|
51
|
Aspiriant LLC
Los Angeles,
California
|
$1458万
|
+$24.6万
|
+1,570
|
+2%
|
|
|
52
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$1382万
|
+$61.7万
|
+3,932
|
+5%
|
|
|
53
|
Family CFO
Los Altos,
California
|
$1280万
|
+$7,530
|
+48
|
+0.1%
|
|
|
54
|
Coldstream Capital Management
Bellevue,
Washington
|
$1270万
|
-$18.5万
|
-1,182
|
-1%
|
|
|
55
|
Causeway Capital Management
Los Angeles,
California
|
$1248万
|
-$356万
|
-22,674
|
-22%
|
|
|
56
|
Modera Wealth Management
Westwood,
New Jersey
|
$1247万
|
+$5,020
|
+32
|
+0%
|
|
|
57
|
Strategic Financial Planning
Plano,
Texas
|
$1203万
|
+$1226万
|
+78,172
|
新規
|
|
|
58
|
Columbus Macro
New Castle,
Pennsylvania
|
$1172万
|
-$24.3万
|
-1,551
|
-2%
|
|
|
59
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$1168万
|
-$2.02万
|
-129
|
-0.2%
|
|
|
60
|
25 LLC
St. Louis,
Missouri
|
$1155万
|
-$6.65万
|
-424
|
-0.6%
|
|
|
61
|
Discipline Wealth Solutions
Greenville,
South Carolina
|
$1138万
|
+$269万
|
+17,170
|
+30%
|
|
|
62
|
Beacon Pointe Advisors
Newport Beach,
California
|
$1117万
|
+$8.2万
|
+523
|
+0.7%
|
|
|
63
|
IFG Advisors
St. Louis,
Missouri
|
$1087万
|
+$1,726
|
+11
|
+0%
|
|
|
64
|
Presilium Private Wealth
Radnor,
Pennsylvania
|
$1084万
|
-$9.02万
|
-575
|
-0.8%
|
|
|
65
|
Whitaker-Myers Wealth Managers
Mansfield,
Ohio
|
$1081万
|
+$32.1万
|
+2,047
|
+3%
|
|
|
66
|
Valmark Advisers
Akron,
Ohio
|
$1056万
|
-$77.2万
|
-4,923
|
-7%
|
|
|
67
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$1054万
|
+$74.1万
|
+4,725
|
+7%
|
|
|
68
|
Voya Financial Advisors
Windsor,
Connecticut
|
$1046万
|
+$522万
|
+33,254
|
+96%
|
|
|
69
|
Corient Private Wealth
Miami,
Florida
|
$1041万
|
-$3245万
|
-206,875
|
-75%
|
|
|
70
|
Grove Street Fiduciary
Peterborough,
New Hampshire
|
$1037万
|
-$13.1万
|
-834
|
-1%
|
|
|
71
|
Fidelity Investments
Boston,
Massachusetts
|
$1033万
|
+$264万
|
+16,846
|
+34%
|
|
|
72
|
Newton One Investments
Newark,
Delaware
|
$1029万
|
-$7.91万
|
-504
|
-0.8%
|
|
|
73
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$1026万
|
-$21.1万
|
-1,344
|
-2%
|
|
|
74
|
Maltin Wealth Management
Ridgewood,
New Jersey
|
$1024万
|
+$53.9万
|
+3,437
|
+5%
|
|
|
75
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$1014万
|
-$9.26万
|
-590
|
-0.9%
|
|
