|
1
|
Matson Money Inc
Mason,
Ohio
|
US$1.51億
|
+US$8,923
|
+212
|
+0%
|
|
|
2
|
Heirloom Wealth Management
Greenwood Village,
Colorado
|
US$4500萬
|
+US$346萬
|
+82,312
|
+8%
|
|
|
3
|
Hemington Wealth Management
Falls Church,
Virginia
|
US$3855萬
|
+US$618萬
|
+146,941
|
+19%
|
|
|
4
|
Planning Center Inc
Moline,
Illinois
|
US$3794萬
|
+US$125萬
|
+29,748
|
+3%
|
|
|
5
|
Hill Investment Group Partners
St. Louis,
Missouri
|
US$3378萬
|
+US$7.93萬
|
+1,885
|
+0.2%
|
|
|
6
|
Geometric Wealth Advisors
Washington,
District of Columbia
|
US$2201萬
|
+US$94.3萬
|
+22,410
|
+4%
|
|
|
7
|
Insight Wealth Strategies
San Ramon,
California
|
US$1896萬
|
+US$1890萬
|
+449,081
|
新
|
|
|
8
|
Rather & Kittrell
Knoxville,
Tennessee
|
US$1877萬
|
+US$114萬
|
+27,029
|
+6%
|
|
|
9
|
Pinney & Scofield
Cambridge,
Massachusetts
|
US$1869萬
|
+US$178萬
|
+42,304
|
+11%
|
|
|
10
|
Leading Edge Financial Planning
Knoxville,
Tennessee
|
US$1793萬
|
+US$177萬
|
+42,045
|
+11%
|
|
|
11
|
Stratos Investment Management
Beachwood,
Ohio
|
US$1789萬
|
+US$313萬
|
+74,389
|
+21%
|
|
|
12
|
Physician Wealth Solutions
North Las Vegas,
Nevada
|
US$1566萬
|
+US$86.1萬
|
+20,450
|
+6%
|
|
|
13
|
CPA Asset Management
West Palm Beach,
Florida
|
US$1517萬
|
-US$306萬
|
-72,735
|
-17%
|
|
|
14
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
US$1260萬
|
+US$34.9萬
|
+8,284
|
+3%
|
|
|
15
|
Level Financial Advisors
East Amherst,
New York
|
US$1202萬
|
+US$358萬
|
+85,143
|
+43%
|
|
|
16
|
Fortitude Family Office
Scottsdale,
Arizona
|
US$1202萬
|
+US$171萬
|
+40,604
|
+17%
|
|
|
17
|
Austin Wealth Management
Austin,
Texas
|
US$1121萬
|
+US$9.45萬
|
+2,246
|
+0.9%
|
|
|
18
|
Five Oceans Advisors
Santa Monica,
California
|
US$1074萬
|
-US$2.53萬
|
-601
|
-0.2%
|
|
|
19
|
Scratch Capital
Boise,
Idaho
|
US$1064萬
|
+US$71.8萬
|
+17,064
|
+7%
|
|
|
20
|
Forum Financial Management
Lombard,
Illinois
|
US$1015萬
|
+US$661萬
|
+157,075
|
+189%
|
|
|
21
|
Yardley Wealth Management
Yardley,
Pennsylvania
|
US$1007萬
|
-US$49.5萬
|
-11,758
|
-5%
|
|
|
22
|
Core Wealth Management
Jupiter,
Florida
|
US$976萬
|
+US$35.2萬
|
+8,365
|
+4%
|
|
|
23
|
Monograph Wealth Advisors
Manhattan Beach,
California
|
US$930萬
|
+US$353萬
|
+83,842
|
+61%
|
|
|
24
|
New Dimensions Wealth Management
Allen,
Texas
|
US$910萬
|
+US$55.9萬
|
+13,276
|
+7%
|
|
|
25
|
KFG Wealth Management
Granger,
Indiana
|
US$908萬
|
+US$84萬
|
+19,946
|
+10%
|
|
