$22.2万
|
+7,062
|
+5%
|
|
|
5
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$346万
|
-$7068万
|
-2,251,092
|
-95%
|
|
|
6
|
Storen Legacy Partners
Zionsville,
Indiana
|
$315万
|
+$41.8万
|
+13,308
|
+15%
|
|
|
7
|
OpenArc Corporate Advisory
Atlanta,
Georgia
|
$309万
|
+$93.7万
|
+29,859
|
+41%
|
|
|
8
|
Tradition Wealth Management
Edina,
Minnesota
|
$214万
|
+$3.01万
|
+960
|
+1%
|
|
|
9
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$132万
|
+$10.9万
|
+3,461
|
+9%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$67.9万
|
+$70.8万
|
+22,550
|
新規
|
|
|
11
|
LPL Financial
San Diego,
California
|
$62万
|
+$6.72万
|
+2,140
|
+12%
|
|
|
12
|
|
$47.6万
|
+$49.7万
|
+15,815
|
新規
|
|
|
13
|
Citadel Advisors
Miami,
Florida
|
$43.7万
|
+$45.6万
|
+14,531
|
新規
|
|
|
14
|
Fairvoy Private Wealth
Birmingham,
Alabama
|
$36.1万
|
+$5.24万
|
+1,670
|
+16%
|
|
|
15
|
PUREfi Wealth
Boston,
Massachusetts
|
$29.2万
|
-$1.08万
|
-344
|
-3%
|
|
|
16
|
Quotient Wealth Partners
Dallas,
Texas
|
$28万
|
+$2.98万
|
+950
|
+11%
|
|
|
17
|
Geneos Wealth Management
Englewood,
Colorado
|
$22.2万
|
–
|
–
|
–
|
|
|
18
|
Global Retirement Partners
San Rafael,
California
|
$6.21万
|
+$6.48万
|
+2,065
|
新規
|
|
|
19
|
|
$1.91万
|
–
|
–
|
–
|
|
|
20
|
CoreCap Advisors
Southfield,
Michigan
|
$1,144
|
–
|
–
|
–
|
|
|
21
|
Farther Finance Advisors
San Francisco,
California
|
$1,088
|
–
|
–
|
–
|
|
|
22
|
|
–
|
-$60万
|
-19,206
|
解消
|
|
|
23
|
TritonPoint Partners
Chevy Chase,
Maryland
|
–
|
-$25.1万
|
-8,050
|
解消
|
|
