|
51
|
Asset Dedication LLC
San Francisco,
California
|
US$363萬
|
-US$54.9萬
|
-12,209
|
-13%
|
|
|
52
|
Sequoia Financial Advisors
Akron,
Ohio
|
US$353萬
|
-US$28.9萬
|
-6,435
|
-8%
|
|
|
53
|
Momentous Wealth Management
Vancouver,
Washington
|
US$338萬
|
+US$1.31萬
|
+291
|
+0.4%
|
|
|
54
|
Clarity Wealth Development
Corvallis,
Oregon
|
US$335萬
|
+US$333萬
|
+74,188
|
新
|
|
|
55
|
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
US$330萬
|
+US$405
|
+9
|
+0%
|
|
|
56
|
Beacon Hill Wealth Management
Victoria,
|
US$306萬
|
+US$305萬
|
+67,915
|
新
|
|
|
57
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
US$279萬
|
-US$7.03萬
|
-1,563
|
-2%
|
|
|
58
|
Rockbridge Investment Management
Syracuse,
New York
|
US$274萬
|
-US$37.4萬
|
-8,322
|
-12%
|
|
|
59
|
Addison Advisors
Middlebury,
Vermont
|
US$267萬
|
-US$151萬
|
-33,630
|
-36%
|
|
|
60
|
Truepoint Inc
Cincinnati,
Ohio
|
US$253萬
|
-US$35.8萬
|
-7,961
|
-12%
|
|
|
61
|
Cambridge Financial Group (Arizona)
Tucson,
Arizona
|
US$240萬
|
+US$29.5萬
|
+6,554
|
+14%
|
|
|
62
|
LPL Financial
San Diego,
California
|
US$231萬
|
+US$34.2萬
|
+7,610
|
+17%
|
|
|
63
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
US$228萬
|
-US$3.09萬
|
-687
|
-1%
|
|
|
64
|
Mission Wealth Management
Santa Barbara,
California
|
US$226萬
|
+US$198萬
|
+44,102
|
+734%
|
|
|
65
|
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
|
US$220萬
|
+US$9.6萬
|
+2,125
|
+5%
|
|
|
66
|
Modern Wealth Management
Lenexa,
Kansas
|
US$220萬
|
+US$91.3萬
|
+20,309
|
+72%
|
|
|
67
|
Foster Group
West Des Moines,
Iowa
|
US$218萬
|
-US$3.24萬
|
-720
|
-1%
|
|
|
68
|
Creative Capital Management Investments
San Diego,
California
|
US$217萬
|
+US$7.22萬
|
+1,606
|
+3%
|
|
|
69
|
Northland Capital Management
Virginia,
Minnesota
|
US$217萬
|
+US$45萬
|
+10,008
|
+26%
|
|
|
70
|
Hutchinson Capital Management
San Rafael,
California
|
US$207萬
|
–
|
–
|
–
|
|
|
71
|
Mutual Advisors
Omaha,
Nebraska
|
US$194萬
|
+US$194萬
|
+43,124
|
新
|
|
|
72
|
Syverson Strege & Co
West Des Moines,
Iowa
|
US$194萬
|
-US$45
|
-1
|
-0%
|
|
|
73
|
Laird Norton Wetherby Trust Company
Seattle,
Washington
|
US$193萬
|
+US$193萬
|
+42,829
|
新
|
|
|
74
|
Fiduciary Financial Group
San Rafael,
California
|
US$189萬
|
+US$53.4萬
|
+11,888
|
+39%
|
|
|
75
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
US$180萬
|
+US$2.11萬
|
+470
|
+1%
|
|
