|
1
|
Matson Money Inc
Mason,
Ohio
|
US$8421萬
|
+US$8373萬
|
+2,051,960
|
新
|
|
|
2
|
Heirloom Wealth Management
Greenwood Village,
Colorado
|
US$3884萬
|
+US$435萬
|
+106,621
|
+13%
|
|
|
3
|
Hill Investment Group Partners
St. Louis,
Missouri
|
US$3328萬
|
-US$46.1萬
|
-11,308
|
-1%
|
|
|
4
|
Planning Center Inc
Moline,
Illinois
|
US$3016萬
|
+US$3014萬
|
+738,576
|
新
|
|
|
5
|
CPA Asset Management
West Palm Beach,
Florida
|
US$1634萬
|
+US$11.2萬
|
+2,749
|
+0.7%
|
|
|
6
|
Geometric Wealth Advisors
Washington,
District of Columbia
|
US$1559萬
|
+US$975萬
|
+238,974
|
+167%
|
|
|
7
|
Larson Financial Group
St Louis,
Missouri
|
US$1330萬
|
-US$127萬
|
-31,102
|
-9%
|
|
|
8
|
Rather & Kittrell
Knoxville,
Tennessee
|
US$1246萬
|
+US$155萬
|
+37,937
|
+14%
|
|
|
9
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
US$1091萬
|
+US$44.8萬
|
+10,968
|
+4%
|
|
|
10
|
Five Oceans Advisors
Santa Monica,
California
|
US$829萬
|
-US$49.1萬
|
-12,033
|
-6%
|
|
|
11
|
Austin Wealth Management
Austin,
Texas
|
US$823萬
|
+US$77.6萬
|
+19,029
|
+11%
|
|
|
12
|
Leading Edge Financial Planning
Knoxville,
Tennessee
|
US$802萬
|
+US$40.8萬
|
+10,010
|
+5%
|
|
|
13
|
Core Wealth Management
Jupiter,
Florida
|
US$761萬
|
+US$48.7萬
|
+11,935
|
+7%
|
|
|
14
|
Stratos Investment Management
Beachwood,
Ohio
|
US$701萬
|
+US$347萬
|
+85,150
|
+99%
|
|
|
15
|
BetterWealth
San Jose,
California
|
US$594萬
|
+US$61.8萬
|
+15,137
|
+12%
|
|
|
16
|
Physician Wealth Solutions
North Las Vegas,
Nevada
|
US$591萬
|
+US$116萬
|
+28,453
|
+24%
|
|
|
17
|
Apella Capital
West Hartford,
Connecticut
|
US$551萬
|
-US$21.7萬
|
-5,318
|
-4%
|
|
|
18
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
US$513萬
|
-US$122萬
|
-29,820
|
-19%
|
|
|
19
|
IFP Advisors
Tampa,
Florida
|
US$481萬
|
+US$30.2萬
|
+7,402
|
+7%
|
|
|
20
|
Plan Group Financial
Oklahoma City,
Oklahoma
|
US$458萬
|
+US$33.6萬
|
+8,232
|
+8%
|
|
|
21
|
Level Financial Advisors
East Amherst,
New York
|
US$457萬
|
+US$134萬
|
+32,768
|
+41%
|
|
|
22
|
Krilogy Financial
St. Louis,
Missouri
|
US$360萬
|
+US$74.2萬
|
+18,191
|
+26%
|
|
|
23
|
Hemington Wealth Management
Falls Church,
Virginia
|
US$356萬
|
+US$39.5萬
|
+9,674
|
+12%
|
|
|
24
|
Sterling Financial Planning
Sparta,
New Jersey
|
US$354萬
|
-US$36.1萬
|
-8,850
|
-9%
|
|
|
25
|
Altiora Financial Group
Lebanon,
Ohio
|
US$346萬
|
-US$1.8萬
|
-441
|
-0.5%
|
|
