|
1
|
SEI Investments
Oaks,
Pennsylvania
|
$8525万
|
+$2013万
|
+396,575
|
+31%
|
|
|
2
|
Raymond James Financial
St Petersburg,
Florida
|
$3406万
|
+$612万
|
+120,503
|
+22%
|
|
|
3
|
Insight Wealth Strategies
San Ramon,
California
|
$2810万
|
+$1431万
|
+281,911
|
+102%
|
|
|
4
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1519万
|
+$285万
|
+56,157
|
+23%
|
|
|
5
|
Castle Wealth Management
West Palm Beach,
Florida
|
$1346万
|
+$1.97万
|
+388
|
+0.1%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$1272万
|
+$290万
|
+57,159
|
+29%
|
|
|
7
|
Stifel Financial
St. Louis,
Missouri
|
$1224万
|
+$411万
|
+80,992
|
+50%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1082万
|
-$9.14万
|
-1,800
|
-0.8%
|
|
|
9
|
My Personal CFO LLC
Vancouver,
Washington
|
$923万
|
+$61.1万
|
+12,041
|
+7%
|
|
|
10
|
SteelPeak Wealth
Woodland Hills,
California
|
$889万
|
-$82.9万
|
-16,337
|
-8%
|
|
|
11
|
|
$875万
|
-$338万
|
-66,676
|
-28%
|
|
|
12
|
Strategic Financial Concepts
San Antonio,
Texas
|
$849万
|
+$126万
|
+24,856
|
+17%
|
|
|
13
|
Nestegg Advisors
Hauppauge,
New York
|
$827万
|
+$757万
|
+149,221
|
+1,009%
|
|
|
14
|
Matrix Trust Company
Denver,
Colorado
|
$807万
|
+$812万
|
+160,001
|
新規
|
|
|
15
|
Flavin Financial Services
Melbourne,
Florida
|
$785万
|
+$103万
|
+20,361
|
+15%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$739万
|
+$220万
|
+43,257
|
+42%
|
|
|
17
|
Vicus Capital
State College,
Pennsylvania
|
$733万
|
+$271万
|
+53,407
|
+58%
|
|
|
18
|
Bridgelight Financial Advisors
Shelton,
Connecticut
|
$705万
|
+$139万
|
+27,303
|
+24%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$676万
|
+$101万
|
+19,809
|
+17%
|
|
|
20
|
4J Wealth Management
Alexandria,
Virginia
|
$666万
|
-$46.8万
|
-9,228
|
-7%
|
|
|
21
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$592万
|
+$234万
|
+46,095
|
+65%
|
|
|
22
|
Aviso Wealth Management
Bellevue,
Washington
|
$535万
|
+$51.2万
|
+10,090
|
+11%
|
|
|
23
|
Kestra Advisory Services
Austin,
Texas
|
$503万
|
+$113万
|
+22,289
|
+29%
|
|
|
24
|
Retirement Management Systems
Leonardtown,
Maryland
|
$494万
|
+$38.6万
|
+7,607
|
+8%
|
|
|
25
|
Verus Capital Partners
Scottsdale,
Arizona
|
$492万
|
+$495万
|
+97,519
|
新規
|
|
