|
501
|
Clearstead Trust
Portland,
Maine
|
$6,522
|
+$5,891
|
+56
|
新規
|
|
|
502
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$6,172
|
+$5,575
|
+53
|
新規
|
|
|
503
|
Oakworth Capital
Birmingham,
Alabama
|
$6,055
|
–
|
–
|
–
|
|
|
504
|
Avion Wealth
The Woodlands,
Texas
|
$6,000
|
+$1,473
|
+14
|
+31%
|
|
|
505
|
Brown Brothers Harriman & Co
New York
|
$5,240
|
+$1,788
|
+17
|
+61%
|
|
|
506
|
EFG International
Zurich,
|
$4,891
|
–
|
–
|
–
|
|
|
507
|
Private Wealth Management Group
Princeton,
New Jersey
|
$4,775
|
–
|
–
|
–
|
|
|
508
|
Synergy Investment Management
Altamonte Springs,
Florida
|
$4,608
|
+$4,208
|
+40
|
新規
|
|
|
509
|
Action Point Financial Planning
Grand Rapids,
Michigan
|
$4,424
|
+$4,313
|
+41
|
新規
|
|
|
510
|
North Star Investment Management
Chicago,
Illinois
|
$4,192
|
+$526
|
+5
|
+16%
|
|
|
511
|
Tacita Capital
Toronto,
Ontario, Canada
|
$4,183
|
–
|
–
|
–
|
|
|
512
|
Boreal Capital Management
Miami,
Florida
|
$4,076
|
–
|
–
|
–
|
|
|
513
|
Hughes Financial Services
Herndon,
Virginia
|
$4,076
|
+$1,473
|
+14
|
+67%
|
|
|
514
|
SBI Securities
Tokyo,
Japan
|
$4,076
|
+$3,577
|
+34
|
+3,400%
|
|
|
515
|
Elevation Wealth Partners
Santa Rosa,
California
|
$3,960
|
+$3,577
|
+34
|
新規
|
|
|
516
|
High Note Wealth
Deephaven,
Minnesota
|
$3,959
|
+$3,471
|
+33
|
+3,300%
|
|
|
517
|
Wealth Enhancement Trust Services
Sioux Falls,
South Dakota
|
$3,959
|
+$3,577
|
+34
|
新規
|
|
|
518
|
Decker Retirement Planning
Levi,
Utah
|
$3,843
|
–
|
–
|
–
|
|
|
519
|
SJS Investment Consulting
Sylvania,
Ohio
|
$3,843
|
+$3,366
|
+32
|
+3,200%
|
|
|
520
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$3,727
|
–
|
–
|
–
|
|
|
521
|
Anchor Investment Management
Columbia,
South Carolina
|
$3,726
|
+$3,366
|
+32
|
新規
|
|
|
522
|
Cedar Mountain Advisors
Lake Oswego,
Oregon
|
$3,610
|
–
|
–
|
–
|
|
|
523
|
Manning & Napier Advisors
Fairport,
New York
|
$3,305
|
+$3,051
|
+29
|
新規
|
|
|
524
|
Country Trust Bank
Bloomington,
Illinois
|
$3,261
|
–
|
–
|
–
|
|
|
525
|
Medallion Wealth Advisors
Farmington,
Connecticut
|
$3,144
|
–
|
–
|
–
|
|
