|
51
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$48.8万
|
–
|
–
|
–
|
|
|
52
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$46.2万
|
+$2.35万
|
+565
|
+6%
|
|
|
53
|
Perennial Investment Advisors
Los Angeles,
California
|
$46.1万
|
+$42.1万
|
+10,108
|
新規
|
|
|
54
|
Wealth Effects
Boston,
Massachusetts
|
$44.3万
|
+$5,201
|
+125
|
+1%
|
|
|
55
|
Hibernia Wealth Partners
Baton Rouge,
Louisiana
|
$43.6万
|
+$39.8万
|
+9,561
|
新規
|
|
|
56
|
IHT Wealth Management
Chicago,
Illinois
|
$36.8万
|
-$63.3万
|
-15,204
|
-65%
|
|
|
57
|
Prospect Financial Services
Melville,
New York
|
$36.3万
|
+$1.7万
|
+408
|
+5%
|
|
|
58
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$35.5万
|
-$3.24万
|
-778
|
-9%
|
|
|
59
|
Atria Investments
Charlotte,
North Carolina
|
$34.4万
|
-$9.25万
|
-2,223
|
-23%
|
|
|
60
|
Blue Rock Wealth Management
Winston-Salem,
North Carolina
|
$34.3万
|
+$31.2万
|
+7,505
|
新規
|
|
|
61
|
Trek Financial
Scottsdale,
Arizona
|
$33万
|
+$30.1万
|
+7,226
|
新規
|
|
|
62
|
Truist Financial
Charlotte,
North Carolina
|
$31.7万
|
+$28.9万
|
+6,955
|
新規
|
|
|
63
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$31.5万
|
+$14.1万
|
+3,380
|
+96%
|
|
|
64
|
XML Financial
Bethesda,
Maryland
|
$30.2万
|
+$1.44万
|
+345
|
+5%
|
|
|
65
|
Whipplewood Advisors
Littleton,
Colorado
|
$28.1万
|
-$185万
|
-44,399
|
-88%
|
|
|
66
|
Snowden Capital Advisors
New York
|
$23.2万
|
+$21.2万
|
+5,085
|
新規
|
|
|
67
|
Creative Financial Designs
Kokomo,
Indiana
|
$22万
|
–
|
–
|
–
|
|
|
68
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$21.9万
|
+$20万
|
+4,801
|
新規
|
|
|
69
|
Impact Partnership Wealth
Marietta,
Georgia
|
$20.9万
|
+$19.1万
|
+4,582
|
新規
|
|
|
70
|
Private Trust Company
Cleveland,
Ohio
|
$17.4万
|
-$15万
|
-3,608
|
-49%
|
|
|
71
|
Essential Investment Partners
Englewood,
Colorado
|
$14.7万
|
-$208
|
-5
|
-0.2%
|
|
|
72
|
WPG Advisers
Baltimore,
Maryland
|
$10.8万
|
+$9.8万
|
+2,360
|
新規
|
|
|
73
|
Farther Finance Advisors
San Francisco,
California
|
$5.86万
|
–
|
–
|
–
|
|
|
74
|
Grove Bank & Trust
Miami,
Florida
|
$5.77万
|
–
|
–
|
–
|
|
|
75
|
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
|
$4.29万
|
–
|
–
|
–
|
|
