|
1
|
Southern Financial Group
Birmingham,
Alabama
|
$7005万
|
+$247万
|
+49,603
|
+4%
|
|
|
2
|
Townsend & Associates
Westminster,
Colorado
|
$4688万
|
+$111万
|
+22,282
|
+2%
|
|
|
3
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1427万
|
+$296万
|
+59,291
|
+26%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$1038万
|
+$1039万
|
+208,310
|
新規
|
|
|
5
|
Prevail Innovative Wealth Advisors
Leawood,
Kansas
|
$945万
|
-$9.7万
|
-1,942
|
-1%
|
|
|
6
|
ARQ Wealth Advisors
Scottsdale,
Arizona
|
$821万
|
+$826万
|
+165,509
|
新規
|
|
|
7
|
Colonial River Investments
Midlothian,
Virginia
|
$494万
|
+$494万
|
+99,081
|
新規
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$342万
|
+$17.5万
|
+3,508
|
+5%
|
|
|
9
|
QTR Family Wealth
Lake Mary,
Florida
|
$212万
|
+$15.7万
|
+3,156
|
+8%
|
|
|
10
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$195万
|
+$8.43万
|
+1,691
|
+5%
|
|
|
11
|
|
$179万
|
+$83.9万
|
+16,825
|
+88%
|
|
|
12
|
Hidden Cove Wealth Management
Bainbridge Island,
Washington
|
$67.9万
|
+$14.8万
|
+2,972
|
+28%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$55.2万
|
+$8,529
|
+171
|
+2%
|
|
|
14
|
Truist Financial
Charlotte,
North Carolina
|
$31.1万
|
+$4.83万
|
+968
|
+18%
|
|
|
15
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
$29.9万
|
+$29.9万
|
+5,993
|
新規
|
|
|
16
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$25.4万
|
+$2,394
|
+48
|
+1%
|
|
|
17
|
Cary Street Partners
Richmond,
Virginia
|
$20.3万
|
+$20.3万
|
+4,075
|
新規
|
|
|
18
|
Private Trust Company
Cleveland,
Ohio
|
$1.98万
|
+$1.98万
|
+397
|
新規
|
|
|
19
|
Farther Finance Advisors
San Francisco,
California
|
$9,220
|
+$9,227
|
+185
|
新規
|
|
|
20
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
–
|
-$35.8万
|
-7,213
|
解消
|
|
