|
1
|
LPL Financial
San Diego,
California
|
$7960万
|
+$1758万
|
+357,494
|
+30%
|
|
|
2
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$4656万
|
+$1588万
|
+322,786
|
+55%
|
|
|
3
|
Morningstar Investment Services
Chicago,
Illinois
|
$4143万
|
+$1967万
|
+399,905
|
+97%
|
|
|
4
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$3446万
|
+$2597万
|
+528,020
|
+356%
|
|
|
5
|
Avantax Planning Partners
Dubuque,
Iowa
|
$2967万
|
+$512万
|
+103,995
|
+22%
|
|
|
6
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$2638万
|
+$721万
|
+146,528
|
+39%
|
|
|
7
|
Rockefeller Capital Management
New York
|
$2518万
|
+$2361万
|
+480,098
|
+3,444%
|
|
|
8
|
49 Wealth Management
Austin,
Texas
|
$2479万
|
+$2393万
|
+486,433
|
新規
|
|
|
9
|
Central Trust Company
Jefferson City,
Missouri
|
$2143万
|
+$86.4万
|
+17,571
|
+4%
|
|
|
10
|
Truist Financial
Charlotte,
North Carolina
|
$1662万
|
-$61万
|
-12,409
|
-4%
|
|
|
11
|
Opal Wealth Advisors
Jericho,
New York
|
$1454万
|
+$1404万
|
+285,393
|
新規
|
|
|
12
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$1452万
|
+$1402万
|
+285,004
|
新規
|
|
|
13
|
Collective Family Office
York,
Pennsylvania
|
$1232万
|
+$683万
|
+138,801
|
+135%
|
|
|
14
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1214万
|
-$27.8万
|
-5,647
|
-2%
|
|
|
15
|
Kestra Private Wealth Services
Austin,
Texas
|
$1168万
|
+$147万
|
+29,880
|
+15%
|
|
|
16
|
Raymond James & Associates
St Petersburg,
Florida
|
$1158万
|
+$1063万
|
+216,146
|
+1,932%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$1117万
|
+$442万
|
+89,944
|
+70%
|
|
|
18
|
Condor Capital Management
Martinsville,
New Jersey
|
$1089万
|
-$51万
|
-10,372
|
-5%
|
|
|
19
|
Legacy Financial Advisors
Covington,
Kentucky
|
$1067万
|
-$207万
|
-42,012
|
-17%
|
|
|
20
|
Magnus Financial Group
New York
|
$1011万
|
+$976万
|
+198,468
|
新規
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$986万
|
-$78.2万
|
-15,897
|
-8%
|
|
|
22
|
Beta Wealth Group
San Diego,
California
|
$979万
|
+$945万
|
+192,185
|
新規
|
|
|
23
|
Bank of America
Charlotte,
North Carolina
|
$973万
|
+$67.5万
|
+13,732
|
+8%
|
|
|
24
|
AllGen Financial Advisors
Orlando,
Florida
|
$962万
|
+$56.6万
|
+11,509
|
+6%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$947万
|
+$243万
|
+49,385
|
+36%
|
|
