|
1
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$2.74億
|
+$1446万
|
+190,855
|
+6%
|
|
|
2
|
Verum Partners
Charlotte,
North Carolina
|
$6426万
|
+$1809万
|
+238,753
|
+40%
|
|
|
3
|
Topsail Wealth Management
Charlotte,
North Carolina
|
$4700万
|
+$1750万
|
+231,019
|
+60%
|
|
|
4
|
Karpus Investment Management
Pittsford,
New York
|
$4688万
|
+$179万
|
+23,571
|
+4%
|
|
|
5
|
Aprio Wealth Management
Atlanta,
Georgia
|
$4368万
|
-$450万
|
-59,409
|
-9%
|
|
|
6
|
Jones Financial Companies
Des Peres,
Missouri
|
$3818万
|
+$1932万
|
+255,063
|
+104%
|
|
|
7
|
Mills Wealth Advisors
Southlake,
Texas
|
$3444万
|
+$391万
|
+51,597
|
+13%
|
|
|
8
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$2520万
|
+$458万
|
+60,472
|
+22%
|
|
|
9
|
Focus Partners Wealth
Boston,
Massachusetts
|
$2202万
|
-$148万
|
-19,553
|
-6%
|
|
|
10
|
Opus Capital Group
Cincinnati,
Ohio
|
$1901万
|
-$8.23万
|
-1,087
|
-0.4%
|
|
|
11
|
San Luis Wealth Advisors
San Luis Obispo,
California
|
$1636万
|
-$124万
|
-16,347
|
-7%
|
|
|
12
|
Truist Financial
Charlotte,
North Carolina
|
$1584万
|
+$870万
|
+114,804
|
+124%
|
|
|
13
|
Elite Life Management
Sarasota,
Florida
|
$1453万
|
+$151万
|
+19,920
|
+11%
|
|
|
14
|
MB, Levis & Associates
Center Valley,
Pennsylvania
|
$1397万
|
+$7.59万
|
+1,002
|
+0.6%
|
|
|
15
|
CGN Advisors
Manhattan,
Kansas
|
$1322万
|
+$5.85万
|
+772
|
+0.4%
|
|
|
16
|
Alaethes Wealth
Glenbrook,
Nevada
|
$1226万
|
+$1215万
|
+160,419
|
新規
|
|
|
17
|
Tradewinds Capital Management
Bellingham,
Washington
|
$1176万
|
+$1167万
|
+153,988
|
新規
|
|
|
18
|
|
$1174万
|
+$1001万
|
+132,200
|
+614%
|
|
|
19
|
Mallini Complete Financial Planning
Gainesville,
Florida
|
$1007万
|
+$998万
|
+131,776
|
新規
|
|
|
20
|
Verus Financial Partners
Richmond,
Virginia
|
$909万
|
+$162万
|
+21,441
|
+22%
|
|
|
21
|
TFO Wealth Partners
Maumee,
Ohio
|
$879万
|
+$246万
|
+32,505
|
+39%
|
|
|
22
|
Penney Financial
Houston,
Texas
|
$867万
|
+$859万
|
+113,444
|
新規
|
|
|
23
|
Keystone Financial Group (Georgia)
Atlanta,
Georgia
|
$834万
|
+$375万
|
+49,443
|
+83%
|
|
|
24
|
LPL Financial
San Diego,
California
|
$761万
|
+$331万
|
+43,723
|
+78%
|
|
|
25
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$745万
|
+$613万
|
+80,933
|
+490%
|
|
