|
51
|
Ridgeline Wealth
Mesa,
Arizona
|
$553万
|
+$20万
|
+2,930
|
+4%
|
|
|
52
|
Cardiff Park Advisors
Carlsbad,
California
|
$540万
|
+$67.2万
|
+9,856
|
+15%
|
|
|
53
|
Mendota Financial Group
Madison,
Wisconsin
|
$511万
|
+$87万
|
+12,753
|
+22%
|
|
|
54
|
Dogwood Wealth Management
Lenexa,
Kansas
|
$466万
|
-$26.9万
|
-3,942
|
-6%
|
|
|
55
|
SeedSafe Financial
Austin,
Texas
|
$426万
|
–
|
–
|
–
|
|
|
56
|
Cypress Point Wealth Management
Dallas,
Texas
|
$419万
|
+$5.83万
|
+854
|
+2%
|
|
|
57
|
Haven Private
Orlando,
Florida
|
$415万
|
-$19.6万
|
-2,880
|
-5%
|
|
|
58
|
Wells Fargo
San Francisco,
California
|
$409万
|
+$18万
|
+2,642
|
+5%
|
|
|
59
|
CoreCap Advisors
Southfield,
Michigan
|
$409万
|
+$50.8万
|
+7,447
|
+15%
|
|
|
60
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$393万
|
-$8,460
|
-124
|
-0.2%
|
|
|
61
|
|
$385万
|
+$2.46万
|
+360
|
+0.7%
|
|
|
62
|
Passive Capital Management
Baltimore,
Maryland
|
$367万
|
–
|
–
|
–
|
|
|
63
|
Acropolis Investment Management
St. Louis,
Missouri
|
$361万
|
+$23.9万
|
+3,500
|
+8%
|
|
|
64
|
Allodium Investment Consultants
Minneapolis,
Minnesota
|
$358万
|
+$14.7万
|
+2,160
|
+5%
|
|
|
65
|
Aire Advisors
Beverly Hills,
California
|
$358万
|
-$12.8万
|
-1,879
|
-4%
|
|
|
66
|
Atlas Wealth
Cincinnati,
Ohio
|
$317万
|
+$43万
|
+6,306
|
+17%
|
|
|
67
|
Rockefeller Capital Management
New York
|
$316万
|
+$6.04万
|
+885
|
+2%
|
|
|
68
|
Kestra Advisory Services
Austin,
Texas
|
$311万
|
+$7.15万
|
+1,048
|
+3%
|
|
|
69
|
Family Office Research
Bethesda,
Maryland
|
$309万
|
+$2,115
|
+31
|
+0.1%
|
|
|
70
|
Endeavor Private Wealth
Topeka,
Kansas
|
$309万
|
+$21.3万
|
+3,116
|
+8%
|
|
|
71
|
Fourth Dimension Wealth
Middleburg Heights,
Ohio
|
$296万
|
+$26.7万
|
+3,911
|
+11%
|
|
|
72
|
Beacon Pointe Advisors
Newport Beach,
California
|
$269万
|
+$57.1万
|
+8,372
|
+30%
|
|
|
73
|
Kavar Capital Partners Group
Leawood,
Kansas
|
$265万
|
-$2,729
|
-40
|
-0.1%
|
|
|
74
|
Cresset Asset Management
Chicago,
Illinois
|
$261万
|
+$91.7万
|
+13,447
|
+61%
|
|
|
75
|
Burk Holdings
Tulsa,
Oklahoma
|
$258万
|
-$4.35万
|
-637
|
-2%
|
|
