|
26
|
New Capital Management
Houston,
Texas
|
US$8879萬
|
+US$82.4萬
|
+22,419
|
+0.9%
|
|
|
27
|
Planning Center Inc
Moline,
Illinois
|
US$8810萬
|
-US$156萬
|
-42,566
|
-2%
|
|
|
28
|
Core Wealth Management
Jupiter,
Florida
|
US$8522萬
|
-US$297萬
|
-80,868
|
-3%
|
|
|
29
|
GeoWealth Management
Chicago,
Illinois
|
US$8517萬
|
-US$289萬
|
-78,611
|
-3%
|
|
|
30
|
Evanson Financial
Mclean,
Virginia
|
US$8381萬
|
+US$8358萬
|
+2,274,985
|
新
|
|
|
31
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
US$8222萬
|
-US$2646萬
|
-720,234
|
-24%
|
|
|
32
|
|
US$8159萬
|
+US$6496萬
|
+1,768,238
|
+396%
|
|
|
33
|
Tumwater Wealth Management
Boise,
Idaho
|
US$7953萬
|
+US$39.3萬
|
+10,699
|
+0.5%
|
|
|
34
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
US$7627萬
|
+US$1126萬
|
+306,401
|
+17%
|
|
|
35
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
US$7528萬
|
-US$81.8萬
|
-22,270
|
-1%
|
|
|
36
|
Glassman Wealth Services
Vienna,
Virginia
|
US$7396萬
|
+US$36.1萬
|
+9,813
|
+0.5%
|
|
|
37
|
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
US$7234萬
|
+US$54.1萬
|
+14,722
|
+0.8%
|
|
|
38
|
Baker Boyer National Bank
Walla Walla,
Washington
|
US$7182萬
|
+US$689萬
|
+187,471
|
+11%
|
|
|
39
|
Greenspring Advisors
Towson,
Maryland
|
US$6979萬
|
-US$916萬
|
-249,306
|
-12%
|
|
|
40
|
BetterWealth
San Jose,
California
|
US$6663萬
|
-US$49.9萬
|
-13,593
|
-0.7%
|
|
|
41
|
LRI Investments
Palm Beach Gardens,
Florida
|
US$6569萬
|
+US$770萬
|
+209,707
|
+13%
|
|
|
42
|
Mars Jewett Financial Group
Bellevue,
Washington
|
US$5991萬
|
+US$134萬
|
+36,429
|
+2%
|
|
|
43
|
Financial Symmetry
Raleigh,
North Carolina
|
US$5906萬
|
+US$216萬
|
+58,795
|
+4%
|
|
|
44
|
Trellis Wealth Advisors
San Luis Obispo,
California
|
US$5881萬
|
-US$91.3萬
|
-24,846
|
-2%
|
|
|
45
|
Apella Capital
West Hartford,
Connecticut
|
US$5860萬
|
-US$37.9萬
|
-10,320
|
-0.6%
|
|
|
46
|
|
US$5809萬
|
+US$307萬
|
+83,505
|
+6%
|
|
|
47
|
Asset Dedication LLC
San Francisco,
California
|
US$5793萬
|
-US$461萬
|
-125,458
|
-7%
|
|
|
48
|
HFM Investment Advisors
Glassboro,
New Jersey
|
US$5654萬
|
-US$111萬
|
-30,318
|
-2%
|
|
|
49
|
Strathmore Capital Advisors
Charlotte,
North Carolina
|
US$5442萬
|
+US$333萬
|
+90,634
|
+6%
|
|
|
50
|
Altiora Financial Group
Lebanon,
Ohio
|
US$5412萬
|
+US$80.2萬
|
+21,828
|
+2%
|
|
