|
1
|
True Wealth Design
Akron,
Ohio
|
$1903万
|
+$757万
|
+588,177
|
+65%
|
|
|
2
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$490万
|
+$23.9万
|
+18,560
|
+5%
|
|
|
3
|
Magnolia Private Wealth
Philadelphia,
Pennsylvania
|
$459万
|
+$55.3万
|
+42,986
|
+10%
|
|
|
4
|
Stapp Wealth Management
Olympia,
Washington
|
$278万
|
+$1.35万
|
+1,052
|
+0.5%
|
|
|
5
|
Mid-American Wealth Advisory Group
Kansas City,
Missouri
|
$253万
|
+$256万
|
+198,552
|
新規
|
|
|
6
|
AE Wealth Management
Topeka,
Kansas
|
$245万
|
+$52.2万
|
+40,560
|
+27%
|
|
|
7
|
Continuum Advisory
Eagle,
Idaho
|
$221万
|
+$23.1万
|
+17,964
|
+12%
|
|
|
8
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$168万
|
+$169万
|
+131,320
|
新規
|
|
|
9
|
Private Client Services
Louisville,
Kentucky
|
$69.1万
|
-$38.4万
|
-29,830
|
-36%
|
|
|
10
|
CreativeOne Wealth
Overland Park,
Kansas
|
$68万
|
+$24.4万
|
+18,958
|
+55%
|
|
|
11
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$32.2万
|
+$26.9万
|
+20,859
|
+474%
|
|
|
12
|
Authentikos Wealth Advisory
Morgan Hill,
California
|
$28.1万
|
+$10.6万
|
+8,211
|
+60%
|
|
|
13
|
Old Mission Capital
Chicago,
Illinois
|
$27.8万
|
+$28万
|
+21,742
|
新規
|
|
|
14
|
Great Lakes Retirement
Sandusky,
Ohio
|
$26.7万
|
-$2.16万
|
-1,674
|
-7%
|
|
|
15
|
Lane Brothers & Co
Prescott,
Arizona
|
$24.2万
|
+$24.4万
|
+18,930
|
新規
|
|
|
16
|
Rinkey Investments
San Diego,
California
|
$23万
|
–
|
–
|
–
|
|
|
17
|
Straight Path Wealth Management
Jenison,
Michigan
|
$21万
|
-$1.93万
|
-1,500
|
-8%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$14.9万
|
+$1.91万
|
+1,484
|
+15%
|
|
|
19
|
Pathstone Holdings
Englewood,
New Jersey
|
$14.7万
|
+$14.8万
|
+11,519
|
新規
|
|
|
20
|
Elevated Capital Advisors
Sandy,
Utah
|
$14.2万
|
-$1.08万
|
-839
|
-7%
|
|
|
21
|
RHS Financial
San Francisco,
California
|
$13万
|
-$2.08万
|
-1,616
|
-14%
|
|
|
22
|
Kingdom Financial Group
Peoria,
Arizona
|
$4.66万
|
-$9,669
|
-751
|
-17%
|
|
|
23
|
Tounjian Advisory Partners
Fort Myers,
Florida
|
$3.37万
|
+$3.4万
|
+2,639
|
新規
|
|
|
24
|
Networth Advisors
Canonsburg,
Pennsylvania
|
$1.77万
|
+$8,317
|
+646
|
+87%
|
|
|
25
|
IFG Advisory
Atlanta,
Georgia
|
$1.23万
|
+$1.24万
|
+964
|
新規
|
|
