|
1
|
Matson Money Inc
Mason,
Ohio
|
$1.42億
|
+$102万
|
+24,817
|
+0.7%
|
|
|
2
|
Heirloom Wealth Management
Greenwood Village,
Colorado
|
$4255万
|
+$246万
|
+59,625
|
+6%
|
|
|
3
|
Hill Investment Group Partners
St. Louis,
Missouri
|
$3231万
|
-$19.8万
|
-4,799
|
-0.6%
|
|
|
4
|
Planning Center Inc
Moline,
Illinois
|
$3053万
|
+$40.2万
|
+9,736
|
+1%
|
|
|
5
|
Geometric Wealth Advisors
Washington,
District of Columbia
|
$1827万
|
+$87.7万
|
+21,242
|
+5%
|
|
|
6
|
CPA Asset Management
West Palm Beach,
Florida
|
$1705万
|
+$62.2万
|
+15,081
|
+4%
|
|
|
7
|
Rather & Kittrell
Knoxville,
Tennessee
|
$1537万
|
+$194万
|
+47,065
|
+14%
|
|
|
8
|
Physician Wealth Solutions
North Las Vegas,
Nevada
|
$1437万
|
+$7.47万
|
+1,811
|
+0.5%
|
|
|
9
|
Pinney & Scofield
Cambridge,
Massachusetts
|
$1423万
|
+$1450万
|
+351,400
|
新規
|
|
|
10
|
Leading Edge Financial Planning
Knoxville,
Tennessee
|
$1401万
|
+$406万
|
+98,395
|
+40%
|
|
|
11
|
Five Oceans Advisors
Santa Monica,
California
|
$1353万
|
+$539万
|
+130,693
|
+64%
|
|
|
12
|
Stratos Investment Management
Beachwood,
Ohio
|
$1247万
|
+$393万
|
+95,151
|
+45%
|
|
|
13
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$1146万
|
+$56.2万
|
+13,615
|
+5%
|
|
|
14
|
Yardley Wealth Management
Yardley,
Pennsylvania
|
$1114万
|
+$157万
|
+37,990
|
+16%
|
|
|
15
|
Larson Financial Group
St Louis,
Missouri
|
$1057万
|
-$173万
|
-42,000
|
-14%
|
|
|
16
|
Hemington Wealth Management
Falls Church,
Virginia
|
$1006万
|
+$262万
|
+63,390
|
+34%
|
|
|
17
|
Austin Wealth Management
Austin,
Texas
|
$904万
|
+$48.2万
|
+11,691
|
+6%
|
|
|
18
|
Core Wealth Management
Jupiter,
Florida
|
$816万
|
+$63万
|
+15,269
|
+8%
|
|
|
19
|
KFG Wealth Management
Granger,
Indiana
|
$721万
|
+$310万
|
+75,072
|
+73%
|
|
|
20
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$703万
|
+$171万
|
+41,394
|
+31%
|
|
|
21
|
Level Financial Advisors
East Amherst,
New York
|
$660万
|
+$125万
|
+30,277
|
+23%
|
|
|
22
|
Scratch Capital
Boise,
Idaho
|
$596万
|
+$608万
|
+147,217
|
新規
|
|
|
23
|
Apella Capital
West Hartford,
Connecticut
|
$592万
|
+$53.4万
|
+12,928
|
+10%
|
|
|
24
|
David Wealth Management
Fairfax,
Virginia
|
$586万
|
+$597万
|
+144,719
|
新規
|
|
|
25
|
Plan Group Financial
Oklahoma City,
Oklahoma
|
$497万
|
+$10.7万
|
+2,592
|
+2%
|
|
