|
1
|
Matson Money Inc
Mason,
Ohio
|
$1.51億
|
+$239万
|
+57,925
|
+2%
|
|
|
2
|
Heirloom Wealth Management
Greenwood Village,
Colorado
|
$4320万
|
-$104万
|
-25,102
|
-2%
|
|
|
3
|
Planning Center Inc
Moline,
Illinois
|
$3579万
|
+$395万
|
+95,866
|
+13%
|
|
|
4
|
Hill Investment Group Partners
St. Louis,
Missouri
|
$3325万
|
-$34.2万
|
-8,299
|
-1%
|
|
|
5
|
Hemington Wealth Management
Falls Church,
Virginia
|
$3029万
|
+$1943万
|
+470,949
|
+190%
|
|
|
6
|
Geometric Wealth Advisors
Washington,
District of Columbia
|
$2097万
|
+$193万
|
+46,864
|
+10%
|
|
|
7
|
CPA Asset Management
West Palm Beach,
Florida
|
$1778万
|
+$4.81万
|
+1,167
|
+0.3%
|
|
|
8
|
Rather & Kittrell
Knoxville,
Tennessee
|
$1767万
|
+$165万
|
+40,087
|
+11%
|
|
|
9
|
Pinney & Scofield
Cambridge,
Massachusetts
|
$1689万
|
+$205万
|
+49,586
|
+14%
|
|
|
10
|
Leading Edge Financial Planning
Knoxville,
Tennessee
|
$1504万
|
+$46.6万
|
+11,304
|
+3%
|
|
|
11
|
Physician Wealth Solutions
North Las Vegas,
Nevada
|
$1480万
|
-$14.4万
|
-3,496
|
-1%
|
|
|
12
|
Stratos Investment Management
Beachwood,
Ohio
|
$1377万
|
+$78.2万
|
+18,958
|
+6%
|
|
|
13
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$1196万
|
+$3.72万
|
+902
|
+0.3%
|
|
|
14
|
Five Oceans Advisors
Santa Monica,
California
|
$1037万
|
-$363万
|
-87,876
|
-26%
|
|
|
15
|
Yardley Wealth Management
Yardley,
Pennsylvania
|
$1017万
|
-$132万
|
-32,103
|
-12%
|
|
|
16
|
Austin Wealth Management
Austin,
Texas
|
$1007万
|
+$80.1万
|
+19,406
|
+9%
|
|
|
17
|
Larson Financial Group
St Louis,
Missouri
|
$987万
|
-$110万
|
-26,695
|
-10%
|
|
|
18
|
Core Wealth Management
Jupiter,
Florida
|
$882万
|
+$32.3万
|
+7,837
|
+4%
|
|
|
19
|
New Dimensions Wealth Management
Allen,
Texas
|
$828万
|
+$811万
|
+196,631
|
新規
|
|
|
20
|
KFG Wealth Management
Granger,
Indiana
|
$802万
|
+$50.5万
|
+12,239
|
+7%
|
|
|
21
|
Scratch Capital
Boise,
Idaho
|
$791万
|
+$168万
|
+40,652
|
+28%
|
|
|
22
|
Level Financial Advisors
East Amherst,
New York
|
$789万
|
+$100万
|
+24,226
|
+15%
|
|
|
23
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$780万
|
+$48.2万
|
+11,691
|
+7%
|
|
|
24
|
Apella Capital
West Hartford,
Connecticut
|
$690万
|
+$81.7万
|
+19,796
|
+14%
|
|
|
25
|
Fortitude Family Office
Scottsdale,
Arizona
|
$615万
|
+$170万
|
+41,124
|
+39%
|
|
