|
1
|
Victory Capital Management
San Antonio,
Texas
|
US$4.99億
|
–
|
–
|
–
|
|
|
2
|
Annex Advisory Services
Brookfield,
Wisconsin
|
US$4.11億
|
+US$2658萬
|
+1,223,743
|
+7%
|
|
|
3
|
Cahaba Wealth Management
Atlanta,
Georgia
|
US$1.86億
|
+US$831萬
|
+382,419
|
+5%
|
|
|
4
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
US$1.77億
|
+US$1750萬
|
+806,012
|
+11%
|
|
|
5
|
Merit Financial Group
Alpharetta,
Georgia
|
US$1.44億
|
+US$492萬
|
+226,770
|
+4%
|
|
|
6
|
1900 Wealth Management
San Antonio,
Texas
|
US$8915萬
|
-US$599萬
|
-275,801
|
-6%
|
|
|
7
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
US$5799萬
|
+US$1974萬
|
+908,934
|
+52%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
US$4530萬
|
+US$66.4萬
|
+30,579
|
+1%
|
|
|
9
|
Truist Financial
Charlotte,
North Carolina
|
US$3998萬
|
+US$658萬
|
+302,843
|
+20%
|
|
|
10
|
Goldstein Advisors
Madison,
Wisconsin
|
US$3965萬
|
+US$286萬
|
+131,835
|
+8%
|
|
|
11
|
Madison Wealth Partners
Madison,
Wisconsin
|
US$3710萬
|
+US$226萬
|
+103,945
|
+6%
|
|
|
12
|
Corient Private Wealth
Miami,
Florida
|
US$3226萬
|
+US$600萬
|
+276,364
|
+23%
|
|
|
13
|
Correct Capital Wealth Management
Clayton,
Missouri
|
US$2553萬
|
+US$22.6萬
|
+10,405
|
+0.9%
|
|
|
14
|
Arax Advisory Partners
Denver,
Colorado
|
US$1173萬
|
+US$1173萬
|
+540,076
|
新
|
|
|
15
|
|
US$931萬
|
+US$930萬
|
+428,401
|
新
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
US$894萬
|
+US$873萬
|
+401,974
|
+4,245%
|
|
|
17
|
Action Point Financial Planning
Grand Rapids,
Michigan
|
US$818萬
|
+US$817萬
|
+376,350
|
新
|
|
|
18
|
Elk River Wealth Management
Denver,
Colorado
|
US$715萬
|
-US$69.8萬
|
-32,124
|
-9%
|
|
|
19
|
Impact Investors
San Francisco,
California
|
US$661萬
|
+US$100萬
|
+46,092
|
+18%
|
|
|
20
|
LPL Financial
San Diego,
California
|
US$593萬
|
+US$264萬
|
+121,732
|
+80%
|
|
|
21
|
Raymond James Financial
St Petersburg,
Florida
|
US$563萬
|
+US$414萬
|
+190,794
|
+280%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
US$490萬
|
+US$444萬
|
+204,398
|
+963%
|
|
|
23
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
US$440萬
|
+US$57.8萬
|
+26,597
|
+15%
|
|
|
24
|
Tandem Financial
Greenwood Village,
Colorado
|
US$231萬
|
+US$48.8萬
|
+22,466
|
+27%
|
|
|
25
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
US$137萬
|
+US$137萬
|
+62,911
|
新
|
|
