|
1
|
HUB Investment Partners
Austin,
Texas
|
$771万
|
+$775万
|
+310,436
|
新規
|
|
|
2
|
Pinion Investment Advisors
Wichita,
Kansas
|
$280万
|
+$168万
|
+67,198
|
+148%
|
|
|
3
|
Disciplined Investments
Tulsa,
Oklahoma
|
$200万
|
+$201万
|
+80,708
|
新規
|
|
|
4
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$191万
|
+$190万
|
+76,196
|
新規
|
|
|
5
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$135万
|
+$136万
|
+54,455
|
新規
|
|
|
6
|
Snowden Capital Advisors
New York
|
$104万
|
+$104万
|
+41,698
|
新規
|
|
|
7
|
Gerber LLC
Columbus,
Ohio
|
$91.5万
|
+$92万
|
+36,854
|
新規
|
|
|
8
|
Farther Finance Advisors
San Francisco,
California
|
$54.2万
|
+$54.4万
|
+21,814
|
新規
|
|
|
9
|
Millington Financial Advisors
Naperville,
Illinois
|
$52.1万
|
+$52.8万
|
+21,150
|
新規
|
|
|
10
|
Heritage Oak Wealth Advisors
Santa Rosa Beach,
Florida
|
$51.1万
|
+$51.4万
|
+20,591
|
新規
|
|
|
11
|
CAP Partners LLC
Franklin,
Tennessee
|
$50.6万
|
+$50.9万
|
+20,400
|
新規
|
|
|
12
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$41.2万
|
+$41.4万
|
+16,586
|
新規
|
|
|
13
|
Maia Wealth
Denver,
Colorado
|
$36.2万
|
+$36.4万
|
+14,567
|
新規
|
|
|
14
|
Box Hill Private Wealth
Scottsdale,
Arizona
|
$33.5万
|
+$33.7万
|
+13,506
|
新規
|
|
|
15
|
Silver Oak Securities
Jackson,
Tennessee
|
$31万
|
+$31.2万
|
+12,487
|
新規
|
|
|
16
|
Legacy Capital Wealth Partners
Little Rock,
Arkansas
|
$26.3万
|
+$26.4万
|
+10,584
|
新規
|
|
|
17
|
Summit Financial
Parsippany,
New Jersey
|
$23.2万
|
+$23.4万
|
+9,362
|
新規
|
|
|
18
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$22万
|
+$22.1万
|
+8,855
|
新規
|
|
|
19
|
PlanVest Financial
Gaithersburg,
Maryland
|
$3.39万
|
+$3.41万
|
+1,366
|
新規
|
|
|
20
|
Toth Financial Advisory
Leesburg,
Virginia
|
$260
|
–
|
–
|
–
|
|
|
21
|
HighTower Advisors
Chicago,
Illinois
|
–
|
-$135万
|
-56,450
|
解消
|
|
|
22
|
Private Advisor Group
Morristown,
New Jersey
|
–
|
-$20.2万
|
-8,418
|
解消
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
–
|
-$8.6万
|
-3,592
|
解消
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
–
|
-$96
|
-4
|
解消
|
|
