|
1
|
MASECO Private Wealth
London,
|
$4458万
|
+$4203万
|
+660,004
|
新規
|
|
|
2
|
Willow Creek Wealth Management
Sebastopol,
California
|
$1462万
|
+$83.2万
|
+13,066
|
+6%
|
|
|
3
|
Clarity Asset Management
Ames,
Iowa
|
$1402万
|
+$118万
|
+18,553
|
+10%
|
|
|
4
|
Corient Private Wealth
Miami,
Florida
|
$956万
|
-$172万
|
-27,038
|
-16%
|
|
|
5
|
Focus Partners Wealth
Boston,
Massachusetts
|
$451万
|
-$14.5万
|
-2,277
|
-3%
|
|
|
6
|
Longview Asset Management (New Mexico)
Santa Fe,
New Mexico
|
$436万
|
-$17.1万
|
-2,684
|
-4%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$396万
|
+$7.35万
|
+1,155
|
+2%
|
|
|
8
|
Waverly Advisors
Birmingham,
Alabama
|
$373万
|
-$2.8万
|
-439
|
-0.8%
|
|
|
9
|
Riverwater Partners
Milwaukee,
Wisconsin
|
$353万
|
+$93.3万
|
+14,647
|
+39%
|
|
|
10
|
HighTower Advisors
Chicago,
Illinois
|
$318万
|
-$35.1万
|
-5,520
|
-10%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$222万
|
+$173万
|
+27,237
|
+484%
|
|
|
12
|
Wealthstream Advisors
New York
|
$212万
|
-$4.59万
|
-721
|
-2%
|
|
|
13
|
HUB Investment Partners
Austin,
Texas
|
$204万
|
+$193万
|
+30,234
|
新規
|
|
|
14
|
Trademark Financial Management
Bloomington,
Minnesota
|
$179万
|
+$15.5万
|
+2,429
|
+10%
|
|
|
15
|
Trellis Wealth Advisors
San Luis Obispo,
California
|
$177万
|
+$573
|
+9
|
+0%
|
|
|
16
|
Northland Capital Management
Virginia,
Minnesota
|
$168万
|
-$18.7万
|
-2,932
|
-11%
|
|
|
17
|
Highland Financial Advisors
Wayne,
New Jersey
|
$158万
|
-$14.5万
|
-2,272
|
-9%
|
|
|
18
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$145万
|
-$2.59万
|
-407
|
-2%
|
|
|
19
|
MB Generational Wealth
Spokane,
Washington
|
$140万
|
–
|
–
|
–
|
|
|
20
|
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
|
$115万
|
–
|
–
|
–
|
|
|
21
|
|
$108万
|
+$102万
|
+15,998
|
新規
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$96.6万
|
+$47.3万
|
+7,429
|
+108%
|
|
|
23
|
Opes Wealth Management
Menlo Park,
California
|
$92.2万
|
+$11.2万
|
+1,764
|
+15%
|
|
|
24
|
Citadel Advisors
Miami,
Florida
|
$91.3万
|
+$86万
|
+13,510
|
新規
|
|
|
25
|
Vestment Financial
Chanhassen,
Minnesota
|
$88.1万
|
+$17.9万
|
+2,807
|
+27%
|
|
