|
1851
|
Jamison Private Wealth Management
Milton,
Georgia
|
$32.7万
|
+$4,473
|
+61
|
+1%
|
|
|
1852
|
Philip James Wealth Mangement
Milton,
Georgia
|
$32.6万
|
-$10.7万
|
-1,455
|
-24%
|
|
|
1853
|
Everpar Advisors
Tulsa,
Oklahoma
|
$32.6万
|
-$3.94万
|
-537
|
-11%
|
|
|
1854
|
Aspen Investment Management
Grand Rapids,
Michigan
|
$32.5万
|
–
|
–
|
–
|
|
|
1855
|
Insight Advisors
Newtown,
Pennsylvania
|
$32.5万
|
-$4.28万
|
-584
|
-11%
|
|
|
1856
|
iSAM Funds (UK)
London,
United Kingdom
|
$32.5万
|
+$33万
|
+4,500
|
新規
|
|
|
1857
|
Shepherd Wealth Management
Cincinnati,
Ohio
|
$32.4万
|
–
|
–
|
–
|
|
|
1858
|
AM Investment Strategies
Chattanooga,
Tennessee
|
$32.4万
|
–
|
–
|
–
|
|
|
1859
|
Pension & Wealth Management Advisors
Waltham,
Massachusetts
|
$32.3万
|
-$7.33万
|
-1,000
|
-18%
|
|
|
1860
|
Caldwell Trust
Venice,
Florida
|
$32.3万
|
+$5.56万
|
+758
|
+20%
|
|
|
1861
|
Aventura Private Wealth
Aventura,
Florida
|
$32.2万
|
-$3.75万
|
-512
|
-10%
|
|
|
1862
|
Stiles Financial Services
Edina,
Minnesota
|
$32.2万
|
+$32.7万
|
+4,462
|
新規
|
|
|
1863
|
Venturi Wealth Management
Austin,
Texas
|
$32.2万
|
-$6.5万
|
-886
|
-17%
|
|
|
1864
|
Opal Wealth Advisors
Jericho,
New York
|
$32.1万
|
-$3,373
|
-46
|
-1%
|
|
|
1865
|
Brian Low Financial Group
Baton Rouge,
Louisiana
|
$32.1万
|
+$5,573
|
+76
|
+2%
|
|
|
1866
|
Florida Financial Advisors
Tampa,
Florida
|
$32.1万
|
-$3.6万
|
-491
|
-10%
|
|
|
1867
|
Purus Wealth Management
Newport Beach,
California
|
$31.9万
|
+$3,666
|
+50
|
+1%
|
|
|
1868
|
Corient IA
Miami,
Florida
|
$31.8万
|
–
|
–
|
–
|
|
|
1869
|
Register Financial Advisors
Atlanta,
Georgia
|
$31.7万
|
+$7.33万
|
+1,000
|
+29%
|
|
|
1870
|
KCM Investment Advisors
Greenbrae,
California
|
$31.7万
|
-$3.19万
|
-435
|
-9%
|
|
|
1871
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$31.6万
|
-$15.2万
|
-2,069
|
-32%
|
|
|
1872
|
Action Point Financial Planning
Grand Rapids,
Michigan
|
$31.5万
|
+$32.1万
|
+4,372
|
新規
|
|
|
1873
|
Eastern Bank
Boston,
Massachusetts
|
$31.4万
|
-$24.4万
|
-3,329
|
-43%
|
|
|
1874
|
Aureus Asset Management
Boston,
Massachusetts
|
$31.4万
|
–
|
–
|
–
|
|
|
1875
|
Roberts Wealth Advisors
Palo Alto,
California
|
$31.3万
|
–
|
–
|
–
|
|
