|
1
|
Matson Money Inc
Mason,
Ohio
|
US$1.49億
|
+US$8,770
|
+211
|
+0%
|
|
|
2
|
Heirloom Wealth Management
Greenwood Village,
Colorado
|
US$4111萬
|
-US$177萬
|
-42,480
|
-4%
|
|
|
3
|
Planning Center Inc
Moline,
Illinois
|
US$3632萬
|
+US$77.4萬
|
+18,628
|
+2%
|
|
|
4
|
Hill Investment Group Partners
St. Louis,
Missouri
|
US$3337萬
|
+US$35萬
|
+8,421
|
+1%
|
|
|
5
|
Hemington Wealth Management
Falls Church,
Virginia
|
US$3202萬
|
+US$193萬
|
+46,510
|
+6%
|
|
|
6
|
Geometric Wealth Advisors
Washington,
District of Columbia
|
US$2086萬
|
+US$3.52萬
|
+848
|
+0.2%
|
|
|
7
|
CPA Asset Management
West Palm Beach,
Florida
|
US$1806萬
|
+US$41.2萬
|
+9,912
|
+2%
|
|
|
8
|
Rather & Kittrell
Knoxville,
Tennessee
|
US$1745萬
|
-US$9.7萬
|
-2,329
|
-0.6%
|
|
|
9
|
Pinney & Scofield
Cambridge,
Massachusetts
|
US$1674萬
|
-US$2.84萬
|
-683
|
-0.2%
|
|
|
10
|
Leading Edge Financial Planning
Knoxville,
Tennessee
|
US$1599萬
|
+US$105萬
|
+25,282
|
+7%
|
|
|
11
|
Physician Wealth Solutions
North Las Vegas,
Nevada
|
US$1465萬
|
-US$4.09萬
|
-983
|
-0.3%
|
|
|
12
|
Stratos Investment Management
Beachwood,
Ohio
|
US$1460萬
|
+US$92.5萬
|
+22,248
|
+7%
|
|
|
13
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
US$1213萬
|
+US$25.6萬
|
+6,166
|
+2%
|
|
|
14
|
Austin Wealth Management
Austin,
Texas
|
US$1090萬
|
+US$82.4萬
|
+19,815
|
+8%
|
|
|
15
|
Five Oceans Advisors
Santa Monica,
California
|
US$1066萬
|
+US$36.3萬
|
+8,738
|
+4%
|
|
|
16
|
Yardley Wealth Management
Yardley,
Pennsylvania
|
US$1046萬
|
+US$36.9萬
|
+8,885
|
+4%
|
|
|
17
|
Fortitude Family Office
Scottsdale,
Arizona
|
US$1020萬
|
+US$407萬
|
+97,992
|
+67%
|
|
|
18
|
Scratch Capital
Boise,
Idaho
|
US$982萬
|
+US$195萬
|
+47,031
|
+25%
|
|
|
19
|
Core Wealth Management
Jupiter,
Florida
|
US$931萬
|
+US$55.4萬
|
+13,324
|
+6%
|
|
|
20
|
New Dimensions Wealth Management
Allen,
Texas
|
US$844萬
|
+US$23.2萬
|
+5,573
|
+3%
|
|
|
21
|
Level Financial Advisors
East Amherst,
New York
|
US$834萬
|
+US$51.2萬
|
+12,326
|
+7%
|
|
|
22
|
KFG Wealth Management
Granger,
Indiana
|
US$815萬
|
+US$19.1萬
|
+4,598
|
+2%
|
|
|
23
|
Larson Financial Group
St Louis,
Missouri
|
US$765萬
|
-US$214萬
|
-51,431
|
-22%
|
|
|
24
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
US$713萬
|
-US$61.7萬
|
-14,843
|
-8%
|
|
|
25
|
Apella Capital
West Hartford,
Connecticut
|
US$698萬
|
+US$6.08萬
|
+1,462
|
+0.9%
|
|
