|
1
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$5823万
|
+$425万
|
+42,547
|
+8%
|
|
|
2
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$1779万
|
-$45.5万
|
-4,550
|
-2%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$1179万
|
+$466万
|
+46,634
|
+66%
|
|
|
4
|
Capital Investment Services of America
Milwaukee,
Wisconsin
|
$926万
|
+$122万
|
+12,220
|
+15%
|
|
|
5
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$795万
|
+$88.8万
|
+8,879
|
+13%
|
|
|
6
|
San Luis Wealth Advisors
San Luis Obispo,
California
|
$693万
|
+$692万
|
+69,254
|
新規
|
|
|
7
|
Stonebridge Capital Advisors
St Paul,
Minnesota
|
$628万
|
+$250万
|
+25,026
|
+66%
|
|
|
8
|
Raymond James & Associates
St Petersburg,
Florida
|
$514万
|
+$25.8万
|
+2,586
|
+5%
|
|
|
9
|
|
$465万
|
+$464万
|
+46,427
|
新規
|
|
|
10
|
Kades & Cheifetz
Berwyn,
Pennsylvania
|
$432万
|
+$57.9万
|
+5,794
|
+15%
|
|
|
11
|
Altiora Financial Group
Lebanon,
Ohio
|
$373万
|
+$372万
|
+37,260
|
新規
|
|
|
12
|
|
$369万
|
+$369万
|
+36,921
|
新規
|
|
|
13
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$306万
|
-$69.5万
|
-6,955
|
-19%
|
|
|
14
|
Firestone Capital Management
Coral Gables,
Florida
|
$279万
|
+$102万
|
+10,172
|
+57%
|
|
|
15
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$258万
|
-$7.7万
|
-770
|
-3%
|
|
|
16
|
Evanson Asset Management
Carmel,
California
|
$256万
|
+$4.67万
|
+467
|
+2%
|
|
|
17
|
Mayport LLC
Newton,
Massachusetts
|
$206万
|
+$41万
|
+4,103
|
+25%
|
|
|
18
|
Burton Enright Welch
Walnut Creek,
California
|
$199万
|
+$42.3万
|
+4,236
|
+27%
|
|
|
19
|
Sterling Financial Planning
Sparta,
New Jersey
|
$191万
|
-$26.2万
|
-2,621
|
-12%
|
|
|
20
|
Silver Oak Advisory Group
Portland,
Oregon
|
$184万
|
+$12.4万
|
+1,238
|
+7%
|
|
|
21
|
Graypoint LLC
Albany,
New York
|
$164万
|
–
|
–
|
–
|
|
|
22
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$163万
|
+$35.4万
|
+3,545
|
+28%
|
|
|
23
|
|
$160万
|
+$3.29万
|
+329
|
+2%
|
|
|
24
|
Creative Financial Designs
Kokomo,
Indiana
|
$144万
|
+$112万
|
+11,251
|
+360%
|
|
|
25
|
MGO Private Wealth
Irvine,
California
|
$134万
|
+$134万
|
+13,433
|
新規
|
|
