|
1
|
Bullseye Investment Management
Cincinnati,
Ohio
|
$3631万
|
+$546万
|
+187,322
|
+18%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$3125万
|
+$2284万
|
+783,494
|
+293%
|
|
|
3
|
VanWeelden Wealth Management
West Chester Township,
Ohio
|
$2344万
|
+$2298万
|
+788,273
|
新規
|
|
|
4
|
Measured Risk Portfolios
San Diego,
California
|
$2286万
|
+$2111万
|
+724,189
|
+1,623%
|
|
|
5
|
Belpointe Asset Management
Reno,
Nevada
|
$2087万
|
+$531万
|
+182,108
|
+35%
|
|
|
6
|
Independent Financial Group
San Diego,
California
|
$1822万
|
+$135万
|
+46,227
|
+8%
|
|
|
7
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$1713万
|
+$617万
|
+211,737
|
+57%
|
|
|
8
|
Kingswood Wealth Advisors
San Diego,
California
|
$687万
|
-$41.2万
|
-14,133
|
-6%
|
|
|
9
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$433万
|
+$370万
|
+126,809
|
+674%
|
|
|
10
|
Farther Finance Advisors
San Francisco,
California
|
$389万
|
+$195万
|
+66,848
|
+104%
|
|
|
11
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$375万
|
+$6.68万
|
+2,291
|
+2%
|
|
|
12
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$318万
|
-$27.7万
|
-9,495
|
-8%
|
|
|
13
|
Kestra Private Wealth Services
Austin,
Texas
|
$173万
|
-$2.85万
|
-977
|
-2%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$171万
|
+$167万
|
+57,459
|
新規
|
|
|
15
|
Independent Wealth Network
Urbandale,
Iowa
|
$148万
|
+$3.46万
|
+1,187
|
+2%
|
|
|
16
|
Concurrent Investment Advisors
Tampa,
Florida
|
$147万
|
+$12.1万
|
+4,152
|
+9%
|
|
|
17
|
Strategic Blueprint
Atlanta,
Georgia
|
$140万
|
+$23.5万
|
+8,063
|
+21%
|
|
|
18
|
Clear Creek Financial Management
Silverdale,
Washington
|
$127万
|
-$4.25万
|
-1,459
|
-3%
|
|
|
19
|
&Partners
Nashville,
Tennessee
|
$127万
|
+$124万
|
+42,680
|
新規
|
|
|
20
|
Delta Investment Management
San Francisco,
California
|
$116万
|
+$114万
|
+39,115
|
新規
|
|
|
21
|
Trek Financial
Scottsdale,
Arizona
|
$114万
|
-$22.2万
|
-7,630
|
-17%
|
|
|
22
|
PKS Advisory Services
Albany,
New York
|
$113万
|
+$111万
|
+38,026
|
新規
|
|
|
23
|
MBL Wealth
Charlotte,
North Carolina
|
$109万
|
+$107万
|
+36,804
|
新規
|
|
|
24
|
Millennium Capital Advisors
Little Rock,
Arkansas
|
$91.2万
|
+$6.67万
|
+2,289
|
+8%
|
|
|
25
|
Hibernia Wealth Partners
Baton Rouge,
Louisiana
|
$63.3万
|
-$62万
|
-21,284
|
-50%
|
|
