|
1
|
Mason & Associates (California)
Los Angeles,
California
|
$3997万
|
-$61.9万
|
-21,312
|
-2%
|
|
|
2
|
Osaic Holdings
Scottsdale,
Arizona
|
$1431万
|
-$166万
|
-57,166
|
-10%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$964万
|
-$232万
|
-79,933
|
-20%
|
|
|
4
|
Atria Investments
Charlotte,
North Carolina
|
$961万
|
-$12.7万
|
-4,363
|
-1%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$528万
|
-$18.9万
|
-6,509
|
-3%
|
|
|
6
|
Truist Financial
Charlotte,
North Carolina
|
$523万
|
-$45万
|
-15,482
|
-8%
|
|
|
7
|
AE Wealth Management
Topeka,
Kansas
|
$512万
|
+$164万
|
+56,316
|
+47%
|
|
|
8
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$510万
|
-$8.29万
|
-2,854
|
-2%
|
|
|
9
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$431万
|
-$2.43万
|
-836
|
-0.6%
|
|
|
10
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$393万
|
+$391万
|
+134,493
|
新規
|
|
|
11
|
SMART Wealth
Omaha,
Nebraska
|
$366万
|
+$364万
|
+125,187
|
新規
|
|
|
12
|
Tanglewood Legacy Advisors
Houston,
Texas
|
$347万
|
+$344万
|
+118,544
|
新規
|
|
|
13
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$262万
|
-$64.8万
|
-22,325
|
-20%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$227万
|
-$56.1万
|
-19,328
|
-20%
|
|
|
15
|
Harbour Investments
Madison,
Wisconsin
|
$204万
|
-$15.9万
|
-5,477
|
-7%
|
|
|
16
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$197万
|
+$3,892
|
+134
|
+0.2%
|
|
|
17
|
Epic Trust Investment Advisors
Richland,
Washington
|
$179万
|
-$9,673
|
-333
|
-0.5%
|
|
|
18
|
Legacy Private Trust
Neenah,
Wisconsin
|
$172万
|
+$171万
|
+58,878
|
新規
|
|
|
19
|
Rockefeller Capital Management
New York
|
$157万
|
–
|
–
|
–
|
|
|
20
|
Kestra Advisory Services
Austin,
Texas
|
$136万
|
-$5.74万
|
-1,976
|
-4%
|
|
|
21
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$128万
|
+$5.23万
|
+1,800
|
+4%
|
|
|
22
|
FSB Premier Wealth Management
Waterloo,
Iowa
|
$113万
|
–
|
–
|
–
|
|
|
23
|
Raymond James & Associates
St Petersburg,
Florida
|
$110万
|
-$100万
|
-34,588
|
-48%
|
|
|
24
|
NewEdge Advisors
New Orleans,
Louisiana
|
$87.5万
|
+$86.9万
|
+29,934
|
新規
|
|
|
25
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$87.3万
|
–
|
–
|
–
|
|
