|
1
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$6.26億
|
+$3.59億
|
+4,710,224
|
+135%
|
|
|
2
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$1557万
|
+$529万
|
+69,337
|
+51%
|
|
|
3
|
CGN Advisors
Manhattan,
Kansas
|
$723万
|
+$180万
|
+23,647
|
+33%
|
|
|
4
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$709万
|
+$200万
|
+26,241
|
+39%
|
|
|
5
|
TD Capital Management
Memphis,
Tennessee
|
$624万
|
+$623万
|
+81,727
|
新規
|
|
|
6
|
Keystone Financial Group (Georgia)
Atlanta,
Georgia
|
$460万
|
+$91.9万
|
+12,058
|
+25%
|
|
|
7
|
Entruity Wealth
Bakersfield,
California
|
$460万
|
+$459万
|
+60,268
|
新規
|
|
|
8
|
Bell Bank
Fargo,
North Dakota
|
$424万
|
+$423万
|
+55,494
|
新規
|
|
|
9
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$343万
|
-$84.6万
|
-11,104
|
-20%
|
|
|
10
|
Pinnacle Financial Group
Western Springs,
Illinois
|
$311万
|
+$15.4万
|
+2,015
|
+5%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$203万
|
+$60.4万
|
+7,930
|
+43%
|
|
|
12
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$167万
|
-$41.8万
|
-5,487
|
-20%
|
|
|
13
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$162万
|
+$1.52万
|
+200
|
+1%
|
|
|
14
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$162万
|
+$7.3万
|
+958
|
+5%
|
|
|
15
|
Eldridge Investment Advisors
Manchester,
New Hampshire
|
$126万
|
+$43万
|
+5,638
|
+52%
|
|
|
16
|
North Star Investment Management
Chicago,
Illinois
|
$124万
|
-$4.46万
|
-585
|
-3%
|
|
|
17
|
Mills Wealth Advisors
Southlake,
Texas
|
$111万
|
-$21.4万
|
-2,805
|
-16%
|
|
|
18
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$109万
|
+$109万
|
+14,337
|
新規
|
|
|
19
|
Hazlett, Burt & Watson
Wheeling,
West Virginia
|
$106万
|
+$25.1万
|
+3,287
|
+31%
|
|
|
20
|
Barnes Pettey Financial Advisors
Clarksdale,
Mississippi
|
$99.2万
|
–
|
–
|
–
|
|
|
21
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$94.2万
|
+$20万
|
+2,629
|
+27%
|
|
|
22
|
American Investment Services
Great Barrington,
Massachusetts
|
$90.9万
|
+$8.23万
|
+1,079
|
+10%
|
|
|
23
|
Englebert Financial Advisers
Allentown,
Pennsylvania
|
$90.9万
|
-$37.8万
|
-4,957
|
-29%
|
|
|
24
|
Citadel Advisors
Miami,
Florida
|
$90.8万
|
-$10万
|
-1,310
|
-10%
|
|
|
25
|
Steel Grove Capital Advisors
Memphis,
Tennessee
|
$87.8万
|
+$53.4万
|
+7,000
|
+156%
|
|
