|
301
|
Global Retirement Partners
San Rafael,
California
|
$5.11万
|
+$4.74万
|
+1,743
|
新規
|
|
|
302
|
LRI Investments
Palm Beach Gardens,
Florida
|
$3.13万
|
+$3,591
|
+132
|
+14%
|
|
|
303
|
Anchor Investment Management
Columbia,
South Carolina
|
$2.96万
|
+$2.75万
|
+1,010
|
新規
|
|
|
304
|
|
$2.73万
|
-$2.94万
|
-1,079
|
-54%
|
|
|
305
|
Elevation Wealth Partners
Santa Rosa,
California
|
$2.73万
|
+$2.01万
|
+738
|
+378%
|
|
|
306
|
Salomon & Ludwin
Richmond,
Virginia
|
$2.52万
|
–
|
–
|
–
|
|
|
307
|
Clearstead Advisors
Cleveland,
Ohio
|
$2.23万
|
+$2.07万
|
+761
|
新規
|
|
|
308
|
Nomura Asset Management
Tokyo,
Japan
|
$2.17万
|
-$1.88万
|
-690
|
-48%
|
|
|
309
|
UMB Bank
Kansas City,
Missouri
|
$1.73万
|
+$1,850
|
+68
|
+13%
|
|
|
310
|
Rockefeller Capital Management
New York
|
$1.53万
|
-$1.91万
|
-703
|
-57%
|
|
|
311
|
Sittner & Nelson
Eugene,
Oregon
|
$1.46万
|
–
|
–
|
–
|
|
|
312
|
Bare Financial Services
Gap,
Pennsylvania
|
$1.46万
|
+$5,713
|
+210
|
+73%
|
|
|
313
|
Persistent Asset Partners
Hong Kong
|
$1.26万
|
+$1.17万
|
+430
|
新規
|
|
|
314
|
Institute for Wealth Management
Denver,
Colorado
|
$1.09万
|
+$1.01万
|
+372
|
新規
|
|
|
315
|
Clearstead Trust
Portland,
Maine
|
$9,611
|
+$8,924
|
+328
|
新規
|
|
|
316
|
Meeder Asset Management
Dublin,
Ohio
|
$9,405
|
–
|
–
|
–
|
|
|
317
|
Highline Wealth Partners
Sherman Oaks,
California
|
$7,618
|
–
|
–
|
–
|
|
|
318
|
JPL Wealth Management
Highlands Ranch,
Colorado
|
$7,384
|
+$326
|
+12
|
+5%
|
|
|
319
|
Private Trust Company
Cleveland,
Ohio
|
$7,384
|
+$4,353
|
+160
|
+174%
|
|
|
320
|
CVA Family Office
Denver,
Colorado
|
$6,856
|
+$2,122
|
+78
|
+50%
|
|
|
321
|
Physician Wealth Advisors
Midvale,
Utah
|
$6,564
|
-$626
|
-23
|
-9%
|
|
|
322
|
Cedar Mountain Advisors
Lake Oswego,
Oregon
|
$6,563
|
–
|
–
|
–
|
|
|
323
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$5,596
|
–
|
–
|
–
|
|
|
324
|
Keating Financial Advisory Services
Manhattan,
Kansas
|
$5,450
|
-$2,802
|
-103
|
-36%
|
|
|
325
|
AssetMark Inc
Concord,
California
|
$5,450
|
–
|
–
|
–
|
|
