|
1
|
Avior Wealth Management
Omaha,
Nebraska
|
$4551万
|
+$551万
|
+131,956
|
+15%
|
|
|
2
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$3467万
|
+$440万
|
+105,370
|
+16%
|
|
|
3
|
GeoWealth Management
Chicago,
Illinois
|
$1684万
|
+$342万
|
+81,832
|
+28%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$1308万
|
+$367万
|
+87,969
|
+43%
|
|
|
5
|
Steward Partners Investment Advisory
New York
|
$1187万
|
+$1111万
|
+266,022
|
+665,055%
|
|
|
6
|
Truist Financial
Charlotte,
North Carolina
|
$1137万
|
+$366万
|
+87,678
|
+52%
|
|
|
7
|
CreativeOne Wealth
Overland Park,
Kansas
|
$1091万
|
-$698万
|
-167,036
|
-41%
|
|
|
8
|
Continental Investors Services
Longview,
Washington
|
$1059万
|
+$272万
|
+65,130
|
+36%
|
|
|
9
|
Sanchez Wealth Management Group
Jacksonville,
Florida
|
$973万
|
+$25.5万
|
+6,111
|
+3%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$955万
|
+$443万
|
+106,127
|
+98%
|
|
|
11
|
Strive Financial Group
Carmel,
Indiana
|
$918万
|
+$670万
|
+160,506
|
+354%
|
|
|
12
|
Koshinski Asset Management
Decatur,
Illinois
|
$661万
|
+$40.6万
|
+9,709
|
+7%
|
|
|
13
|
Arete Wealth Advisors
Chicago,
Illinois
|
$508万
|
-$10.5万
|
-2,508
|
-2%
|
|
|
14
|
Strategic Blueprint
Atlanta,
Georgia
|
$354万
|
+$25.3万
|
+6,067
|
+8%
|
|
|
15
|
Advisory Services Network
Atlanta,
Georgia
|
$340万
|
-$7.14万
|
-1,709
|
-2%
|
|
|
16
|
Maia Wealth
Denver,
Colorado
|
$321万
|
+$31.3万
|
+7,502
|
+12%
|
|
|
17
|
M1 Capital Management
Bloomfield Hills,
Michigan
|
$321万
|
+$6.39万
|
+1,529
|
+2%
|
|
|
18
|
Navigation Wealth Management
Fort Collins,
Colorado
|
$300万
|
+$35.8万
|
+8,573
|
+15%
|
|
|
19
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$244万
|
-$36.6万
|
-8,755
|
-14%
|
|
|
20
|
Focused Alpha LLC
Denver,
Colorado
|
$240万
|
+$225万
|
+53,882
|
新規
|
|
|
21
|
Advyzon Investment Management
Lisle,
Illinois
|
$233万
|
+$27.2万
|
+6,511
|
+14%
|
|
|
22
|
Prosperity Financial Group
San Ramon,
California
|
$231万
|
+$2.26万
|
+540
|
+1%
|
|
|
23
|
Farther Finance Advisors
San Francisco,
California
|
$212万
|
+$197万
|
+47,197
|
+13,258%
|
|
|
24
|
Alteri Wealth
Westlake Village,
California
|
$183万
|
-$4.76万
|
-1,139
|
-3%
|
|
|
25
|
Golden State Wealth Management
Santa Ana,
California
|
$177万
|
+$166万
|
+39,660
|
新規
|
|
