|
26
|
Aspiriant LLC
Los Angeles,
California
|
US$2139萬
|
-US$23.7萬
|
-5,856
|
-1%
|
|
|
27
|
CVA Family Office
Denver,
Colorado
|
US$2100萬
|
+US$79.2萬
|
+19,574
|
+4%
|
|
|
28
|
Bleakley Financial Group
Fairfield,
New Jersey
|
US$1947萬
|
+US$206萬
|
+51,024
|
+12%
|
|
|
29
|
Principal Securities
Des Moines,
Iowa
|
US$1946萬
|
-US$94.9萬
|
-23,477
|
-5%
|
|
|
30
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
US$1908萬
|
+US$193萬
|
+47,789
|
+11%
|
|
|
31
|
Financial Consulate
Hunt Valley,
Maryland
|
US$1880萬
|
+US$81.3萬
|
+20,108
|
+4%
|
|
|
32
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
US$1772萬
|
+US$66.6萬
|
+16,463
|
+4%
|
|
|
33
|
Stifel Financial
St. Louis,
Missouri
|
US$1702萬
|
+US$150萬
|
+37,036
|
+9%
|
|
|
34
|
Charles Schwab Trust
Henderson,
Nevada
|
US$1625萬
|
-US$7.33萬
|
-1,812
|
-0.4%
|
|
|
35
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
US$1562萬
|
+US$57.4萬
|
+14,205
|
+4%
|
|
|
36
|
Concurrent Investment Advisors
Tampa,
Florida
|
US$1549萬
|
+US$92.9萬
|
+22,964
|
+6%
|
|
|
37
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
US$1525萬
|
-US$87萬
|
-21,513
|
-5%
|
|
|
38
|
|
US$1469萬
|
+US$11.3萬
|
+2,802
|
+0.8%
|
|
|
39
|
Prairiewood Capital
Fargo,
North Dakota
|
US$1450萬
|
+US$47.5萬
|
+11,746
|
+3%
|
|
|
40
|
Nicholas Hoffman & Company
Atlanta,
Georgia
|
US$1432萬
|
+US$63.5萬
|
+15,695
|
+5%
|
|
|
41
|
Cabot Wealth Management
Salem,
Massachusetts
|
US$1426萬
|
+US$44.3萬
|
+10,960
|
+3%
|
|
|
42
|
Tandem Financial
Greenwood Village,
Colorado
|
US$1406萬
|
+US$104萬
|
+25,708
|
+8%
|
|
|
43
|
|
US$1374萬
|
+US$1400萬
|
+346,249
|
新
|
|
|
44
|
|
US$1340萬
|
+US$60.3萬
|
+14,902
|
+5%
|
|
|
45
|
Droms Strauss Advisors
St. Louis,
Missouri
|
US$1329萬
|
-US$61.1萬
|
-15,120
|
-4%
|
|
|
46
|
Chilton Capital Management
Houston,
Texas
|
US$1320萬
|
-US$9,099
|
-225
|
-0.1%
|
|
|
47
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
US$1309萬
|
+US$286萬
|
+70,680
|
+27%
|
|
|
48
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
US$1303萬
|
-US$24.8萬
|
-6,135
|
-2%
|
|
|
49
|
Balanced Wealth Group
Westlake,
Ohio
|
US$1248萬
|
+US$23.9萬
|
+5,910
|
+2%
|
|
|
50
|
AssetMark Inc
Concord,
California
|
US$1159萬
|
+US$899萬
|
+222,420
|
+319%
|
|
