|
1801
|
Heritage Family Offices
Scottsdale,
Arizona
|
$45万
|
+$12.3万
|
+945
|
+42%
|
|
|
1802
|
Pacific Excel Wealth Advisors
Walnut Creek,
California
|
$45万
|
+$16.7万
|
+1,281
|
+66%
|
|
|
1803
|
Concentrum Wealth Management
San Jose,
California
|
$44.9万
|
+$4,817
|
+37
|
+1%
|
|
|
1804
|
Plancorp LLC
Saint Louis,
Missouri
|
$44.8万
|
+$4,947
|
+38
|
+1%
|
|
|
1805
|
E Fund Management (HK)
Central,
Hong Kong
|
$44.8万
|
+$39.9万
|
+3,067
|
+2,272%
|
|
|
1806
|
Optivise Advisory Services
Franklin,
Tennessee
|
$44.7万
|
+$6.5万
|
+499
|
+18%
|
|
|
1807
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$44.6万
|
-$7.33万
|
-563
|
-15%
|
|
|
1808
|
Global Assets Advisory
Orlando,
Florida
|
$44.3万
|
+$6.83万
|
+525
|
+20%
|
|
|
1809
|
Decision Investments
San Diego,
California
|
$44.3万
|
-$4.06万
|
-312
|
-9%
|
|
|
1810
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$44.2万
|
+$130
|
+1
|
+0%
|
|
|
1811
|
TBH Global Asset Management
Brentwood,
Tennessee
|
$44.1万
|
+$4,036
|
+31
|
+1%
|
|
|
1812
|
Knightsbridge Asset Management
Newport Beach,
California
|
$44万
|
+$2.97万
|
+228
|
+8%
|
|
|
1813
|
Horizon Bancorp
Michigan City,
Indiana
|
$43.9万
|
+$6.5万
|
+499
|
+19%
|
|
|
1814
|
|
$43.7万
|
+$7.97万
|
+612
|
+24%
|
|
|
1815
|
Core Alternative Capital
Peachtree Corners,
Georgia
|
$43.7万
|
+$6.04万
|
+464
|
+17%
|
|
|
1816
|
Keudell/Morrison Wealth Management
Salem,
Oregon
|
$43.6万
|
-$2,604
|
-20
|
-0.6%
|
|
|
1817
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$43.5万
|
+$2.88万
|
+221
|
+8%
|
|
|
1818
|
Ashton Thomas Securities
Rochester,
New York
|
$43.5万
|
+$5.16万
|
+396
|
+14%
|
|
|
1819
|
|
$43.4万
|
-$3.19万
|
-245
|
-7%
|
|
|
1820
|
Alpha Family Trust
Los Angeles,
California
|
$43.4万
|
–
|
–
|
–
|
|
|
1821
|
All Terrain Financial Advisors
Coon Rapids,
Minnesota
|
$43.4万
|
-$3,905
|
-30
|
-1%
|
|
|
1822
|
Yoder Wealth Management
Walnut Creek,
California
|
$43.1万
|
+$3,905
|
+30
|
+1%
|
|
|
1823
|
Argonautica Private Wealth Management
Wellesley,
Massachusetts
|
$43.1万
|
–
|
–
|
–
|
|
|
1824
|
McGlone Suttner Wealth Management
Appleton,
Wisconsin
|
$42.7万
|
+$260
|
+2
|
+0.1%
|
|
|
1825
|
True Wealth Design
Akron,
Ohio
|
$42.6万
|
+$1.71万
|
+131
|
+4%
|
|
