|
1
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$6.79億
|
-$1.17億
|
-1,047,421
|
-16%
|
|
|
2
|
|
$3.65億
|
-$4035万
|
-361,420
|
-11%
|
|
|
3
|
OpenArc Corporate Advisory
Atlanta,
Georgia
|
$2.23億
|
-$5787万
|
-518,313
|
-22%
|
|
|
4
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$2.14億
|
-$4110万
|
-368,091
|
-17%
|
|
|
5
|
Quotient Wealth Partners
Dallas,
Texas
|
$1.16億
|
+$123万
|
+11,029
|
+1%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$7211万
|
+$1376万
|
+123,261
|
+27%
|
|
|
7
|
Raymond James Financial
St Petersburg,
Florida
|
$6039万
|
+$845万
|
+75,690
|
+18%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$4702万
|
+$1772万
|
+158,683
|
+71%
|
|
|
9
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$4174万
|
-$273万
|
-24,427
|
-7%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$3082万
|
+$1787万
|
+160,070
|
+177%
|
|
|
11
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$2788万
|
+$711万
|
+63,680
|
+39%
|
|
|
12
|
Aspiriant LLC
Los Angeles,
California
|
$1995万
|
+$25.4万
|
+2,274
|
+1%
|
|
|
13
|
Principle Wealth Partners
Madison,
Connecticut
|
$1876万
|
+$778万
|
+69,724
|
+84%
|
|
|
14
|
Procyon Advisors
Shelton,
Connecticut
|
$1766万
|
+$95.2万
|
+8,531
|
+6%
|
|
|
15
|
Mariner
Overland Park,
Kansas
|
$1720万
|
+$18.8万
|
+1,687
|
+1%
|
|
|
16
|
Unique Wealth
Clearwater,
Florida
|
$1672万
|
-$409万
|
-36,593
|
-21%
|
|
|
17
|
Centerline Wealth Advisors
Louisville,
Kentucky
|
$1404万
|
-$402万
|
-36,023
|
-24%
|
|
|
18
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$1296万
|
+$5,917
|
+53
|
+0.1%
|
|
|
19
|
Quadcap Wealth Management
Frisco,
Texas
|
$1207万
|
+$31.1万
|
+2,790
|
+3%
|
|
|
20
|
3EDGE Asset Management
Naples,
Florida
|
$1083万
|
+$668万
|
+59,851
|
+212%
|
|
|
21
|
Venture Visionary Partners
Sylvania,
Ohio
|
$1071万
|
+$55.5万
|
+4,967
|
+6%
|
|
|
22
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$1019万
|
-$6.23万
|
-558
|
-0.7%
|
|
|
23
|
Albion Financial Group
Salt Lake City,
Utah
|
$888万
|
+$6.35万
|
+569
|
+0.8%
|
|
|
24
|
WJ Wealth Management
Glendale,
Arizona
|
$868万
|
-$20.7万
|
-1,853
|
-3%
|
|
|
25
|
Fusion Capital
Mt. Pleasant,
South Carolina
|
$839万
|
+$732万
|
+65,605
|
+2,487%
|
|
