|
1
|
|
$2157万
|
–
|
–
|
–
|
|
|
2
|
OneAscent Financial Services
Birmingham,
Alabama
|
$934万
|
+$66.4万
|
+38,250
|
+8%
|
|
|
3
|
Natural Investments
Windsor,
California
|
$510万
|
+$67.1万
|
+38,657
|
+15%
|
|
|
4
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$509万
|
+$14.7万
|
+8,482
|
+3%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$319万
|
+$83万
|
+47,770
|
+35%
|
|
|
6
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$254万
|
+$73.3万
|
+42,227
|
+40%
|
|
|
7
|
Tolleson Wealth Management
Dallas,
Texas
|
$196万
|
–
|
–
|
–
|
|
|
8
|
Skyline Advisors
Bellingham,
Washington
|
$149万
|
+$42.3万
|
+24,353
|
+39%
|
|
|
9
|
Riverwater Partners
Milwaukee,
Wisconsin
|
$114万
|
+$1.51万
|
+869
|
+1%
|
|
|
10
|
True Blue Financial
Stevensville,
Michigan
|
$84.5万
|
+$5.7万
|
+3,281
|
+7%
|
|
|
11
|
PFG Investments
Woodbury,
New York
|
$62.2万
|
+$14.6万
|
+8,416
|
+31%
|
|
|
12
|
RFG Advisory
Birmingham,
Alabama
|
$55万
|
+$8.99万
|
+5,177
|
+19%
|
|
|
13
|
Mason & Associates (California)
Los Angeles,
California
|
$53.1万
|
+$30.1万
|
+17,334
|
+130%
|
|
|
14
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$47.9万
|
+$9.9万
|
+5,705
|
+26%
|
|
|
15
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$37.9万
|
+$38.4万
|
+22,090
|
新規
|
|
|
16
|
Merit Financial Group
Alpharetta,
Georgia
|
$37.4万
|
+$4.3万
|
+2,475
|
+13%
|
|
|
17
|
Atria Investments
Charlotte,
North Carolina
|
$33.9万
|
+$1.15万
|
+663
|
+3%
|
|
|
18
|
|
$25.1万
|
+$25.2万
|
+14,507
|
新規
|
|
|
19
|
OneAscent Family Office
Birmingham,
Alabama
|
$18.1万
|
+$18.2万
|
+10,480
|
新規
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$10.6万
|
+$10.7万
|
+6,154
|
新規
|
|
|
21
|
First Pacific Financial
Vancouver,
Washington
|
$9.9万
|
+$9.9万
|
+5,727
|
新規
|
|
|
22
|
NewEdge Advisors
New Orleans,
Louisiana
|
$6.86万
|
+$712
|
+41
|
+1%
|
|
|
23
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$4.75万
|
+$4.78万
|
+2,752
|
新規
|
|
|
24
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$2.93万
|
–
|
–
|
–
|
|
|
25
|
Midway Capital Research & Management
Chicago,
Illinois
|
$2.49万
|
+$5,002
|
+288
|
+25%
|
|
