|
1
|
Vance Wealth
Santa Clarita,
California
|
$1118万
|
-$128万
|
-47,335
|
-10%
|
|
|
2
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$946万
|
+$45.5万
|
+16,785
|
+5%
|
|
|
3
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$935万
|
+$26.9万
|
+9,904
|
+3%
|
|
|
4
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$564万
|
-$346万
|
-127,764
|
-37%
|
|
|
5
|
Curi Wealth Management
Raleigh,
North Carolina
|
$510万
|
+$54.4万
|
+20,076
|
+11%
|
|
|
6
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$507万
|
+$40.6万
|
+14,970
|
+8%
|
|
|
7
|
TrinityPoint Wealth
Milford,
Connecticut
|
$500万
|
+$9.09万
|
+3,352
|
+2%
|
|
|
8
|
|
$276万
|
+$232万
|
+85,658
|
+395%
|
|
|
9
|
Anfield Capital Management
Irvine,
California
|
$194万
|
+$11.8万
|
+4,369
|
+6%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$178万
|
-$86.6万
|
-31,946
|
-32%
|
|
|
11
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$130万
|
+$6,616
|
+244
|
+0.5%
|
|
|
12
|
Raymond James Trust
St. Petersburg,
Florida
|
$120万
|
–
|
–
|
–
|
|
|
13
|
Continuum Advisory
Eagle,
Idaho
|
$114万
|
+$1.25万
|
+460
|
+1%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$92.2万
|
+$97.1万
|
+35,819
|
新規
|
|
|
15
|
Citadel Advisors
Miami,
Florida
|
$72.2万
|
+$56.2万
|
+20,742
|
+285%
|
|
|
16
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$58.4万
|
–
|
–
|
–
|
|
|
17
|
Blackhawk Capital Partners
Thiensville,
Wisconsin
|
$46万
|
-$4.02万
|
-1,483
|
-8%
|
|
|
18
|
|
$44.3万
|
–
|
–
|
–
|
|
|
19
|
|
$41.8万
|
-$66.4万
|
-24,469
|
-60%
|
|
|
20
|
Versant Capital Management
Phoenix,
Arizona
|
$35.2万
|
+$11.3万
|
+4,167
|
+44%
|
|
|
21
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$33万
|
+$3.19万
|
+1,176
|
+10%
|
|
|
22
|
Kestra Advisory Services
Austin,
Texas
|
$27.5万
|
-$2.73万
|
-1,005
|
-9%
|
|
|
23
|
UMB Bank
Kansas City,
Missouri
|
$25.7万
|
+$27.1万
|
+9,991
|
新規
|
|
|
24
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$24.8万
|
+$26.1万
|
+9,636
|
新規
|
|
|
25
|
Raymond James & Associates
St Petersburg,
Florida
|
$21.9万
|
-$1.84万
|
-680
|
-7%
|
|
