|
326
|
Parcion Private Wealth
Bellevue,
Washington
|
$149万
|
–
|
–
|
–
|
|
|
327
|
Holistic Planning
Nacogdoches,
Texas
|
$145万
|
-$6.43万
|
-522
|
-4%
|
|
|
328
|
Collective Family Office
York,
Pennsylvania
|
$144万
|
–
|
–
|
–
|
|
|
329
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$141万
|
+$3,573
|
+29
|
+0.3%
|
|
|
330
|
USAdvisors Wealth Management
Eden Prairie,
Minnesota
|
$141万
|
+$1.7万
|
+138
|
+1%
|
|
|
331
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$139万
|
+$19.9万
|
+1,617
|
+17%
|
|
|
332
|
Fidelity Investments
Boston,
Massachusetts
|
$137万
|
+$18.8万
|
+1,524
|
+17%
|
|
|
333
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$136万
|
+$98.4万
|
+7,987
|
+308%
|
|
|
334
|
EntreWealth
Austin,
Texas
|
$133万
|
+$91.1万
|
+7,395
|
+264%
|
|
|
335
|
IF Advisors
San Antonio,
Texas
|
$128万
|
–
|
–
|
–
|
|
|
336
|
Truepoint Inc
Cincinnati,
Ohio
|
$127万
|
+$6.2万
|
+503
|
+5%
|
|
|
337
|
Heritage Wealth Management (California)
San Diego,
California
|
$125万
|
+$6.81万
|
+553
|
+6%
|
|
|
338
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$124万
|
-$32万
|
-2,594
|
-21%
|
|
|
339
|
Aurelius Family Office
Bedford,
New Hampshire
|
$124万
|
-$2.77万
|
-225
|
-2%
|
|
|
340
|
Level Four Advisory Services
Dallas,
Texas
|
$121万
|
–
|
–
|
–
|
|
|
341
|
Baker Boyer National Bank
Walla Walla,
Washington
|
$119万
|
–
|
–
|
–
|
|
|
342
|
MAI Capital Management
Independence,
Ohio
|
$118万
|
+$66.1万
|
+5,366
|
+140%
|
|
|
343
|
Aprio Wealth Management
Atlanta,
Georgia
|
$115万
|
+$2.29万
|
+186
|
+2%
|
|
|
344
|
North Capital
Salt Lake City,
Utah
|
$113万
|
+$862
|
+7
|
+0.1%
|
|
|
345
|
Merit Financial Group
Alpharetta,
Georgia
|
$112万
|
–
|
–
|
–
|
|
|
346
|
Trademark Financial Management
Bloomington,
Minnesota
|
$112万
|
-$2.64万
|
-214
|
-2%
|
|
|
347
|
Diversify Wealth Management
Sandy,
Utah
|
$111万
|
+$54.8万
|
+4,451
|
+103%
|
|
|
348
|
Diversify Advisory Services
Sandy,
Utah
|
$111万
|
+$108万
|
+8,752
|
新規
|
|
|
349
|
Freedom Day Solutions
Houston,
Texas
|
$111万
|
+$106万
|
+8,637
|
新規
|
|
|
350
|
Cornerstone Capital
Palo Alto,
California
|
$107万
|
-$6.9万
|
-560
|
-6%
|
|
