|
1
|
Matson Money Inc
Mason,
Ohio
|
US$1.7億
|
+US$908萬
|
+216,758
|
+6%
|
|
|
2
|
Beacon Pointe Advisors
Newport Beach,
California
|
US$4877萬
|
+US$199萬
|
+47,488
|
+4%
|
|
|
3
|
Planning Center Inc
Moline,
Illinois
|
US$4478萬
|
+US$112萬
|
+26,743
|
+3%
|
|
|
4
|
Hill Investment Group Partners
St. Louis,
Missouri
|
US$3175萬
|
-US$90.8萬
|
-21,688
|
-3%
|
|
|
5
|
Pinney & Scofield
Cambridge,
Massachusetts
|
US$2539萬
|
+US$212萬
|
+50,670
|
+9%
|
|
|
6
|
Rather & Kittrell
Knoxville,
Tennessee
|
US$2421萬
|
+US$223萬
|
+53,164
|
+10%
|
|
|
7
|
Leading Edge Financial Planning
Knoxville,
Tennessee
|
US$2395萬
|
+US$275萬
|
+65,560
|
+13%
|
|
|
8
|
Fortitude Family Office
Scottsdale,
Arizona
|
US$2244萬
|
+US$166萬
|
+39,667
|
+8%
|
|
|
9
|
Geometric Wealth Advisors
Washington,
District of Columbia
|
US$2191萬
|
+US$81.5萬
|
+19,452
|
+4%
|
|
|
10
|
Stratos Investment Management
Beachwood,
Ohio
|
US$2023萬
|
+US$102萬
|
+24,255
|
+5%
|
|
|
11
|
Physician Wealth Solutions
North Las Vegas,
Nevada
|
US$1909萬
|
+US$146萬
|
+34,812
|
+8%
|
|
|
12
|
Level Financial Advisors
East Amherst,
New York
|
US$1496萬
|
+US$83.8萬
|
+20,014
|
+6%
|
|
|
13
|
Scratch Capital
Boise,
Idaho
|
US$1444萬
|
+US$4.67萬
|
+1,116
|
+0.3%
|
|
|
14
|
Core Wealth Management
Jupiter,
Florida
|
US$1301萬
|
+US$258萬
|
+61,607
|
+24%
|
|
|
15
|
Yardley Wealth Management
Yardley,
Pennsylvania
|
US$1300萬
|
+US$113萬
|
+26,935
|
+9%
|
|
|
16
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
US$1280萬
|
+US$21.1萬
|
+5,044
|
+2%
|
|
|
17
|
KFG Wealth Management
Granger,
Indiana
|
US$1093萬
|
+US$41.3萬
|
+9,858
|
+4%
|
|
|
18
|
Savant Capital
Rockford,
Illinois
|
US$1086萬
|
+US$99.3萬
|
+23,705
|
+10%
|
|
|
19
|
New Dimensions Wealth Management
Allen,
Texas
|
US$1059萬
|
+US$89.9萬
|
+21,466
|
+9%
|
|
|
20
|
Five Oceans Advisors
Santa Monica,
California
|
US$1050萬
|
–
|
–
|
–
|
|
|
21
|
Monograph Wealth Advisors
Manhattan Beach,
California
|
US$978萬
|
+US$15.9萬
|
+3,788
|
+2%
|
|
|
22
|
Apella Capital
West Hartford,
Connecticut
|
US$960萬
|
+US$23.5萬
|
+5,614
|
+2%
|
|
|
23
|
Financial Plan Inc
Bellingham,
Washington
|
US$954萬
|
+US$159萬
|
+37,903
|
+20%
|
|
|
24
|
Heirloom Wealth Management
Greenwood Village,
Colorado
|
US$779萬
|
-US$14.4萬
|
-3,440
|
-2%
|
|
|
25
|
Austin Wealth Management
Austin,
Texas
|
US$748萬
|
+US$7.4萬
|
+1,766
|
+1%
|
|
