|
1
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$7271万
|
+$7297万
|
+1,566,729
|
+76,989%
|
|
|
2
|
AssetMark Inc
Concord,
California
|
$3976万
|
-$1522万
|
-326,859
|
-28%
|
|
|
3
|
Burney Company
Reston,
Virginia
|
$2691万
|
+$145万
|
+31,102
|
+6%
|
|
|
4
|
Great Waters Wealth Management
Shoreview,
Minnesota
|
$2440万
|
+$414万
|
+88,826
|
+20%
|
|
|
5
|
Silicon Hills Wealth Management
Austin,
Texas
|
$2408万
|
+$147万
|
+31,500
|
+6%
|
|
|
6
|
Waverly Advisors
Birmingham,
Alabama
|
$2388万
|
+$2399万
|
+515,149
|
新規
|
|
|
7
|
Mattern Wealth Management
Lawrence,
Kansas
|
$2358万
|
+$803万
|
+172,459
|
+51%
|
|
|
8
|
Triad Financial Advisors
Greensboro,
North Carolina
|
$2278万
|
-$50.1万
|
-10,764
|
-2%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2188万
|
-$275万
|
-59,062
|
-11%
|
|
|
10
|
RFG Advisory
Birmingham,
Alabama
|
$2058万
|
+$258万
|
+55,454
|
+14%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$1935万
|
-$296万
|
-63,621
|
-13%
|
|
|
12
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$1719万
|
+$324万
|
+69,502
|
+23%
|
|
|
13
|
|
$1657万
|
+$954万
|
+204,834
|
+134%
|
|
|
14
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$1588万
|
+$460万
|
+98,830
|
+41%
|
|
|
15
|
RAM Investment Partners
Bellevue,
Washington
|
$1569万
|
+$336万
|
+72,232
|
+27%
|
|
|
16
|
SJS Investment Consulting
Sylvania,
Ohio
|
$1540万
|
+$55.1万
|
+11,824
|
+4%
|
|
|
17
|
RCS Financial Planning
Annapolis,
Maryland
|
$1533万
|
+$111万
|
+23,909
|
+8%
|
|
|
18
|
Savant Capital
Rockford,
Illinois
|
$1453万
|
+$289万
|
+62,025
|
+25%
|
|
|
19
|
Rather & Kittrell
Knoxville,
Tennessee
|
$1397万
|
+$179万
|
+38,455
|
+15%
|
|
|
20
|
Park Avenue Securities
New York
|
$1238万
|
-$424万
|
-90,947
|
-25%
|
|
|
21
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$1166万
|
+$168万
|
+36,110
|
+17%
|
|
|
22
|
Legacy Financial Group (Oklahoma)
Tulsa,
Oklahoma
|
$1108万
|
+$47.8万
|
+10,255
|
+4%
|
|
|
23
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$928万
|
-$657万
|
-141,019
|
-41%
|
|
|
24
|
Annapolis Financial Services
Annapolis,
Maryland
|
$913万
|
+$71.2万
|
+15,284
|
+8%
|
|
|
25
|
Onyx Financial Advisors
Idaho Falls,
Idaho
|
$893万
|
+$84.1万
|
+18,060
|
+10%
|
|
