|
926
|
Compass Planning Associates
Greenfield,
Massachusetts
|
$277万
|
+$77.3万
|
+9,966
|
+41%
|
|
|
927
|
R2 Capital Strategies
Lincoln,
Nebraska
|
$276万
|
+$265万
|
+34,226
|
新規
|
|
|
928
|
REDW Wealth
Albuquerque,
New Mexico
|
$275万
|
+$16.6万
|
+2,142
|
+7%
|
|
|
929
|
BFC Planning, Inc.
Cedar Rapids,
Iowa
|
$275万
|
+$18.1万
|
+2,331
|
+7%
|
|
|
930
|
Kelleher Financial Advisors
New York
|
$274万
|
+$120万
|
+15,466
|
+84%
|
|
|
931
|
Blue Trust Inc
Alpharetta,
Georgia
|
$273万
|
-$8.33万
|
-1,074
|
-3%
|
|
|
932
|
Transcend Capital Advisors
Madison,
New Jersey
|
$272万
|
+$2.02万
|
+261
|
+0.8%
|
|
|
933
|
Fisher Asset Management
Camas,
Washington
|
$272万
|
+$86.5万
|
+11,158
|
+49%
|
|
|
934
|
Linscomb Wealth
Houston,
Texas
|
$271万
|
-$3.75万
|
-484
|
-1%
|
|
|
935
|
Empirical Wealth Management
Seattle,
Washington
|
$270万
|
-$21.6万
|
-2,783
|
-8%
|
|
|
936
|
Oak Harbor Wealth Partners
Raleigh,
North Carolina
|
$270万
|
-$1582万
|
-204,085
|
-86%
|
|
|
937
|
Defined Wealth Management
Beaverton,
Oregon
|
$270万
|
+$3.12万
|
+402
|
+1%
|
|
|
938
|
Segment Wealth Management
Houston,
Texas
|
$269万
|
-$155
|
-2
|
-0%
|
|
|
939
|
New Covenant Trust Company
Jeffersonville,
Indiana
|
$269万
|
+$36.8万
|
+4,752
|
+17%
|
|
|
940
|
Clarity Capital Advisors
Lakewood Ranch,
Florida
|
$269万
|
+$5,814
|
+75
|
+0.2%
|
|
|
941
|
Fingerlakes Wealth Management
Ithaca,
New York
|
$268万
|
-$7,287
|
-94
|
-0.3%
|
|
|
942
|
Fiduciary Family Office
Boca Raton,
Florida
|
$268万
|
+$118万
|
+15,176
|
+84%
|
|
|
943
|
Portland Financial Advisors
Port Washington,
New York
|
$268万
|
+$10.1万
|
+1,301
|
+4%
|
|
|
944
|
Daniel Investment Group
Royal Oak,
Michigan
|
$268万
|
+$258万
|
+33,253
|
新規
|
|
|
945
|
Topel & Distasi Wealth Management
Berkeley,
California
|
$268万
|
-$9.8万
|
-1,270
|
-4%
|
|
|
946
|
Goldstein Advisors
Madison,
Wisconsin
|
$267万
|
+$126万
|
+16,223
|
+96%
|
|
|
947
|
Sand Hill Global Advisors
Palo Alto,
California
|
$266万
|
-$21.5万
|
-2,774
|
-8%
|
|
|
948
|
Patten Group
Chattanooga,
Tennessee
|
$265万
|
-$21.2万
|
-2,730
|
-8%
|
|
|
949
|
Cornerstone Financial Group
Omaha,
Nebraska
|
$263万
|
-$1,163
|
-15
|
-0%
|
|
|
950
|
LCW Services
Virginia Beach,
Virginia
|
$263万
|
+$4.53万
|
+584
|
+2%
|
|
