|
1
|
Atria Investments
Charlotte,
North Carolina
|
$1980万
|
+$2131万
|
+668,860
|
新規
|
|
|
2
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$968万
|
+$1041万
|
+326,754
|
新規
|
|
|
3
|
Creative Financial Designs
Kokomo,
Indiana
|
$851万
|
+$105万
|
+32,962
|
+13%
|
|
|
4
|
OneAscent Financial Services
Birmingham,
Alabama
|
$815万
|
+$877万
|
+275,319
|
新規
|
|
|
5
|
CreativeOne Wealth
Overland Park,
Kansas
|
$802万
|
-$30.3万
|
-9,525
|
-3%
|
|
|
6
|
Frontier Asset Management
Sheridan,
Wyoming
|
$566万
|
+$36.8万
|
+11,548
|
+6%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$304万
|
+$210万
|
+65,965
|
+180%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$298万
|
+$95.1万
|
+29,848
|
+42%
|
|
|
9
|
LVZ Inc
Holland,
Michigan
|
$260万
|
+$127
|
+4
|
+0%
|
|
|
10
|
|
$224万
|
+$72.6万
|
+22,789
|
+43%
|
|
|
11
|
Citadel Advisors
Miami,
Florida
|
$223万
|
+$240万
|
+75,453
|
新規
|
|
|
12
|
J.W. Cole Advisors
Tampa,
Florida
|
$204万
|
+$24.9万
|
+7,811
|
+13%
|
|
|
13
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$196万
|
+$9,779
|
+307
|
+0.5%
|
|
|
14
|
Cetera Advisor Networks
El Segundo,
California
|
$176万
|
+$26.3万
|
+8,253
|
+16%
|
|
|
15
|
Kestra Advisory Services
Austin,
Texas
|
$144万
|
-$233万
|
-73,284
|
-60%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$140万
|
+$50万
|
+15,688
|
+50%
|
|
|
17
|
Strategic Blueprint
Atlanta,
Georgia
|
$136万
|
+$16.5万
|
+5,192
|
+13%
|
|
|
18
|
Financial Advocates Investment Management
Olympia,
Washington
|
$115万
|
+$19.3万
|
+6,047
|
+18%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$88万
|
+$5.57万
|
+1,748
|
+6%
|
|
|
20
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$74.5万
|
+$32.1万
|
+10,082
|
+67%
|
|
|
21
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$60.9万
|
+$65.5万
|
+20,567
|
新規
|
|
|
22
|
Win Advisors
Palm Beach Gardens,
Florida
|
$60.2万
|
-$21.8万
|
-6,858
|
-26%
|
|
|
23
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$44.1万
|
-$3.41万
|
-1,069
|
-7%
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$43.8万
|
+$10.8万
|
+3,382
|
+30%
|
|
|
25
|
Sigma Investment Counselors
Northville,
Michigan
|
$42.9万
|
+$12.3万
|
+3,850
|
+36%
|
|
