|
26
|
Beaird Harris Wealth Management
Dallas,
Texas
|
US$6564萬
|
-US$166萬
|
-31,556
|
-3%
|
|
|
27
|
Forum Financial Management
Lombard,
Illinois
|
US$6377萬
|
-US$75.5萬
|
-14,380
|
-1%
|
|
|
28
|
Pathstone Holdings
Englewood,
New Jersey
|
US$6237萬
|
-US$137萬
|
-26,176
|
-2%
|
|
|
29
|
Apella Capital
West Hartford,
Connecticut
|
US$5876萬
|
-US$25.5萬
|
-4,864
|
-0.5%
|
|
|
30
|
Parkwoods Wealth Partners
Syracuse,
New York
|
US$5848萬
|
+US$201萬
|
+38,217
|
+4%
|
|
|
31
|
Schoolcraft Capital
Boulder,
Colorado
|
US$5763萬
|
-US$70萬
|
-13,328
|
-1%
|
|
|
32
|
Monograph Wealth Advisors
Manhattan Beach,
California
|
US$5625萬
|
+US$39.9萬
|
+7,596
|
+0.7%
|
|
|
33
|
Triune Financial Partners
Overland Park,
Kansas
|
US$5402萬
|
+US$134萬
|
+25,534
|
+3%
|
|
|
34
|
Team Hewins
Redwood City,
California
|
US$5236萬
|
-US$66萬
|
-12,567
|
-1%
|
|
|
35
|
Clune & Associates
Chicago,
Illinois
|
US$5216萬
|
+US$1207萬
|
+229,839
|
+32%
|
|
|
36
|
TFC Financial Management
Boston,
Massachusetts
|
US$4983萬
|
-US$17.9萬
|
-3,404
|
-0.4%
|
|
|
37
|
KEB Asset Management
Springfield,
Illinois
|
US$4953萬
|
+US$269萬
|
+51,184
|
+6%
|
|
|
38
|
Porter White Investment Advisors
Birmingham,
Alabama
|
US$4878萬
|
-US$479萬
|
-91,137
|
-9%
|
|
|
39
|
Elser Financial Planning
Indianapolis,
Indiana
|
US$4856萬
|
-US$48.9萬
|
-9,309
|
-1%
|
|
|
40
|
Smartleaf Asset Management
Boston,
Massachusetts
|
US$4671萬
|
–
|
–
|
–
|
|
|
41
|
Disciplined Equity Management
Neptune Beach,
Florida
|
US$4615萬
|
+US$159萬
|
+30,190
|
+4%
|
|
|
42
|
Heritage Investment Group
Pompano Beach,
Florida
|
US$4602萬
|
-US$46.3萬
|
-8,811
|
-1%
|
|
|
43
|
Verus Financial Partners
Richmond,
Virginia
|
US$4585萬
|
+US$431萬
|
+82,174
|
+11%
|
|
|
44
|
Guardian Wealth Management (Tennessee)
Chattanooga,
Tennessee
|
US$4535萬
|
-US$101萬
|
-19,177
|
-2%
|
|
|
45
|
Capital Performance Advisors
Walnut Creek,
California
|
US$4358萬
|
-US$43.4萬
|
-8,272
|
-1%
|
|
|
46
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
US$4240萬
|
+US$61.1萬
|
+11,634
|
+2%
|
|
|
47
|
Timonier Family Office
Winston Salem,
North Carolina
|
US$4236萬
|
+US$4043萬
|
+769,971
|
新
|
|
|
48
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
US$4150萬
|
-US$91.3萬
|
-17,394
|
-2%
|
|
|
49
|
Dixon Fnancial Services
Lafayette,
California
|
US$4103萬
|
-US$25.1萬
|
-4,781
|
-0.6%
|
|
|
50
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
US$3945萬
|
+US$10.7萬
|
+2,029
|
+0.2%
|
|
