|
101
|
Delap Wealth Advisory
Lake Oswego,
Oregon
|
US$270萬
|
+US$202萬
|
+41,853
|
+299%
|
|
|
102
|
Meredith Wealth Planning
Maryville,
Illinois
|
US$268萬
|
+US$30.4萬
|
+6,311
|
+13%
|
|
|
103
|
FF Advisors
Manhattan Beach,
California
|
US$267萬
|
–
|
–
|
–
|
|
|
104
|
Kestra Advisory Services
Austin,
Texas
|
US$260萬
|
+US$28.9萬
|
+5,994
|
+13%
|
|
|
105
|
Hiley Hunt Wealth Management
Omaha,
Nebraska
|
US$251萬
|
+US$8,295
|
+172
|
+0.3%
|
|
|
106
|
Waverly Advisors
Birmingham,
Alabama
|
US$233萬
|
-US$9.12萬
|
-1,891
|
-4%
|
|
|
107
|
Concord Wealth Partners
Abingdon,
Virginia
|
US$226萬
|
+US$12.2萬
|
+2,525
|
+6%
|
|
|
108
|
Heritage Wealth Management (California)
San Diego,
California
|
US$220萬
|
+US$36.7萬
|
+7,618
|
+20%
|
|
|
109
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
US$216萬
|
+US$18.7萬
|
+3,885
|
+9%
|
|
|
110
|
Warburton Capital Management
Tulsa,
Oklahoma
|
US$213萬
|
+US$3.86萬
|
+801
|
+2%
|
|
|
111
|
Legacy Financial Group (Oklahoma)
Tulsa,
Oklahoma
|
US$211萬
|
-US$61.1萬
|
-12,670
|
-22%
|
|
|
112
|
Verisail Partners
Chamblee,
Georgia
|
US$209萬
|
-US$29.5萬
|
-6,122
|
-12%
|
|
|
113
|
XY Planning Network
Bozeman,
Montana
|
US$208萬
|
+US$50.1萬
|
+10,380
|
+32%
|
|
|
114
|
New Dimensions Wealth Management
Allen,
Texas
|
US$207萬
|
+US$82.1萬
|
+17,033
|
+66%
|
|
|
115
|
Family Capital Management
Grand Rapids,
Michigan
|
US$205萬
|
+US$18.3萬
|
+3,798
|
+10%
|
|
|
116
|
Timonier Family Office
Winston Salem,
North Carolina
|
US$195萬
|
+US$195萬
|
+40,389
|
新
|
|
|
117
|
Cary Street Partners
Richmond,
Virginia
|
US$194萬
|
-US$7.26萬
|
-1,505
|
-4%
|
|
|
118
|
SEI Investments
Oaks,
Pennsylvania
|
US$193萬
|
+US$19.5萬
|
+4,048
|
+11%
|
|
|
119
|
Shearwater Capital
Denver,
Colorado
|
US$192萬
|
-US$20.9萬
|
-4,325
|
-10%
|
|
|
120
|
Pure Financial Advisors
San Diego,
California
|
US$189萬
|
-US$2.05萬
|
-426
|
-1%
|
|
|
121
|
Northwest Wealth Management
Spencer,
Iowa
|
US$186萬
|
+US$6.79萬
|
+1,408
|
+4%
|
|
|
122
|
Farther Finance Advisors
San Francisco,
California
|
US$186萬
|
+US$3.71萬
|
+770
|
+2%
|
|
|
123
|
Great Oak Capital Partners
South Easton,
Massachusetts
|
US$182萬
|
+US$5.44萬
|
+1,128
|
+3%
|
|
|
124
|
Jones Financial Companies
Des Peres,
Missouri
|
US$182萬
|
+US$41.9萬
|
+8,683
|
+30%
|
|
|
125
|
Hartmann Taylor Wealth Management
Dallas,
Texas
|
US$179萬
|
–
|
–
|
–
|
|
