|
51
|
Creative Planning
Overland Park,
Kansas
|
US$147萬
|
-US$4.93萬
|
-928
|
-3%
|
|
|
52
|
Jones Financial Companies
Des Peres,
Missouri
|
US$145萬
|
+US$34萬
|
+6,402
|
+31%
|
|
|
53
|
Mission Wealth Management
Santa Barbara,
California
|
US$143萬
|
+US$145萬
|
+27,264
|
新
|
|
|
54
|
Gotham Asset Management
New York
|
US$141萬
|
+US$142萬
|
+26,750
|
新
|
|
|
55
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
US$139萬
|
-US$1.77萬
|
-333
|
-1%
|
|
|
56
|
Steward Partners Investment Advisory
New York
|
US$136萬
|
+US$27.4萬
|
+5,165
|
+25%
|
|
|
57
|
Atlas Brown
Louisville,
Kentucky
|
US$135萬
|
-US$2.02萬
|
-381
|
-1%
|
|
|
58
|
Snowden Capital Advisors
New York
|
US$128萬
|
-US$2.2萬
|
-415
|
-2%
|
|
|
59
|
Smith Salley Wealth Management
Greensboro,
North Carolina
|
US$122萬
|
-US$2.3萬
|
-434
|
-2%
|
|
|
60
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
US$119萬
|
+US$10.2萬
|
+1,931
|
+9%
|
|
|
61
|
KDK Private Wealth Management
Houston,
Texas
|
US$115萬
|
-US$7,642
|
-144
|
-0.7%
|
|
|
62
|
Beacon Pointe Advisors
Newport Beach,
California
|
US$113萬
|
–
|
–
|
–
|
|
|
63
|
Jacobs Equity
Draper,
Utah
|
US$112萬
|
+US$8.97萬
|
+1,690
|
+9%
|
|
|
64
|
OneAscent Financial Services
Birmingham,
Alabama
|
US$110萬
|
+US$24.9萬
|
+4,686
|
+29%
|
|
|
65
|
Principal Securities
Des Moines,
Iowa
|
US$104萬
|
-US$67.2萬
|
-12,668
|
-39%
|
|
|
66
|
Sweeney & Michel
Chico,
California
|
US$98.6萬
|
+US$4,140
|
+78
|
+0.4%
|
|
|
67
|
Kestra Private Wealth Services
Austin,
Texas
|
US$94.8萬
|
-US$3.18萬
|
-600
|
-3%
|
|
|
68
|
MML Investors Services
Springfield,
Massachusetts
|
US$87.3萬
|
-US$14.6萬
|
-2,743
|
-14%
|
|
|
69
|
Nova Wealth Management
Bonita Springs,
Florida
|
US$87.3萬
|
+US$4.14萬
|
+781
|
+5%
|
|
|
70
|
American National Bank & Trust
Wichita Falls,
Texas
|
US$84.9萬
|
+US$2.97萬
|
+560
|
+4%
|
|
|
71
|
Meridian Wealth Management
Lexington,
Kentucky
|
US$84.3萬
|
+US$23.5萬
|
+4,433
|
+38%
|
|
|
72
|
Belpointe Asset Management
Reno,
Nevada
|
US$82.9萬
|
+US$10.9萬
|
+2,049
|
+15%
|
|
|
73
|
Fortis Capital Advisors
Prairie Village,
Kansas
|
US$82.9萬
|
+US$10.9萬
|
+2,049
|
+15%
|
|
|
74
|
Concurrent Investment Advisors
Tampa,
Florida
|
US$79.1萬
|
+US$40萬
|
+7,537
|
+100%
|
|
|
75
|
Partners Wealth Management
Carmel By The Sea,
California
|
US$77.2萬
|
-US$4,352
|
-82
|
-0.6%
|
|
