|
126
|
Concurrent Investment Advisors
Tampa,
Florida
|
US$1674萬
|
+US$100萬
|
+8,137
|
+7%
|
|
|
127
|
KWMG LLC
Overland Park,
Kansas
|
US$1666萬
|
+US$49.1萬
|
+3,987
|
+3%
|
|
|
128
|
Quantinno Capital Management
New York
|
US$1663萬
|
+US$466萬
|
+37,808
|
+41%
|
|
|
129
|
Ehrlich Financial Group
Laguna Niguel,
California
|
US$1636萬
|
+US$683萬
|
+55,435
|
+77%
|
|
|
130
|
Madrid Wealth Management
Albuquerque,
New Mexico
|
US$1619萬
|
+US$47.1萬
|
+3,820
|
+3%
|
|
|
131
|
PlanWiser Financial
Colorado Springs,
Colorado
|
US$1615萬
|
-US$17.7萬
|
-1,433
|
-1%
|
|
|
132
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
US$1604萬
|
+US$284萬
|
+23,068
|
+23%
|
|
|
133
|
Grand Wealth Management
Grand Rapids,
Michigan
|
US$1579萬
|
-US$78.6萬
|
-6,379
|
-5%
|
|
|
134
|
Stifel Financial
St. Louis,
Missouri
|
US$1537萬
|
-US$20.2萬
|
-1,637
|
-1%
|
|
|
135
|
Marrick Wealth
Irvine,
California
|
US$1507萬
|
+US$259萬
|
+21,026
|
+22%
|
|
|
136
|
Heirloom Wealth Management
Greenwood Village,
Colorado
|
US$1482萬
|
+US$137萬
|
+11,090
|
+11%
|
|
|
137
|
Action Point Financial Planning
Grand Rapids,
Michigan
|
US$1468萬
|
+US$455萬
|
+36,933
|
+48%
|
|
|
138
|
Kestra Investment Management
Austin,
Texas
|
US$1458萬
|
-US$557萬
|
-45,180
|
-28%
|
|
|
139
|
Private Advisor Group
Morristown,
New Jersey
|
US$1445萬
|
+US$700萬
|
+56,817
|
+101%
|
|
|
140
|
Family Office Research
Bethesda,
Maryland
|
US$1427萬
|
-US$11.7萬
|
-953
|
-0.8%
|
|
|
141
|
Meredith Wealth Planning
Maryville,
Illinois
|
US$1426萬
|
+US$16.3萬
|
+1,325
|
+1%
|
|
|
142
|
Lakeridge Wealth Management
Mentor,
Ohio
|
US$1421萬
|
+US$347萬
|
+28,139
|
+34%
|
|
|
143
|
My Personal CFO LLC
Vancouver,
Washington
|
US$1415萬
|
-US$83.1萬
|
-6,746
|
-6%
|
|
|
144
|
Clarity Capital Advisors
Lakewood Ranch,
Florida
|
US$1406萬
|
+US$3.79萬
|
+308
|
+0.3%
|
|
|
145
|
Wilkerson Advisory Group
Columbia,
Missouri
|
US$1362萬
|
+US$1,232
|
+10
|
+0%
|
|
|
146
|
Owl Creek Wealth Partners
Denver,
Colorado
|
US$1356萬
|
+US$327萬
|
+26,531
|
+33%
|
|
|
147
|
Magnolia Private Wealth
Philadelphia,
Pennsylvania
|
US$1334萬
|
-US$64.6萬
|
-5,244
|
-0.7%
|
|
|
148
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
US$1301萬
|
-US$56.3萬
|
-4,571
|
-4%
|
|
|
149
|
Bull Oak Capital
San Diego,
California
|
US$1301萬
|
-US$7.53萬
|
-611
|
-0.6%
|
|
|
150
|
Generations Wealth LLC
Mason,
Ohio
|
US$1263萬
|
-US$13.6萬
|
-1,105
|
-1%
|
|
