|
1
|
Avalon Capital Management
Port Of Redwood City,
California
|
$910万
|
+$952万
|
+377,392
|
新規
|
|
|
2
|
Personal CFO Solutions
Chester,
New Jersey
|
$815万
|
+$853万
|
+337,981
|
新規
|
|
|
3
|
Osaic Holdings
Scottsdale,
Arizona
|
$537万
|
-$34.5万
|
-13,671
|
-6%
|
|
|
4
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$412万
|
-$3.02万
|
-1,198
|
-0.7%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$292万
|
-$72.6万
|
-28,780
|
-19%
|
|
|
6
|
Gradient Investments
Arden Hills,
Minnesota
|
$276万
|
+$289万
|
+114,614
|
新規
|
|
|
7
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$270万
|
+$11万
|
+4,370
|
+4%
|
|
|
8
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$164万
|
+$61.6万
|
+24,404
|
+56%
|
|
|
9
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$163万
|
+$170万
|
+67,453
|
新規
|
|
|
10
|
My Personal CFO LLC
Vancouver,
Washington
|
$130万
|
-$45.4万
|
-18,000
|
-25%
|
|
|
11
|
Kestra Advisory Services
Austin,
Texas
|
$125万
|
+$18.2万
|
+7,195
|
+16%
|
|
|
12
|
|
$106万
|
+$111万
|
+44,166
|
新規
|
|
|
13
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$99.1万
|
-$10.4万
|
-4,139
|
-9%
|
|
|
14
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$88.6万
|
-$5.36万
|
-2,123
|
-5%
|
|
|
15
|
Avantax Advisory Services
Dallas,
Texas
|
$87.1万
|
+$26万
|
+10,298
|
+40%
|
|
|
16
|
NCM Capital Management
Ramsey,
New Jersey
|
$86.3万
|
+$22.2万
|
+8,788
|
+33%
|
|
|
17
|
Round Table Services
Westfield,
New Jersey
|
$80.5万
|
-$46.5万
|
-18,421
|
-36%
|
|
|
18
|
Pillar Wealth Advisors
West Chester,
Pennsylvania
|
$64.9万
|
–
|
–
|
–
|
|
|
19
|
Old Mission Capital
Chicago,
Illinois
|
$58.3万
|
+$61万
|
+24,183
|
新規
|
|
|
20
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$55.3万
|
+$6.51万
|
+2,579
|
+13%
|
|
|
21
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$54.9万
|
–
|
–
|
–
|
|
|
22
|
|
$53.7万
|
-$61.7万
|
-24,456
|
-52%
|
|
|
23
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$49.9万
|
–
|
–
|
–
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$49.4万
|
+$1.45万
|
+576
|
+3%
|
|
|
25
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$45.4万
|
+$47.5万
|
+18,812
|
新規
|
|
