|
1001
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$21.6万
|
+$1.06万
|
+33
|
+5%
|
|
|
1002
|
Matrix Asset Advisors
White Plains,
New York
|
$21.5万
|
–
|
–
|
–
|
|
|
1003
|
Fermata Advisors
Sonoma,
California
|
$21.4万
|
+$20.8万
|
+646
|
新規
|
|
|
1004
|
Appleton Partners
Boston,
Massachusetts
|
$21.4万
|
–
|
–
|
–
|
|
|
1005
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$21.3万
|
+$3,549
|
+11
|
+2%
|
|
|
1006
|
Clifford Group
Wayland,
Massachusetts
|
$21.3万
|
-$2.23万
|
-69
|
-10%
|
|
|
1007
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
$21.3万
|
+$20.7万
|
+641
|
新規
|
|
|
1008
|
Curated Wealth Partners
El Segundo,
California
|
$21.3万
|
-$101万
|
-3,120
|
-83%
|
|
|
1009
|
Pacific Excel Wealth Advisors
Walnut Creek,
California
|
$21.2万
|
+$20.6万
|
+640
|
新規
|
|
|
1010
|
Heritage Family Offices
Scottsdale,
Arizona
|
$21.2万
|
-$16.9万
|
-525
|
-45%
|
|
|
1011
|
Waterloo Capital
Austin,
Texas
|
$21.2万
|
+$20.6万
|
+639
|
新規
|
|
|
1012
|
Keel Point
Huntsville,
Alabama
|
$21.1万
|
-$3.26万
|
-101
|
-14%
|
|
|
1013
|
CrossGen Wealth
Greenville,
North Carolina
|
$21.1万
|
–
|
–
|
–
|
|
|
1014
|
Main Street Research
Lakeville,
Connecticut
|
$20.8万
|
+$1,936
|
+6
|
+1%
|
|
|
1015
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$20.8万
|
-$8.84万
|
-274
|
-30%
|
|
|
1016
|
HUB Investment Partners
Austin,
Texas
|
$20.8万
|
+$20.2万
|
+626
|
新規
|
|
|
1017
|
TritonPoint Partners
Chevy Chase,
Maryland
|
$20.8万
|
+$20.2万
|
+626
|
新規
|
|
|
1018
|
Ehrenkranz Partners
New York
|
$20.8万
|
-$6.29万
|
-195
|
-24%
|
|
|
1019
|
Family Management
New York
|
$20.7万
|
+$20.2万
|
+625
|
新規
|
|
|
1020
|
Trust Point Inc
La Crosse,
Wisconsin
|
$20.5万
|
-$968
|
-3
|
-0.5%
|
|
|
1021
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$20.5万
|
-$4,194
|
-13
|
-2%
|
|
|
1022
|
Trust Company of Oklahoma
Tulsa,
Oklahoma
|
$20.5万
|
-$2.39万
|
-74
|
-11%
|
|
|
1023
|
KCM Investment Advisors
Greenbrae,
California
|
$20.5万
|
-$1.06万
|
-33
|
-5%
|
|
|
1024
|
Leelyn Smith
Geneva,
Illinois
|
$20.4万
|
+$19.8万
|
+614
|
新規
|
|
|
1025
|
Flower City Capital
Pittsford,
New York
|
$20.3万
|
+$19.8万
|
+613
|
新規
|
|
