|
1301
|
Avantax Planning Partners
Dubuque,
Iowa
|
$25.4万
|
+$4.43万
|
+388
|
+21%
|
|
|
1302
|
Joel Isaacson & Co
New York
|
$25.4万
|
+$25.4万
|
+2,226
|
新規
|
|
|
1303
|
Investment Partners Asset Management
Metuchen,
New Jersey
|
$25.4万
|
+$571
|
+5
|
+0.2%
|
|
|
1304
|
Jacobs & Co
San Francisco,
California
|
$25.4万
|
–
|
–
|
–
|
|
|
1305
|
Cypress Financial Planning
Haddon Heights,
New Jersey
|
$25.3万
|
-$114
|
-1
|
-0%
|
|
|
1306
|
Ariadne Wealth Management
Santa Barbara,
California
|
$25.3万
|
+$25.2万
|
+2,212
|
新規
|
|
|
1307
|
BSW Wealth Partners
Boulder,
Colorado
|
$25.2万
|
+$3.74万
|
+328
|
+17%
|
|
|
1308
|
Saxony Capital Management
St. Louis,
Missouri
|
$25.2万
|
-$10.8万
|
-950
|
-30%
|
|
|
1309
|
Archford Capital Strategies
Swansea,
Illinois
|
$25.1万
|
–
|
–
|
–
|
|
|
1310
|
Field & Main Bank
Henderson,
Kentucky
|
$25万
|
+$25万
|
+2,190
|
新規
|
|
|
1311
|
Turtle Creek Wealth Advisors
Dallas,
Texas
|
$25万
|
+$24.9万
|
+2,186
|
新規
|
|
|
1312
|
Embree Financial Group
Chicago,
Illinois
|
$24.9万
|
+$1.03万
|
+90
|
+4%
|
|
|
1313
|
Sand Hill Global Advisors
Palo Alto,
California
|
$24.8万
|
+$6,277
|
+55
|
+3%
|
|
|
1314
|
Lombard Odier Asset Management (Europe)
London,
United Kingdom
|
$24.7万
|
+$24.6万
|
+2,159
|
新規
|
|
|
1315
|
Univest Financial
Souderton,
Pennsylvania
|
$24.5万
|
–
|
–
|
–
|
|
|
1316
|
Pacific Sage Partners
Edmonds,
Washington
|
$24.3万
|
-$342
|
-3
|
-0.1%
|
|
|
1317
|
Blodgett Wealth Advisors
Concord,
California
|
$24.3万
|
–
|
–
|
–
|
|
|
1318
|
Centaurus Financial
Anaheim,
California
|
$24.2万
|
+$3.07万
|
+269
|
+15%
|
|
|
1319
|
Signature Equity Partners
Columbus,
Ohio
|
$24.2万
|
+$9.7万
|
+847
|
+67%
|
|
|
1320
|
OneAscent Family Office
Birmingham,
Alabama
|
$24.2万
|
+$24.1万
|
+2,116
|
新規
|
|
|
1321
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$24.1万
|
-$1,027
|
-9
|
-0.4%
|
|
|
1322
|
Providence Wealth Advisors
Frankfort,
Illinois
|
$24万
|
+$2.85万
|
+250
|
+14%
|
|
|
1323
|
M1 Capital Management
Bloomfield Hills,
Michigan
|
$24万
|
–
|
–
|
–
|
|
|
1324
|
Worth Asset Management
Dallas,
Texas
|
$23.9万
|
+$8,217
|
+72
|
+4%
|
|
|
1325
|
Commonwealth Financial Services
Vienna,
West Virginia
|
$23.9万
|
+$2.92万
|
+256
|
+14%
|
|
