|
1001
|
Corient IA
Miami,
Florida
|
US$30萬
|
–
|
–
|
–
|
|
|
1002
|
Everhart Financial Group
Dublin,
Ohio
|
US$29.9萬
|
–
|
–
|
–
|
|
|
1003
|
Advisory Solutions Group
Plymouth,
Minnesota
|
US$29.7萬
|
+US$36.3萬
|
+8,919
|
新
|
|
|
1004
|
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
|
US$29.5萬
|
+US$33.4萬
|
+8,222
|
新
|
|
|
1005
|
Acropolis Investment Management
St. Louis,
Missouri
|
US$29.4萬
|
+US$5.5萬
|
+1,352
|
+18%
|
|
|
1006
|
Greenline Partners
New York
|
US$29.3萬
|
-US$325
|
-8
|
-0.1%
|
|
|
1007
|
ATX Financial Planning
Austin,
Texas
|
US$29.3萬
|
+US$5,125
|
+126
|
+1%
|
|
|
1008
|
Willner & Heller
Encino,
California
|
US$29.2萬
|
–
|
–
|
–
|
|
|
1009
|
TRB Wealth Management
Houston,
Texas
|
US$29.2萬
|
-US$9.49萬
|
-2,334
|
-21%
|
|
|
1010
|
Richmond Investment Services
Mequon,
Wisconsin
|
US$29.2萬
|
-US$27.2萬
|
-6,685
|
-43%
|
|
|
1011
|
EntreWealth
Austin,
Texas
|
US$29.2萬
|
+US$10.9萬
|
+2,684
|
+51%
|
|
|
1012
|
Synergy Investment Management
Altamonte Springs,
Florida
|
US$29.1萬
|
+US$2.89萬
|
+711
|
+9%
|
|
|
1013
|
Novem Group
Rochester,
New York
|
US$29.1萬
|
+US$35.5萬
|
+8,727
|
新
|
|
|
1014
|
Entelevest
Coral Gables,
Florida
|
US$29萬
|
-US$1.96萬
|
-483
|
-5%
|
|
|
1015
|
Midwest Financial Partners Investments
St. Cloud,
Minnesota
|
US$28.7萬
|
–
|
–
|
–
|
|
|
1016
|
Indivisible Partners
Clearwater,
Florida
|
US$28.7萬
|
+US$35萬
|
+8,615
|
新
|
|
|
1017
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
US$28.7萬
|
-US$12.1萬
|
-2,966
|
-26%
|
|
|
1018
|
Verus Financial Partners
Richmond,
Virginia
|
US$28.6萬
|
–
|
–
|
–
|
|
|
1019
|
Avaii Wealth Management
Appleton,
Wisconsin
|
US$28.5萬
|
-US$2.92萬
|
-718
|
-8%
|
|
|
1020
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
US$28.4萬
|
+US$4.15萬
|
+1,020
|
+14%
|
|
|
1021
|
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
US$28.3萬
|
-US$6.2萬
|
-1,525
|
-15%
|
|
|
1022
|
Riggs Asset Management
Dallas,
Pennsylvania
|
US$28.3萬
|
-US$1,993
|
-49
|
-0.6%
|
|
|
1023
|
Crewe Advisors
Salt Lake City,
Utah
|
US$28.2萬
|
+US$5,370
|
+132
|
+2%
|
|
|
1024
|
Significant Wealth Partners
Cary,
Illinois
|
US$28.2萬
|
+US$9.41萬
|
+2,313
|
+38%
|
|
|
1025
|
XY Planning Network
Bozeman,
Montana
|
US$28.2萬
|
+US$6.99萬
|
+1,719
|
+25%
|
|
