|
1
|
Income Research & Management
Boston,
Massachusetts
|
$509万
|
–
|
–
|
–
|
|
|
2
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$462万
|
+$169万
|
+33,423
|
+58%
|
|
|
3
|
BCGM Wealth Management
Lafayette,
Indiana
|
$391万
|
+$6.72万
|
+1,329
|
+2%
|
|
|
4
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$209万
|
+$77万
|
+15,224
|
+59%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$131万
|
+$130万
|
+25,771
|
新規
|
|
|
6
|
Oasis Advisors
Forest City,
Iowa
|
$93.7万
|
+$93.1万
|
+18,425
|
新規
|
|
|
7
|
Citadel Advisors
Miami,
Florida
|
$84万
|
+$34.1万
|
+6,754
|
+69%
|
|
|
8
|
Balance Wealth
Delaware,
Ohio
|
$74.5万
|
-$8,239
|
-163
|
-1%
|
|
|
9
|
Impact Partnership Wealth
Marietta,
Georgia
|
$66.9万
|
-$809
|
-16
|
-0.1%
|
|
|
10
|
Victory Financial Group
Austin,
Texas
|
$57万
|
+$56.7万
|
+11,213
|
新規
|
|
|
11
|
Plum Street Advisors
New Orleans,
Louisiana
|
$46.8万
|
-$7.87万
|
-1,557
|
-14%
|
|
|
12
|
|
$45.1万
|
+$17.6万
|
+3,480
|
+65%
|
|
|
13
|
RWA Wealth Partners
Newton,
Massachusetts
|
$32.5万
|
+$32.3万
|
+6,396
|
新規
|
|
|
14
|
1620 Investment Advisors
Plymouth,
Massachusetts
|
$2.57万
|
+$1.98万
|
+392
|
+347%
|
|
|
15
|
Farther Finance Advisors
San Francisco,
California
|
$2.54万
|
+$2.53万
|
+500
|
新規
|
|
|
16
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
–
|
-$91.1万
|
-18,156
|
解消
|
|
|
17
|
Inspire Advisors
Meridian,
Idaho
|
–
|
-$42.5万
|
-8,480
|
解消
|
|
|
18
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
–
|
-$20.3万
|
-4,000
|
解消
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
–
|
-$602
|
-12
|
解消
|
|
