|
1
|
Sterling Wealth Management
Champaign,
Illinois
|
$2170万
|
+$2169万
|
+431,227
|
新規
|
|
|
2
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$1025万
|
+$1025万
|
+203,758
|
新規
|
|
|
3
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$804万
|
+$804万
|
+159,822
|
新規
|
|
|
4
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$695万
|
-$25.4万
|
-5,053
|
-4%
|
|
|
5
|
|
$418万
|
+$128万
|
+25,398
|
+44%
|
|
|
6
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$410万
|
+$410万
|
+81,560
|
新規
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$279万
|
+$279万
|
+55,453
|
新規
|
|
|
8
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$235万
|
+$234万
|
+46,476
|
+15,492%
|
|
|
9
|
Concord Wealth Partners
Abingdon,
Virginia
|
$203万
|
+$203万
|
+40,409
|
新規
|
|
|
10
|
Mills Wealth Advisors
Southlake,
Texas
|
$161万
|
+$161万
|
+32,058
|
新規
|
|
|
11
|
Onyx Financial Advisors
Idaho Falls,
Idaho
|
$160万
|
+$160万
|
+31,879
|
新規
|
|
|
12
|
Ruedi Wealth Management
Champaign,
Illinois
|
$116万
|
+$115万
|
+22,956
|
新規
|
|
|
13
|
Great Oak Capital Partners
South Easton,
Massachusetts
|
$107万
|
+$107万
|
+21,288
|
新規
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$52.5万
|
+$52.5万
|
+10,436
|
新規
|
|
|
15
|
Annapolis Financial Services
Annapolis,
Maryland
|
$39.9万
|
+$39.8万
|
+7,922
|
新規
|
|
|
16
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$30.2万
|
+$30.2万
|
+6,000
|
新規
|
|
|
17
|
Legacy Financial Group (Oklahoma)
Tulsa,
Oklahoma
|
$23.1万
|
+$23万
|
+4,583
|
新規
|
|
|
18
|
Root Financial Partners
Encinitas,
California
|
$21.2万
|
+$21.2万
|
+4,208
|
新規
|
|
|
19
|
FMB Wealth Management
Westlake Village,
California
|
$20.6万
|
+$20.6万
|
+4,087
|
新規
|
|
|
20
|
LAM Group
Lake Oswego,
Oregon
|
$12.2万
|
+$12.2万
|
+2,420
|
新規
|
|
|
21
|
Strengthening Families & Communities LLC
Boston,
Massachusetts
|
$2.49万
|
+$2.48万
|
+494
|
新規
|
|
|
22
|
Fidelity Investments
Boston,
Massachusetts
|
$956
|
+$956
|
+19
|
新規
|
|
|
23
|
Dimensional Fund Advisors
Austin,
Texas
|
–
|
-$1002万
|
-200,000
|
解消
|
|
|
24
|
Citadel Advisors
Miami,
Florida
|
–
|
-$26.3万
|
-5,254
|
解消
|
|
