|
1
|
Quantum Financial Advisors
El Segundo,
California
|
$233万
|
+$232万
|
+91,626
|
新規
|
|
|
2
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$126万
|
+$125万
|
+49,365
|
新規
|
|
|
3
|
|
$97.7万
|
+$20.7万
|
+8,170
|
+27%
|
|
|
4
|
Coldstream Capital Management
Bellevue,
Washington
|
$72.3万
|
+$72万
|
+28,425
|
新規
|
|
|
5
|
Hills Bank & Trust
North Liberty,
Iowa
|
$60.3万
|
+$60.1万
|
+23,716
|
新規
|
|
|
6
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$40.7万
|
+$40.5万
|
+16,000
|
新規
|
|
|
7
|
Rossmore Private Capital
Glastonbury,
Connecticut
|
$32.7万
|
+$32.6万
|
+12,860
|
新規
|
|
|
8
|
Heritage Family Offices
Scottsdale,
Arizona
|
$28.3万
|
+$28.2万
|
+11,124
|
新規
|
|
|
9
|
Pacific Excel Wealth Advisors
Walnut Creek,
California
|
$28.3万
|
+$28.2万
|
+11,124
|
新規
|
|
|
10
|
Leavell Investment Management
Mobile,
Alabama
|
$25.6万
|
+$25.5万
|
+10,060
|
新規
|
|
|
11
|
Kestra Advisory Services
Austin,
Texas
|
$24.6万
|
+$24.5万
|
+9,682
|
新規
|
|
|
12
|
IFP Advisors
Tampa,
Florida
|
$13.4万
|
+$13.3万
|
+5,269
|
新規
|
|
|
13
|
10Elms LLP
Tulsa,
Oklahoma
|
$6.1万
|
+$6.08万
|
+2,400
|
新規
|
|
|
14
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$3万
|
+$2.99万
|
+1,180
|
新規
|
|
|
15
|
Addison Advisors
Middlebury,
Vermont
|
$2.58万
|
+$2.57万
|
+1,015
|
新規
|
|
|
16
|
|
$1,780
|
-$253万
|
-99,930
|
-100%
|
|
