|
1
|
LPL Financial
San Diego,
California
|
$1463万
|
+$341万
|
+43,749
|
+31%
|
|
|
2
|
Cabot Wealth Management
Salem,
Massachusetts
|
$593万
|
+$202万
|
+25,964
|
+54%
|
|
|
3
|
Premier Path Wealth Partners
Madison,
New Jersey
|
$358万
|
+$39.6万
|
+5,084
|
+13%
|
|
|
4
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$162万
|
+$131万
|
+16,798
|
+492%
|
|
|
5
|
|
$114万
|
+$111万
|
+14,286
|
新規
|
|
|
6
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$100万
|
+$5.54万
|
+711
|
+6%
|
|
|
7
|
Aspiriant LLC
Los Angeles,
California
|
$96.6万
|
–
|
–
|
–
|
|
|
8
|
Appleton Partners
Boston,
Massachusetts
|
$89.7万
|
-$2.1万
|
-270
|
-2%
|
|
|
9
|
Ariadne Wealth Management
Santa Barbara,
California
|
$63.4万
|
-$6.11万
|
-785
|
-9%
|
|
|
10
|
Equitable Holdings
New York
|
$60.8万
|
+$3.93万
|
+505
|
+7%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$48.8万
|
+$19.3万
|
+2,480
|
+68%
|
|
|
12
|
|
$46.2万
|
+$234
|
+3
|
+0.1%
|
|
|
13
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$45.7万
|
+$1.04万
|
+134
|
+2%
|
|
|
14
|
Western Wealth Management
Golden,
Colorado
|
$43万
|
-$11.1万
|
-1,431
|
-21%
|
|
|
15
|
Lutz Financial Services
Omaha,
Nebraska
|
$40.1万
|
–
|
–
|
–
|
|
|
16
|
|
$37.5万
|
-$1,479
|
-19
|
-0.4%
|
|
|
17
|
KWB Wealth
Redlands,
California
|
$34.9万
|
–
|
–
|
–
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$32.2万
|
+$3,115
|
+40
|
+1%
|
|
|
19
|
Strategic Financial Partners
Bend,
Oregon
|
$31.6万
|
+$1,012
|
+13
|
+0.3%
|
|
|
20
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$28.5万
|
+$156
|
+2
|
+0.1%
|
|
|
21
|
Portland Financial Advisors
Port Washington,
New York
|
$24.2万
|
–
|
–
|
–
|
|
|
22
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$24.1万
|
+$1,635
|
+21
|
+0.7%
|
|
|
23
|
NBC Securities
Birmingham,
Alabama
|
$9.8万
|
–
|
–
|
–
|
|
|
24
|
Geneos Wealth Management
Englewood,
Colorado
|
$4.77万
|
+$467
|
+6
|
+1%
|
|
|
25
|
Medallion Wealth Advisors
Farmington,
Connecticut
|
$4.71万
|
–
|
–
|
–
|
|
