|
1
|
Essential Planning
Portsmouth,
New Hampshire
|
$1.97億
|
+$1.94億
|
+4,101,536
|
+6,121%
|
|
|
2
|
Focus Partners Wealth
Boston,
Massachusetts
|
$1.57億
|
+$3071万
|
+649,012
|
+24%
|
|
|
3
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$1.4億
|
+$4519万
|
+955,079
|
+47%
|
|
|
4
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$1.27億
|
+$1521万
|
+321,549
|
+13%
|
|
|
5
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$1.21億
|
+$481万
|
+101,616
|
+4%
|
|
|
6
|
Savant Capital
Rockford,
Illinois
|
$1.08億
|
+$3082万
|
+651,492
|
+39%
|
|
|
7
|
Planning Center Inc
Moline,
Illinois
|
$9598万
|
+$166万
|
+35,053
|
+2%
|
|
|
8
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$9140万
|
-$232万
|
-48,969
|
-2%
|
|
|
9
|
HighTower Advisors
Chicago,
Illinois
|
$7962万
|
+$293万
|
+61,835
|
+4%
|
|
|
10
|
Apella Capital
West Hartford,
Connecticut
|
$7834万
|
+$2881万
|
+609,036
|
+57%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$6582万
|
+$382万
|
+80,691
|
+6%
|
|
|
12
|
AssetMark Inc
Concord,
California
|
$6165万
|
-$81.5万
|
-17,237
|
-1%
|
|
|
13
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$5766万
|
+$1750万
|
+369,847
|
+43%
|
|
|
14
|
Great Waters Wealth Management
Shoreview,
Minnesota
|
$5735万
|
+$628万
|
+132,724
|
+12%
|
|
|
15
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$5348万
|
+$164万
|
+34,592
|
+3%
|
|
|
16
|
WPWealth
Fort Worth,
Texas
|
$4920万
|
+$297万
|
+62,692
|
+6%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4398万
|
+$157万
|
+33,220
|
+4%
|
|
|
18
|
Ruedi Wealth Management
Champaign,
Illinois
|
$4130万
|
+$1343万
|
+283,905
|
+48%
|
|
|
19
|
Rather & Kittrell
Knoxville,
Tennessee
|
$4018万
|
+$598万
|
+126,362
|
+17%
|
|
|
20
|
Root Financial Partners
Encinitas,
California
|
$3794万
|
+$1152万
|
+243,457
|
+43%
|
|
|
21
|
Altiora Financial Group
Lebanon,
Ohio
|
$3654万
|
+$216万
|
+45,715
|
+6%
|
|
|
22
|
Elser Financial Planning
Indianapolis,
Indiana
|
$3327万
|
+$3358万
|
+709,717
|
新規
|
|
|
23
|
RAM Investment Partners
Bellevue,
Washington
|
$3024万
|
+$286万
|
+60,405
|
+10%
|
|
|
24
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$2644万
|
+$675万
|
+142,761
|
+34%
|
|
|
25
|
Mattern Wealth Management
Lawrence,
Kansas
|
$2609万
|
+$37.3万
|
+7,888
|
+1%
|
|
