|
1
|
Tencap Wealth Coaching
South Jordan,
Utah
|
$8039万
|
+$74.9万
|
+11,607
|
+1%
|
|
|
2
|
Beacon Pointe Advisors
Newport Beach,
California
|
$5220万
|
+$209万
|
+32,362
|
+4%
|
|
|
3
|
BCR Wealth Strategies
Vestavia,
Alabama
|
$5206万
|
-$39.2万
|
-6,070
|
-0.8%
|
|
|
4
|
FMB Wealth Management
Westlake Village,
California
|
$2177万
|
-$1.76万
|
-272
|
-0.1%
|
|
|
5
|
RFG Advisory
Birmingham,
Alabama
|
$2096万
|
+$69.5万
|
+10,775
|
+4%
|
|
|
6
|
American Trust
Lexington,
Kentucky
|
$1788万
|
+$39万
|
+6,051
|
+2%
|
|
|
7
|
Pure Financial Advisors
San Diego,
California
|
$1586万
|
+$48.1万
|
+7,456
|
+3%
|
|
|
8
|
Versant Capital Management
Phoenix,
Arizona
|
$1136万
|
+$837万
|
+129,742
|
+315%
|
|
|
9
|
Schubert & Co
Mckinney,
Texas
|
$786万
|
+$40.1万
|
+6,221
|
+6%
|
|
|
10
|
LVZ Inc
Holland,
Michigan
|
$734万
|
+$38.2万
|
+5,925
|
+6%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$710万
|
+$689万
|
+106,712
|
新規
|
|
|
12
|
Stage Harbor Financial
Westwood,
Massachusetts
|
$612万
|
+$103万
|
+16,037
|
+21%
|
|
|
13
|
Financial Harvest
Winter Park,
Florida
|
$585万
|
+$89.9万
|
+13,938
|
+19%
|
|
|
14
|
AssetMark Inc
Concord,
California
|
$447万
|
+$21.7万
|
+3,370
|
+5%
|
|
|
15
|
|
$382万
|
+$371万
|
+57,489
|
新規
|
|
|
16
|
Harbour Investments
Madison,
Wisconsin
|
$345万
|
+$4.67万
|
+723
|
+1%
|
|
|
17
|
Park Avenue Securities
New York
|
$313万
|
+$304万
|
+47,075
|
新規
|
|
|
18
|
|
$302万
|
+$293万
|
+45,456
|
新規
|
|
|
19
|
Private Advisor Group
Morristown,
New Jersey
|
$250万
|
-$118万
|
-18,215
|
-33%
|
|
|
20
|
E-Wealth Partners
Minnetonka,
Minnesota
|
$242万
|
-$12.2万
|
-1,889
|
-5%
|
|
|
21
|
Truist Financial
Charlotte,
North Carolina
|
$234万
|
+$225万
|
+34,944
|
新規
|
|
|
22
|
MML Investors Services
Springfield,
Massachusetts
|
$207万
|
-$283万
|
-43,932
|
-59%
|
|
|
23
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$194万
|
+$8.8万
|
+1,364
|
+5%
|
|
|
24
|
BIP Wealth
Atlanta,
Georgia
|
$192万
|
+$23.4万
|
+3,626
|
+14%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$179万
|
+$103万
|
+15,954
|
+146%
|
|
