|
1
|
Wells Fargo
San Francisco,
California
|
$502万
|
+$277万
|
+188,212
|
+73%
|
|
|
2
|
Clear Creek Financial Management
Silverdale,
Washington
|
$380万
|
+$140万
|
+94,941
|
+39%
|
|
|
3
|
|
$286万
|
+$374万
|
+253,877
|
新規
|
|
|
4
|
Beam Wealth Advisors
Covington,
Louisiana
|
$238万
|
-$8.46万
|
-5,747
|
-3%
|
|
|
5
|
|
$160万
|
+$9.1万
|
+6,182
|
+5%
|
|
|
6
|
Snowden Capital Advisors
New York
|
$156万
|
+$2.47万
|
+1,676
|
+1%
|
|
|
7
|
Focus Partners Wealth
Boston,
Massachusetts
|
$149万
|
-$20.2万
|
-13,747
|
-9%
|
|
|
8
|
Wiser Wealth Management
Marietta,
Georgia
|
$127万
|
+$6.71万
|
+4,560
|
+4%
|
|
|
9
|
IEQ Capital
Foster City,
California
|
$92万
|
-$33.5万
|
-22,768
|
-22%
|
|
|
10
|
Lido Advisors
Los Angeles,
California
|
$81.1万
|
+$8,153
|
+554
|
+0.8%
|
|
|
11
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$80.9万
|
+$56.3万
|
+38,248
|
+114%
|
|
|
12
|
Soltis Investment Advisors
St. George,
Utah
|
$80.7万
|
-$7.62万
|
-5,175
|
-7%
|
|
|
13
|
|
$73.5万
|
+$38万
|
+25,801
|
+69%
|
|
|
14
|
Magnolia Capital Advisors
Jackson,
Mississippi
|
$71.7万
|
-$4.31万
|
-2,931
|
-4%
|
|
|
15
|
Meitav Investment House
Bene-Beraq,
Israel
|
$66.5万
|
+$4.31万
|
+2,931
|
+5%
|
|
|
16
|
RFG Advisory
Birmingham,
Alabama
|
$65.9万
|
+$31.7万
|
+21,527
|
+58%
|
|
|
17
|
Arax Advisory Partners
Denver,
Colorado
|
$61万
|
+$73.9万
|
+50,251
|
+1,305%
|
|
|
18
|
Claro Advisors
Boston,
Massachusetts
|
$61万
|
-$7,284
|
-495
|
-0.9%
|
|
|
19
|
Atria Investments
Charlotte,
North Carolina
|
$60.8万
|
-$7.4万
|
-5,030
|
-9%
|
|
|
20
|
Highline Wealth Partners
Sherman Oaks,
California
|
$57.6万
|
+$3.54万
|
+2,407
|
+5%
|
|
|
21
|
Innovative Advisory Group
Lexington,
Massachusetts
|
$56.8万
|
-$22.2万
|
-15,063
|
-23%
|
|
|
22
|
Steward Partners Investment Advisory
New York
|
$54.7万
|
-$3.48万
|
-2,365
|
-5%
|
|
|
23
|
CWA Asset Management Group
Naples,
Florida
|
$49.2万
|
-$9.35万
|
-6,354
|
-13%
|
|
|
24
|
Twelve Points Wealth Management
Concord,
Massachusetts
|
$49.1万
|
+$23.6万
|
+16,039
|
+58%
|
|
|
25
|
Keel Point
Huntsville,
Alabama
|
$46.7万
|
+$5.48万
|
+3,725
|
+10%
|
|
