|
1
|
Victory Capital Management
San Antonio,
Texas
|
$4.99億
|
–
|
–
|
–
|
|
|
2
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$4.11億
|
+$2658万
|
+1,223,743
|
+7%
|
|
|
3
|
Cahaba Wealth Management
Atlanta,
Georgia
|
$1.86億
|
+$831万
|
+382,419
|
+5%
|
|
|
4
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$1.77億
|
+$1750万
|
+806,012
|
+11%
|
|
|
5
|
Merit Financial Group
Alpharetta,
Georgia
|
$1.44億
|
+$492万
|
+226,770
|
+4%
|
|
|
6
|
1900 Wealth Management
San Antonio,
Texas
|
$8915万
|
-$599万
|
-275,801
|
-6%
|
|
|
7
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$5799万
|
+$1974万
|
+908,934
|
+52%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$4530万
|
+$66.4万
|
+30,579
|
+1%
|
|
|
9
|
Truist Financial
Charlotte,
North Carolina
|
$3998万
|
+$658万
|
+302,843
|
+20%
|
|
|
10
|
Goldstein Advisors
Madison,
Wisconsin
|
$3965万
|
+$286万
|
+131,835
|
+8%
|
|
|
11
|
Madison Wealth Partners
Madison,
Wisconsin
|
$3710万
|
+$226万
|
+103,945
|
+6%
|
|
|
12
|
Corient Private Wealth
Miami,
Florida
|
$3226万
|
+$600万
|
+276,364
|
+23%
|
|
|
13
|
Correct Capital Wealth Management
Clayton,
Missouri
|
$2553万
|
+$22.6万
|
+10,405
|
+0.9%
|
|
|
14
|
Arax Advisory Partners
Denver,
Colorado
|
$1173万
|
+$1173万
|
+540,076
|
新規
|
|
|
15
|
|
$931万
|
+$930万
|
+428,401
|
新規
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$894万
|
+$873万
|
+401,974
|
+4,245%
|
|
|
17
|
Action Point Financial Planning
Grand Rapids,
Michigan
|
$818万
|
+$817万
|
+376,350
|
新規
|
|
|
18
|
Elk River Wealth Management
Denver,
Colorado
|
$715万
|
-$69.8万
|
-32,124
|
-9%
|
|
|
19
|
Impact Investors
San Francisco,
California
|
$661万
|
+$100万
|
+46,092
|
+18%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$593万
|
+$264万
|
+121,732
|
+80%
|
|
|
21
|
Raymond James Financial
St Petersburg,
Florida
|
$563万
|
+$414万
|
+190,794
|
+280%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$490万
|
+$444万
|
+204,398
|
+963%
|
|
|
23
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$440万
|
+$57.8万
|
+26,597
|
+15%
|
|
|
24
|
Tandem Financial
Greenwood Village,
Colorado
|
$231万
|
+$48.8万
|
+22,466
|
+27%
|
|
|
25
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$137万
|
+$137万
|
+62,911
|
新規
|
|
