|
301
|
Bawa N Mallick Trust
Forest Hills,
New York
|
US$85.7萬
|
–
|
–
|
–
|
|
|
302
|
Adirondack Trust Company
Saratoga Springs,
New York
|
US$85.1萬
|
–
|
–
|
–
|
|
|
303
|
Aureus Asset Management
Boston,
Massachusetts
|
US$84.6萬
|
+US$17.5萬
|
+669
|
+29%
|
|
|
304
|
KCM Investment Advisors
Greenbrae,
California
|
US$84.2萬
|
–
|
–
|
–
|
|
|
305
|
BCS Wealth Management
Johnson City,
Tennessee
|
US$83.4萬
|
+US$2.88萬
|
+110
|
+4%
|
|
|
306
|
Brown Advisory
Baltimore,
Maryland
|
US$83.3萬
|
+US$28.2萬
|
+1,080
|
+59%
|
|
|
307
|
AE Wealth Management
Topeka,
Kansas
|
US$82.7萬
|
+US$20.6萬
|
+787
|
+37%
|
|
|
308
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
US$82.6萬
|
+US$32.4萬
|
+1,241
|
+75%
|
|
|
309
|
Valley Brook Capital Group
Venetia,
Pennsylvania
|
US$82.6萬
|
+US$5.62萬
|
+215
|
+8%
|
|
|
310
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
US$82.2萬
|
+US$5.91萬
|
+226
|
+9%
|
|
|
311
|
Empirical Wealth Management
Seattle,
Washington
|
US$80.5萬
|
-US$1.83萬
|
-70
|
-2%
|
|
|
312
|
Bogart Wealth LLC
Mclean,
Virginia
|
US$80.1萬
|
–
|
–
|
–
|
|
|
313
|
Sankala Group
Lyons,
Colorado
|
US$79.9萬
|
+US$23.1萬
|
+884
|
+46%
|
|
|
314
|
Savant Capital
Rockford,
Illinois
|
US$79.9萬
|
+US$72.9萬
|
+2,787
|
新
|
|
|
315
|
Atomi Financial Group
New York
|
US$79.8萬
|
–
|
–
|
–
|
|
|
316
|
Western Wealth Management
Golden,
Colorado
|
US$79.1萬
|
+US$22.8萬
|
+873
|
+46%
|
|
|
317
|
LJI Wealth Management
Indianapolis,
Indiana
|
US$78.4萬
|
-US$2.88萬
|
-110
|
-4%
|
|
|
318
|
D'Orazio & Associates
Falls Church,
Virginia
|
US$78.1萬
|
–
|
–
|
–
|
|
|
319
|
Ehrlich Financial Group
Laguna Niguel,
California
|
US$77.9萬
|
-US$1.78萬
|
-68
|
-2%
|
|
|
320
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
US$77.7萬
|
-US$5.54萬
|
-212
|
-7%
|
|
|
321
|
Balance Wealth
Delaware,
Ohio
|
US$77萬
|
-US$2.12萬
|
-81
|
-3%
|
|
|
322
|
Nuveen
Charlotte,
North Carolina
|
US$77萬
|
+US$70.5萬
|
+2,695
|
新
|
|
|
323
|
Root Financial Partners
Encinitas,
California
|
US$76萬
|
+US$14.8萬
|
+566
|
+27%
|
|
|
324
|
KeyBank National Association
Cleveland,
Ohio
|
US$75.6萬
|
–
|
–
|
–
|
|
|
325
|
Moors & Cabot
Boston,
Massachusetts
|
US$75.3萬
|
-US$1.62萬
|
-62
|
-2%
|
|
