|
3176
|
Heritage Family Offices
Scottsdale,
Arizona
|
$53.2万
|
+$6.88万
|
+100
|
+16%
|
|
|
3177
|
Old Peak Finance
Chapel Hill,
North Carolina
|
$53.2万
|
-$6,880
|
-10
|
-1%
|
|
|
3178
|
Pacific Excel Wealth Advisors
Walnut Creek,
California
|
$53.2万
|
+$49.7万
|
+723
|
新規
|
|
|
3179
|
Schrum Private Wealth Management
St. Augustine,
Florida
|
$53.2万
|
-$9.49万
|
-138
|
-11%
|
|
|
3180
|
SK Wealth Management
Providence,
Rhode Island
|
$53.1万
|
+$688
|
+1
|
+0.1%
|
|
|
3181
|
Shira Ridge Wealth Management
Larkspur,
California
|
$53.1万
|
–
|
–
|
–
|
|
|
3182
|
Atwater Malick
Lancaster,
Pennsylvania
|
$53.1万
|
–
|
–
|
–
|
|
|
3183
|
Kaufman Rossin Wealth
Miami,
Florida
|
$53.1万
|
+$4,128
|
+6
|
+0.8%
|
|
|
3184
|
EagleClaw Capital Management
Boston,
Massachusetts
|
$53万
|
-$1.03万
|
-15
|
-2%
|
|
|
3185
|
Arbor Trust Wealth Advisors
Ann Arbor,
Michigan
|
$53万
|
–
|
–
|
–
|
|
|
3186
|
Financial & Tax Architects
St Louis,
Missouri
|
$52.9万
|
-$4.54万
|
-66
|
-8%
|
|
|
3187
|
Brio Consultants
San Francisco,
California
|
$52.8万
|
+$1,376
|
+2
|
+0.3%
|
|
|
3188
|
Citrine Capital
San Francisco,
California
|
$52.8万
|
+$12.9万
|
+187
|
+35%
|
|
|
3189
|
Goelzer Investment Management
Carmel,
Indiana
|
$52.8万
|
-$59.7万
|
-868
|
-55%
|
|
|
3190
|
|
$52.7万
|
+$4,128
|
+6
|
+0.8%
|
|
|
3191
|
Guardian Partners
Toronto,
Canada
|
$52.7万
|
+$16.4万
|
+239
|
+50%
|
|
|
3192
|
Lantern Wealth Advisors
Melville,
New York
|
$52.6万
|
–
|
–
|
–
|
|
|
3193
|
New Insight Wealth Advisors
San Ramon,
California
|
$52.5万
|
+$20.5万
|
+298
|
+72%
|
|
|
3194
|
Capital Investment Counsel Inc
Raleigh,
North Carolina
|
$52.4万
|
-$6.95万
|
-101
|
-12%
|
|
|
3195
|
MYeCFO
La Jolla,
California
|
$52.4万
|
–
|
–
|
–
|
|
|
3196
|
MN Wealth Advisors
Overland Park,
Kansas
|
$52.4万
|
-$1.72万
|
-25
|
-3%
|
|
|
3197
|
Bourgeon Capital Management
Darien,
Connecticut
|
$52.4万
|
+$6.95万
|
+101
|
+17%
|
|
|
3198
|
Compass Wealth Management
Guilford,
Connecticut
|
$52.4万
|
+$48.9万
|
+711
|
新規
|
|
|
3199
|
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
|
$52.3万
|
–
|
–
|
–
|
|
|
3200
|
Apeiron RIA
Dallas,
Texas
|
$52.3万
|
-$4.47万
|
-65
|
-8%
|
|
