|
701
|
Avantax Planning Partners
Dubuque,
Iowa
|
US$1610萬
|
-US$32.4萬
|
-3,096
|
-2%
|
|
|
702
|
World Investment Advisors
Santa Barbara,
California
|
US$1597萬
|
+US$14.4萬
|
+1,373
|
+0.7%
|
|
|
703
|
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
US$1589萬
|
-US$336萬
|
-32,171
|
-19%
|
|
|
704
|
Mogy Joel R Investment Counsel
Beverly Hills,
California
|
US$1588萬
|
–
|
–
|
–
|
|
|
705
|
Smith Salley Wealth Management
Greensboro,
North Carolina
|
US$1586萬
|
+US$616萬
|
+58,863
|
+77%
|
|
|
706
|
Nelson Capital Management
Menlo Park,
California
|
US$1579萬
|
+US$1,255
|
+12
|
+0%
|
|
|
707
|
Live Oak Private Wealth
Wilmington,
North Carolina
|
US$1579萬
|
-US$89.3萬
|
-8,540
|
-6%
|
|
|
708
|
Naples Global Advisors
Naples,
Florida
|
US$1578萬
|
-US$31.1萬
|
-2,973
|
-2%
|
|
|
709
|
Advocate Group
Minnetonka,
Minnesota
|
US$1573萬
|
-US$292萬
|
-27,906
|
-17%
|
|
|
710
|
Pioneer Trust Bank
Salem,
Oregon
|
US$1573萬
|
-US$7萬
|
-669
|
-0.5%
|
|
|
711
|
Simmons Bank
Pine Bluff,
Arkansas
|
US$1572萬
|
-US$123萬
|
-11,757
|
-8%
|
|
|
712
|
Montag & Associates
Atlanta,
Georgia
|
US$1565萬
|
+US$146萬
|
+13,918
|
+12%
|
|
|
713
|
Callan Family Office
Radnor,
Pennsylvania
|
US$1564萬
|
+US$11.3萬
|
+1,081
|
+0.8%
|
|
|
714
|
Covea Finance
Paris,
France
|
US$1562萬
|
+US$1391萬
|
+133,000
|
新
|
|
|
715
|
Convergence Investment Partners
Palm Beach Gardens,
Florida
|
US$1558萬
|
+US$579萬
|
+55,349
|
+72%
|
|
|
716
|
CX Institutional
Auburn,
Indiana
|
US$1557萬
|
-US$153萬
|
-14,652
|
-10%
|
|
|
717
|
Perigon Wealth Management
San Francisco,
California
|
US$1554萬
|
-US$3.41萬
|
-326
|
-0.2%
|
|
|
718
|
Perennial Advisors
New York
|
US$1550萬
|
-US$17.2萬
|
-1,646
|
-1%
|
|
|
719
|
Advanced Asset Management Advisors
Dublin,
Ohio
|
US$1546萬
|
-US$2,092
|
-20
|
-0%
|
|
|
720
|
Levin Capital Strategies
New York
|
US$1533萬
|
-US$708萬
|
-67,728
|
-34%
|
|
|
721
|
Eagle Rock Investment Company
Atlanta,
Georgia
|
US$1528萬
|
-US$45.5萬
|
-4,346
|
-3%
|
|
|
722
|
Cincinnati Specialty Underwriters Insurance
Fairfield,
Ohio
|
US$1521萬
|
–
|
–
|
–
|
|
|
723
|
Cumberland Partners
Toronto,
Ontario, Canada
|
US$1521萬
|
+US$628萬
|
+60,080
|
+87%
|
|
|
724
|
SVB Wealth
Boston,
Massachusetts
|
US$1520萬
|
-US$274萬
|
-26,193
|
-17%
|
|
|
725
|
Greenleaf Trust
Kalamazoo,
Michigan
|
US$1520萬
|
+US$18.5萬
|
+1,766
|
+1%
|
|
