|
1
|
Holos Integrated Wealth
Kennett Square,
Pennsylvania
|
$794万
|
+$118万
|
+15,786
|
+17%
|
|
|
2
|
Sage Rhino Capital
Menlo Park,
California
|
$399万
|
+$238万
|
+31,788
|
+148%
|
|
|
3
|
Evolve Private Wealth
Los Angeles,
California
|
$321万
|
+$2.52万
|
+337
|
+0.8%
|
|
|
4
|
|
$276万
|
-$34.3万
|
-4,589
|
-11%
|
|
|
5
|
Buska Wealth Management
Wausau,
Wisconsin
|
$254万
|
+$33.3万
|
+4,450
|
+15%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$230万
|
+$96.5万
|
+12,900
|
+72%
|
|
|
7
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$199万
|
+$199万
|
+26,553
|
新規
|
|
|
8
|
Worth Asset Management
Dallas,
Texas
|
$176万
|
+$176万
|
+23,503
|
新規
|
|
|
9
|
Maridea Wealth Management
Brooklyn,
New York
|
$104万
|
+$104万
|
+13,905
|
新規
|
|
|
10
|
Collaborative Fund Advisors
Reno,
Nevada
|
$103万
|
+$103万
|
+13,772
|
新規
|
|
|
11
|
J. M. Brown & Associates
Tulsa,
Oklahoma
|
$95.6万
|
+$95.6万
|
+12,776
|
新規
|
|
|
12
|
Citadel Advisors
Miami,
Florida
|
$94.5万
|
+$94.4万
|
+12,620
|
新規
|
|
|
13
|
Independence Asset Advisors
Wynnewood,,
Pennsylvania
|
$93.6万
|
+$55.9万
|
+7,467
|
+148%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$84.5万
|
+$4.83万
|
+646
|
+6%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$77.1万
|
+$2.2万
|
+294
|
+3%
|
|
|
16
|
MML Investors Services
Springfield,
Massachusetts
|
$73.1万
|
+$29.2万
|
+3,906
|
+67%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$70.7万
|
+$21.4万
|
+2,860
|
+43%
|
|
|
18
|
NewEdge Advisors
New Orleans,
Louisiana
|
$67万
|
+$67万
|
+8,954
|
新規
|
|
|
19
|
Melfa Wealth Management
Westborough,
Massachusetts
|
$62.3万
|
–
|
–
|
–
|
|
|
20
|
BluePath Capital Management
Atlanta,
Georgia
|
$59.3万
|
+$18.8万
|
+2,515
|
+47%
|
|
|
21
|
Calder Financial
Downingtown,
Pennsylvania
|
$48.4万
|
+$48.4万
|
+6,470
|
新規
|
|
|
22
|
Mustard Seed Financial
Magnolia,
Arkansas
|
$41.5万
|
+$41.5万
|
+5,550
|
新規
|
|
|
23
|
Choreo LLC
Rockford,
Illinois
|
$35万
|
+$35万
|
+4,676
|
新規
|
|
|
24
|
Thayer Partners
Wyndmoor,
Pennsylvania
|
$32.2万
|
+$32.2万
|
+4,307
|
新規
|
|
|
25
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$31.4万
|
+$31.4万
|
+4,200
|
新規
|
|
