|
301
|
WealthCollab
Bellevue,
Washington
|
$3,898
|
–
|
–
|
–
|
|
|
302
|
Bare Financial Services
Gap,
Pennsylvania
|
$3,077
|
+$1,052
|
+29
|
+63%
|
|
|
303
|
CVA Family Office
Denver,
Colorado
|
$2,626
|
+$1,161
|
+32
|
+100%
|
|
|
304
|
Kilter Group
Rhinebeck,
New York
|
$2,462
|
–
|
–
|
–
|
|
|
305
|
SJS Investment Consulting
Sylvania,
Ohio
|
$2,134
|
+$1,705
|
+47
|
+940%
|
|
|
306
|
Continuum Advisory
Eagle,
Idaho
|
$2,093
|
+$1,850
|
+51
|
新規
|
|
|
307
|
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
|
$2,052
|
–
|
–
|
–
|
|
|
308
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$2,011
|
+$834
|
+23
|
+88%
|
|
|
309
|
Harbour Investments
Madison,
Wisconsin
|
$1,707
|
–
|
–
|
–
|
|
|
310
|
Dogwood Wealth Management
Lenexa,
Kansas
|
$1,477
|
–
|
–
|
–
|
|
|
311
|
Fortitude Family Office
Scottsdale,
Arizona
|
$1,272
|
+$254
|
+7
|
+29%
|
|
|
312
|
Physician Wealth Advisors
Midvale,
Utah
|
$1,149
|
+$1,016
|
+28
|
新規
|
|
|
313
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$903
|
+$544
|
+15
|
+214%
|
|
|
314
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$821
|
+$726
|
+20
|
新規
|
|
|
315
|
Action Point Financial Planning
Grand Rapids,
Michigan
|
$779
|
+$762
|
+21
|
新規
|
|
|
316
|
Essential Partners
Rancho Santa Fe,
California
|
$698
|
–
|
–
|
–
|
|
|
317
|
Fortis Group Advisors
Westwood,
New Jersey
|
$698
|
–
|
–
|
–
|
|
|
318
|
Rialto Wealth Management
Syracuse,
New York
|
$657
|
+$472
|
+13
|
+433%
|
|
|
319
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$615
|
+$544
|
+15
|
新規
|
|
|
320
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$574
|
+$508
|
+14
|
新規
|
|
|
321
|
Bell Investment Advisors
Oakland,
California
|
$534
|
+$472
|
+13
|
新規
|
|
|
322
|
Creative Capital Management Investments
San Diego,
California
|
$533
|
+$472
|
+13
|
新規
|
|
|
323
|
Gilpin Wealth Management
Denver,
Colorado
|
$452
|
+$326
|
+9
|
+450%
|
|
|
324
|
|
$410
|
-$254
|
-7
|
-41%
|
|
|
325
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$410
|
+$363
|
+10
|
新規
|
|
