|
1001
|
LifeSteps Financial
Claremont,
California
|
$3,017
|
+$2,803
|
+17
|
新規
|
|
|
1002
|
West Paces Advisors
Atlanta,
Georgia
|
$3,017
|
+$2,803
|
+17
|
新規
|
|
|
1003
|
Synergy Investment Management
Altamonte Springs,
Florida
|
$2,911
|
+$2,309
|
+14
|
新規
|
|
|
1004
|
CVA Family Office
Denver,
Colorado
|
$2,840
|
-$1.48万
|
-90
|
-85%
|
|
|
1005
|
Anchor Investment Management
Columbia,
South Carolina
|
$2,840
|
-$8,080
|
-49
|
-75%
|
|
|
1006
|
Twin Lakes Capital Management
Redwood Shores,
California
|
$2,840
|
–
|
–
|
–
|
|
|
1007
|
Addison Advisors
Middlebury,
Vermont
|
$2,663
|
-$1,979
|
-12
|
-44%
|
|
|
1008
|
Dogwood Wealth Management
Lenexa,
Kansas
|
$2,662
|
-$824
|
-5
|
-25%
|
|
|
1009
|
Principia Wealth Advisory
Dallas,
Texas
|
$2,662
|
+$165
|
+1
|
+7%
|
|
|
1010
|
Retirement Wealth Solutions
Marshfield,
Wisconsin
|
$2,485
|
–
|
–
|
–
|
|
|
1011
|
Valued Wealth Advisors
Holladay,
Utah
|
$2,485
|
–
|
–
|
–
|
|
|
1012
|
Westside Investment Management
Santa Monica,
California
|
$2,485
|
–
|
–
|
–
|
|
|
1013
|
Fortitude Family Office
Scottsdale,
Arizona
|
$2,485
|
+$1,154
|
+7
|
+100%
|
|
|
1014
|
Planning Strategies
Lancaster,
Pennsylvania
|
$2,485
|
+$2,309
|
+14
|
新規
|
|
|
1015
|
Copia Wealth Management
Bend,
Oregon
|
$2,307
|
–
|
–
|
–
|
|
|
1016
|
Nemes Rush Group
Novi,
Michigan
|
$2,307
|
–
|
–
|
–
|
|
|
1017
|
Banque Cantonale Vaudoise
Lausanne,
Switzerland
|
$2,145
|
+$43.1万
|
+2,614
|
+28%
|
|
|
1018
|
Creative Financial Designs
Kokomo,
Indiana
|
$2,130
|
+$824
|
+5
|
+71%
|
|
|
1019
|
American Capital Advisory
Ketchum,
Idaho
|
$2,130
|
+$1,319
|
+8
|
+200%
|
|
|
1020
|
Abound Wealth Management
Franklin,
Tennessee
|
$2,130
|
+$1,979
|
+12
|
新規
|
|
|
1021
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$2,130
|
+$1,979
|
+12
|
新規
|
|
|
1022
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$1,953
|
+$1,814
|
+11
|
新規
|
|
|
1023
|
Highland Investment Advisors
Ponte Vedra,
Florida
|
$1,952
|
+$1,814
|
+11
|
新規
|
|
|
1024
|
Comprehensive Financial Planning
East Petersburg,
Pennsylvania
|
$1,775
|
+$1,649
|
+10
|
新規
|
|
|
1025
|
Kilter Group
Rhinebeck,
New York
|
$1,775
|
+$1,649
|
+10
|
新規
|
|
