|
1
|
|
$9048万
|
-$330万
|
-66,655
|
-4%
|
|
|
2
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$3554万
|
+$342万
|
+68,950
|
+11%
|
|
|
3
|
|
$2979万
|
+$431万
|
+86,922
|
+17%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$1720万
|
+$625万
|
+126,109
|
+57%
|
|
|
5
|
Bristlecone Advisors
Bellevue,
Washington
|
$1539万
|
-$183万
|
-36,871
|
-11%
|
|
|
6
|
Cassia Capital Partners
Winston Salem,
North Carolina
|
$1372万
|
-$64.8万
|
-13,066
|
-5%
|
|
|
7
|
Engrave Wealth Partners
The Woodlands,
Texas
|
$1291万
|
-$7.96万
|
-1,607
|
-0.6%
|
|
|
8
|
HighTower Advisors
Chicago,
Illinois
|
$1237万
|
+$1237万
|
+249,618
|
新規
|
|
|
9
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$889万
|
+$396万
|
+79,837
|
+80%
|
|
|
10
|
KCS Wealth Advisory
Los Angeles,
California
|
$802万
|
+$256万
|
+51,646
|
+47%
|
|
|
11
|
Adell Harriman & Carpenter
Houston,
Texas
|
$768万
|
-$178万
|
-35,985
|
-19%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$699万
|
-$90.5万
|
-18,252
|
-11%
|
|
|
13
|
Rockefeller Capital Management
New York
|
$504万
|
-$48.7万
|
-9,835
|
-9%
|
|
|
14
|
Fermata Advisors
Sonoma,
California
|
$460万
|
+$460万
|
+92,782
|
新規
|
|
|
15
|
Atwood & Palmer
Kansas City,
Missouri
|
$458万
|
+$58.9万
|
+11,875
|
+15%
|
|
|
16
|
Brio Consultants
San Francisco,
California
|
$451万
|
-$11.9万
|
-2,407
|
-3%
|
|
|
17
|
Stifel Financial
St. Louis,
Missouri
|
$416万
|
-$20.1万
|
-4,055
|
-5%
|
|
|
18
|
Highland Financial Advisors
Wayne,
New Jersey
|
$391万
|
+$391万
|
+78,913
|
新規
|
|
|
19
|
|
$320万
|
+$154万
|
+31,020
|
+93%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$317万
|
-$179万
|
-36,078
|
-36%
|
|
|
21
|
Stephens Inc
Little Rock,
Arkansas
|
$306万
|
-$287万
|
-57,813
|
-48%
|
|
|
22
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$297万
|
-$2.41万
|
-486
|
-0.8%
|
|
|
23
|
Boyce & Associates Wealth Consulting
Cedar Park,
Texas
|
$259万
|
-$21.9万
|
-4,415
|
-8%
|
|
|
24
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$245万
|
+$125万
|
+25,182
|
+104%
|
|
|
25
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
$206万
|
-$19.1万
|
-3,853
|
-9%
|
|
