|
101
|
MAI Capital Management
Independence,
Ohio
|
$39.6万
|
+$2.08万
|
+421
|
+6%
|
|
|
102
|
Tribridge Partners Financial
Columbia,
Maryland
|
$38.4万
|
-$6,230
|
-126
|
-2%
|
|
|
103
|
Mutual Advisors
Omaha,
Nebraska
|
$38.2万
|
+$11万
|
+2,227
|
+44%
|
|
|
104
|
Asset Dedication LLC
San Francisco,
California
|
$38万
|
+$2.06万
|
+416
|
+6%
|
|
|
105
|
Cantor Fitzgerald Investment Advisors
New York
|
$36.1万
|
-$4,054
|
-82
|
-1%
|
|
|
106
|
Cape Ann Savings Bank
Glocuster,
Massachusetts
|
$34.9万
|
+$2.87万
|
+580
|
+9%
|
|
|
107
|
Joel Adams & Associates
Asheville,
North Carolina
|
$33.1万
|
-$5,983
|
-121
|
-2%
|
|
|
108
|
|
$32.5万
|
-$75.1万
|
-15,182
|
-71%
|
|
|
109
|
Lodestar Private Asset Management
Alamo,
California
|
$32.4万
|
+$2.1万
|
+425
|
+7%
|
|
|
110
|
Impact Investors
San Francisco,
California
|
$30.9万
|
-$4.67万
|
-945
|
-14%
|
|
|
111
|
Capital Advantage
Walnut Creek,
California
|
$28.9万
|
+$544
|
+11
|
+0.2%
|
|
|
112
|
Heritage Family Offices
Scottsdale,
Arizona
|
$28.8万
|
+$27.4万
|
+5,532
|
新規
|
|
|
113
|
Pacific Excel Wealth Advisors
Walnut Creek,
California
|
$28.8万
|
+$27.4万
|
+5,532
|
新規
|
|
|
114
|
Belpointe Asset Management
Reno,
Nevada
|
$28.7万
|
-$17.2万
|
-3,474
|
-39%
|
|
|
115
|
Fortis Capital Advisors
Prairie Village,
Kansas
|
$28.7万
|
-$17.2万
|
-3,474
|
-39%
|
|
|
116
|
McCarter Private Wealth Services
Boston,
Massachusetts
|
$28.7万
|
-$17.2万
|
-3,474
|
-39%
|
|
|
117
|
Horizon Wealth Management
La Grange,
Illinois
|
$28.5万
|
+$27.1万
|
+5,473
|
新規
|
|
|
118
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$28.5万
|
+$27万
|
+5,461
|
新規
|
|
|
119
|
Marshall & Sterling Wealth Advisors
Poughkeepsie,
New York
|
$28.4万
|
+$3,016
|
+61
|
+1%
|
|
|
120
|
|
$28.3万
|
-$29.3万
|
-5,932
|
-52%
|
|
|
121
|
Peak Retirement Planning
Columbus,
Ohio
|
$28.1万
|
+$26.6万
|
+5,389
|
新規
|
|
|
122
|
Financial Council
Towson,
Maryland
|
$27万
|
+$148
|
+3
|
+0.1%
|
|
|
123
|
Sound Stewardship
Overland Park,
Kansas
|
$26.8万
|
-$2,175
|
-44
|
-0.8%
|
|
|
124
|
TPG Financial Advisors
Portland,
Oregon
|
$26.5万
|
-$1.31万
|
-265
|
-5%
|
|
|
125
|
Freedom Financial Partners
Oakdale,
Minnesota
|
$25.7万
|
-$4.33万
|
-876
|
-15%
|
|
