|
1051
|
Abel Hall LLC
Baton Rouge,
Louisiana
|
$39.5万
|
–
|
–
|
–
|
|
|
1052
|
Optivise Advisory Services
Franklin,
Tennessee
|
$39.2万
|
+$16.5万
|
+2,915
|
+72%
|
|
|
1053
|
Columbia Asset Management
Ann Arbor,
Michigan
|
$38.9万
|
–
|
–
|
–
|
|
|
1054
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$38.9万
|
+$11.5万
|
+2,036
|
+42%
|
|
|
1055
|
Beacon Financial Planning
Hyannis,
Massachusetts
|
$38.8万
|
-$3.1万
|
-549
|
-7%
|
|
|
1056
|
EPG Wealth Management
Atlanta,
Georgia
|
$38.5万
|
+$3.06万
|
+542
|
+9%
|
|
|
1057
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$38.4万
|
+$38.4万
|
+6,791
|
新規
|
|
|
1058
|
Comprehensive Money Management Services
Coral Gables,
Florida
|
$38.3万
|
-$4.29万
|
-760
|
-10%
|
|
|
1059
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$38.3万
|
-$2.03万
|
-360
|
-5%
|
|
|
1060
|
Alteri Wealth
Westlake Village,
California
|
$38.2万
|
+$6,100
|
+108
|
+2%
|
|
|
1061
|
Tepp RIA
Westfield,
New Jersey
|
$37.7万
|
-$3.96万
|
-701
|
-9%
|
|
|
1062
|
SignatureFD
Atlanta,
Georgia
|
$37.6万
|
+$1,186
|
+21
|
+0.3%
|
|
|
1063
|
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
|
$37.5万
|
+$5,817
|
+103
|
+2%
|
|
|
1064
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$37.4万
|
+$6.7万
|
+1,186
|
+22%
|
|
|
1065
|
Delta Investment Management
San Francisco,
California
|
$37.4万
|
-$39万
|
-6,897
|
-51%
|
|
|
1066
|
Baker Avenue Asset Management
San Francisco,
California
|
$37.2万
|
-$373万
|
-66,031
|
-91%
|
|
|
1067
|
Wealth Management Partners
Tucson,
Arizona
|
$37.1万
|
-$4.12万
|
-729
|
-10%
|
|
|
1068
|
Hubbell Strickland Wealth Management
New Orleans,
Louisiana
|
$37.1万
|
+$3,163
|
+56
|
+0.9%
|
|
|
1069
|
Osborne Partners Capital Management
San Francisco,
California
|
$37万
|
–
|
–
|
–
|
|
|
1070
|
Liberty Wealth Management
Oakland,
California
|
$37万
|
–
|
–
|
–
|
|
|
1071
|
Auour Investments
Woburn,
Massachusetts
|
$36.8万
|
+$9,037
|
+160
|
+3%
|
|
|
1072
|
Convergence Financial
Columbia,
Missouri
|
$36.7万
|
+$15.4万
|
+2,725
|
+72%
|
|
|
1073
|
Excelsior Advisor Network
Denver,
Colorado
|
$36.6万
|
+$36.6万
|
+6,488
|
新規
|
|
|
1074
|
NavPoint Financial
Prior Lake,
Minnesota
|
$36.3万
|
+$5,592
|
+99
|
+2%
|
|
|
1075
|
Johnson & White Wealth Management
York,
Pennsylvania
|
$36.3万
|
+$3,841
|
+68
|
+1%
|
|
