|
1
|
Apella Capital
West Hartford,
Connecticut
|
$1.2億
|
+$681万
|
+128,611
|
+6%
|
|
|
2
|
Planning Center Inc
Moline,
Illinois
|
$8551万
|
+$228万
|
+42,955
|
+3%
|
|
|
3
|
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
|
$5105万
|
+$5045万
|
+952,480
|
新規
|
|
|
4
|
Elser Financial Planning
Indianapolis,
Indiana
|
$4175万
|
+$377万
|
+71,171
|
+10%
|
|
|
5
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$3960万
|
+$115万
|
+21,725
|
+3%
|
|
|
6
|
United Wealth Management
Charlottesville,
Virginia
|
$3623万
|
+$82.9万
|
+15,657
|
+2%
|
|
|
7
|
Hill Investment Group Partners
St. Louis,
Missouri
|
$3541万
|
-$94.6万
|
-17,852
|
-3%
|
|
|
8
|
Private Wealth Management Group
Princeton,
New Jersey
|
$3407万
|
+$86.5万
|
+16,339
|
+3%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$3185万
|
+$683万
|
+128,942
|
+28%
|
|
|
10
|
Guardian Wealth Management (Tennessee)
Chattanooga,
Tennessee
|
$2610万
|
+$204万
|
+38,599
|
+9%
|
|
|
11
|
HighTower Advisors
Chicago,
Illinois
|
$2511万
|
+$11.1万
|
+2,088
|
+0.4%
|
|
|
12
|
Alpha Financial Advisors
Charlotte,
North Carolina
|
$2505万
|
-$1231万
|
-232,503
|
-33%
|
|
|
13
|
Verisail Partners
Chamblee,
Georgia
|
$2417万
|
+$84.7万
|
+15,991
|
+4%
|
|
|
14
|
Mattern Wealth Management
Lawrence,
Kansas
|
$2060万
|
+$85.2万
|
+16,083
|
+4%
|
|
|
15
|
Liberty Wealth Management
Oakland,
California
|
$2032万
|
–
|
–
|
–
|
|
|
16
|
Eaton-Cambridge
Phoenix,
Arizona
|
$1994万
|
+$248万
|
+46,800
|
+14%
|
|
|
17
|
Equita Financial Network
Fort Washington,
Pennsylvania
|
$1961万
|
+$73.6万
|
+13,893
|
+4%
|
|
|
18
|
Vermillion Wealth Management
Rosemount,
Minnesota
|
$1913万
|
+$240万
|
+45,347
|
+15%
|
|
|
19
|
Kestra Investment Management
Austin,
Texas
|
$1806万
|
+$416万
|
+78,548
|
+30%
|
|
|
20
|
Bank of America
Charlotte,
North Carolina
|
$1791万
|
+$125万
|
+23,693
|
+8%
|
|
|
21
|
GeoWealth Management
Chicago,
Illinois
|
$1698万
|
+$55.3万
|
+10,444
|
+3%
|
|
|
22
|
Oakwell Private Wealth Management
Austin,
Texas
|
$1664万
|
+$28.8万
|
+5,438
|
+2%
|
|
|
23
|
JMG Financial Group
Downers Grove,
Illinois
|
$1548万
|
+$1126万
|
+212,536
|
+278%
|
|
|
24
|
Private Advisor Group
Morristown,
New Jersey
|
$1541万
|
-$184万
|
-34,818
|
-11%
|
|
|
25
|
AssetMark Inc
Concord,
California
|
$1496万
|
+$80.2万
|
+15,136
|
+6%
|
|
