|
26
|
Curio Wealth
Annapolis,
Maryland
|
US$4934萬
|
+US$360萬
|
+75,103
|
+8%
|
|
|
27
|
RAM Investment Partners
Bellevue,
Washington
|
US$4815萬
|
+US$47.8萬
|
+9,986
|
+1%
|
|
|
28
|
CPA Asset Management
West Palm Beach,
Florida
|
US$4684萬
|
+US$2510萬
|
+524,230
|
+115%
|
|
|
29
|
Parkwoods Wealth Partners
Syracuse,
New York
|
US$4642萬
|
+US$2520萬
|
+526,275
|
+118%
|
|
|
30
|
Park Avenue Securities
New York
|
US$4313萬
|
+US$639萬
|
+133,476
|
+17%
|
|
|
31
|
Altiora Financial Group
Lebanon,
Ohio
|
US$4187萬
|
-US$218萬
|
-45,605
|
-5%
|
|
|
32
|
Woodward Financial Advisors
Chapel Hill,
North Carolina
|
US$4096萬
|
+US$387萬
|
+80,723
|
+10%
|
|
|
33
|
Bank of America
Charlotte,
North Carolina
|
US$4048萬
|
+US$460萬
|
+96,173
|
+13%
|
|
|
34
|
Signature Resources Capital Management
Newport Beach,
California
|
US$3880萬
|
+US$189萬
|
+39,562
|
+5%
|
|
|
35
|
Wealthquest
Cincinnati,
Ohio
|
US$3840萬
|
+US$156萬
|
+32,637
|
+4%
|
|
|
36
|
Elser Financial Planning
Indianapolis,
Indiana
|
US$3811萬
|
+US$122萬
|
+25,379
|
+3%
|
|
|
37
|
Eclectic Associates
Fullerton,
California
|
US$3799萬
|
+US$525萬
|
+109,607
|
+16%
|
|
|
38
|
MASECO Private Wealth
London,
|
US$3687萬
|
+US$160萬
|
+33,518
|
+5%
|
|
|
39
|
Wheelhouse Advisory Group
St. Louis,
Missouri
|
US$3683萬
|
+US$736萬
|
+153,714
|
+25%
|
|
|
40
|
Great Oak Capital Partners
South Easton,
Massachusetts
|
US$3157萬
|
+US$326萬
|
+68,158
|
+11%
|
|
|
41
|
Northwest Wealth Management
Spencer,
Iowa
|
US$3057萬
|
+US$408萬
|
+85,260
|
+15%
|
|
|
42
|
Mattern Wealth Management
Lawrence,
Kansas
|
US$2887萬
|
+US$5.5萬
|
+1,149
|
+0.2%
|
|
|
43
|
Valued Wealth Advisors
Holladay,
Utah
|
US$2871萬
|
+US$208萬
|
+43,499
|
+8%
|
|
|
44
|
Allegiance Financial Group Advisory Services
Vienna,
Virginia
|
US$2775萬
|
+US$331萬
|
+69,200
|
+14%
|
|
|
45
|
Farther Finance Advisors
San Francisco,
California
|
US$2768萬
|
+US$55.6萬
|
+11,604
|
+2%
|
|
|
46
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
US$2622萬
|
+US$204萬
|
+42,680
|
+8%
|
|
|
47
|
Keyes Stange & Wooten Wealth Management
Daytona Beach,
Florida
|
US$2588萬
|
+US$236萬
|
+49,217
|
+10%
|
|
|
48
|
Legacy Financial Group (Oklahoma)
Tulsa,
Oklahoma
|
US$2573萬
|
+US$343萬
|
+71,612
|
+15%
|
|
|
49
|
Cornerstone Wealth Partners
Okemos,
Michigan
|
US$2529萬
|
+US$350萬
|
+73,004
|
+16%
|
|
|
50
|
SC&H Financial Advisors
Sparks,
Maryland
|
US$2524萬
|
+US$213萬
|
+44,417
|
+9%
|
|
