|
1
|
Beacon Pointe Advisors
Newport Beach,
California
|
$2344万
|
+$80万
|
+11,249
|
+3%
|
|
|
2
|
BCR Wealth Strategies
Vestavia,
Alabama
|
$2226万
|
+$381万
|
+53,529
|
+20%
|
|
|
3
|
FMB Wealth Management
Westlake Village,
California
|
$1413万
|
-$8.39万
|
-1,180
|
-0.6%
|
|
|
4
|
Pure Financial Advisors
San Diego,
California
|
$1096万
|
+$34.3万
|
+4,824
|
+3%
|
|
|
5
|
Versant Capital Management
Phoenix,
Arizona
|
$771万
|
+$435万
|
+61,125
|
+125%
|
|
|
6
|
|
$731万
|
+$743万
|
+104,494
|
新規
|
|
|
7
|
Cordant Inc
Portland,
Oregon
|
$731万
|
+$162万
|
+22,823
|
+28%
|
|
|
8
|
AssetMark Inc
Concord,
California
|
$483万
|
+$13.7万
|
+1,933
|
+3%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$214万
|
+$217万
|
+30,528
|
新規
|
|
|
10
|
Evanson Financial
Mclean,
Virginia
|
$186万
|
+$189万
|
+26,612
|
新規
|
|
|
11
|
E-Wealth Partners
Minnetonka,
Minnesota
|
$166万
|
-$6.34万
|
-891
|
-4%
|
|
|
12
|
|
$115万
|
+$117万
|
+16,385
|
新規
|
|
|
13
|
MML Investors Services
Springfield,
Massachusetts
|
$111万
|
-$109万
|
-15,298
|
-49%
|
|
|
14
|
BIP Wealth
Atlanta,
Georgia
|
$109万
|
+$20.3万
|
+2,857
|
+22%
|
|
|
15
|
Park Avenue Securities
New York
|
$93.7万
|
+$95.2万
|
+13,391
|
新規
|
|
|
16
|
Discipline Wealth Solutions
Greenville,
South Carolina
|
$90.3万
|
+$38.2万
|
+5,379
|
+72%
|
|
|
17
|
Truist Financial
Charlotte,
North Carolina
|
$71.7万
|
+$71.8万
|
+10,100
|
新規
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$69万
|
-$6.63万
|
-933
|
-9%
|
|
|
19
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$58.2万
|
+$20.3万
|
+2,861
|
+52%
|
|
|
20
|
Vestia Personal Wealth Advisors
Fort Wayne,
Indiana
|
$54.1万
|
+$5.79万
|
+815
|
+12%
|
|
|
21
|
Applied Capital
Little Rock,
Arkansas
|
$53.9万
|
+$6.6万
|
+928
|
+14%
|
|
|
22
|
Studio Investment Management
Chicago,
Illinois
|
$46.5万
|
+$6.21万
|
+873
|
+15%
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$45.6万
|
+$46.3万
|
+6,508
|
新規
|
|
|
24
|
Prosperitas Financial
Valencia,
California
|
$42.2万
|
-$1.26万
|
-177
|
-3%
|
|
|
25
|
Integrity Alliance
Urbandale,
Iowa
|
$41.2万
|
+$8.65万
|
+1,217
|
+26%
|
|
