|
201
|
Perigon Wealth Management
San Francisco,
California
|
$681万
|
+$275万
|
+22,801
|
+71%
|
|
|
202
|
Callan Family Office
Radnor,
Pennsylvania
|
$680万
|
-$63万
|
-5,227
|
-9%
|
|
|
203
|
Wealthquest
Cincinnati,
Ohio
|
$678万
|
-$86.1万
|
-7,144
|
-12%
|
|
|
204
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$665万
|
+$185万
|
+15,308
|
+40%
|
|
|
205
|
Twin Peaks Wealth Advisors
Burlingame,
California
|
$661万
|
+$105万
|
+8,730
|
+20%
|
|
|
206
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$661万
|
-$21.4万
|
-1,776
|
-3%
|
|
|
207
|
LiftPoint Family Wealth Advisors
Far Hills,
New Jersey
|
$659万
|
+$35.1万
|
+2,907
|
+6%
|
|
|
208
|
Liberty Wealth Management
Oakland,
California
|
$645万
|
–
|
–
|
–
|
|
|
209
|
Forte Asset Management
Bedford,
New York
|
$644万
|
+$8.39万
|
+696
|
+1%
|
|
|
210
|
Sterling Capital Management
Charlotte,
North Carolina
|
$635万
|
-$48.5万
|
-4,023
|
-7%
|
|
|
211
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$626万
|
-$11.8万
|
-979
|
-2%
|
|
|
212
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$620万
|
-$418万
|
-34,653
|
-41%
|
|
|
213
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$618万
|
+$7.19万
|
+596
|
+1%
|
|
|
214
|
Snowden Capital Advisors
New York
|
$616万
|
+$439万
|
+36,426
|
+278%
|
|
|
215
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$615万
|
-$41.6万
|
-3,451
|
-6%
|
|
|
216
|
1900 Wealth Management
San Antonio,
Texas
|
$613万
|
+$3.12万
|
+259
|
+0.5%
|
|
|
217
|
One Advisory Partners
Overland Park,
Kansas
|
$613万
|
+$344万
|
+28,556
|
+138%
|
|
|
218
|
Advyzon Investment Management
Lisle,
Illinois
|
$612万
|
-$158万
|
-13,142
|
-21%
|
|
|
219
|
Montgomery Financial Services
Ocean City,
Maryland
|
$612万
|
+$593万
|
+49,158
|
新規
|
|
|
220
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$607万
|
+$588万
|
+48,789
|
新規
|
|
|
221
|
CoreCap Advisors
Southfield,
Michigan
|
$605万
|
-$20.7万
|
-1,714
|
-3%
|
|
|
222
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$602万
|
-$12.6万
|
-1,044
|
-2%
|
|
|
223
|
SigFig Wealth Management
San Francisco,
California
|
$601万
|
+$28.6万
|
+2,368
|
+5%
|
|
|
224
|
One Wealth Capital Management
Scottsdale,
Arizona
|
$597万
|
+$121万
|
+9,994
|
+26%
|
|
|
225
|
Key Capital Management
Hendersonville, Tn 37075,
Tennessee
|
$595万
|
+$118万
|
+9,781
|
+26%
|
|
