|
1
|
Tidal Investments
Milwaukee,
Wisconsin
|
$3502万
|
-$231万
|
-88,353
|
-6%
|
|
|
2
|
Cornerstone Enterprises
Appleton,
Wisconsin
|
$1672万
|
+$33.3万
|
+12,727
|
+2%
|
|
|
3
|
Jones Financial Companies
Des Peres,
Missouri
|
$1550万
|
+$456万
|
+174,185
|
+42%
|
|
|
4
|
Charles Schwab Trust
Henderson,
Nevada
|
$1333万
|
+$10万
|
+3,814
|
+0.8%
|
|
|
5
|
Dahring Cusmano
Novi,
Michigan
|
$1003万
|
+$96.1万
|
+36,695
|
+11%
|
|
|
6
|
Rational Advisors
Huntington,
New York
|
$793万
|
+$4.98万
|
+1,901
|
+0.6%
|
|
|
7
|
L2 Asset Management
Wayland,
Massachusetts
|
$630万
|
-$597万
|
-228,014
|
-49%
|
|
|
8
|
Strategic Financial Planning
Plano,
Texas
|
$614万
|
+$614万
|
+234,403
|
新規
|
|
|
9
|
CFG Wealth Management Services
Indianapolis,
Indiana
|
$595万
|
–
|
–
|
–
|
|
|
10
|
Principia Wealth Advisory
Dallas,
Texas
|
$582万
|
-$4.33万
|
-1,654
|
-0.7%
|
|
|
11
|
Summit Financial
Parsippany,
New Jersey
|
$581万
|
+$53.3万
|
+20,377
|
+10%
|
|
|
12
|
Harbour Investments
Madison,
Wisconsin
|
$456万
|
+$77.7万
|
+29,681
|
+21%
|
|
|
13
|
MMA Asset Management
Conshohocken,
Pennsylvania
|
$414万
|
+$24.9万
|
+9,523
|
+6%
|
|
|
14
|
MFG Wealth Management
Indianapolis,
Indiana
|
$393万
|
+$28.1万
|
+10,739
|
+8%
|
|
|
15
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$366万
|
+$284万
|
+108,300
|
+343%
|
|
|
16
|
FF Advisors
Manhattan Beach,
California
|
$336万
|
+$64.2万
|
+24,531
|
+24%
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$295万
|
+$110万
|
+41,937
|
+59%
|
|
|
18
|
Prospera Financial Services
Dallas,
Texas
|
$270万
|
-$8,953
|
-342
|
-0.3%
|
|
|
19
|
Elm3 Financial Group
Alpharetta,
Georgia
|
$245万
|
-$1.34万
|
-511
|
-0.5%
|
|
|
20
|
JT Stratford LLC
Gainesville,
Georgia
|
$238万
|
-$3.53万
|
-1,350
|
-1%
|
|
|
21
|
Larson Financial Group
St Louis,
Missouri
|
$235万
|
+$235万
|
+89,590
|
+30,165%
|
|
|
22
|
IFC & Insurance Marketing
Auburn,
California
|
$228万
|
+$28万
|
+10,714
|
+14%
|
|
|
23
|
Empowered Funds
Havertown,
Pennsylvania
|
$225万
|
+$41.4万
|
+15,795
|
+22%
|
|
|
24
|
Solutions 4 Wealth
Southlake,
Texas
|
$212万
|
+$117万
|
+44,710
|
+124%
|
|
|
25
|
Perigon Wealth Management
San Francisco,
California
|
$209万
|
+$60.1万
|
+22,970
|
+41%
|
|
