|
1
|
Quantum Financial Advisors
El Segundo,
California
|
US$233萬
|
+US$232萬
|
+91,626
|
新
|
|
|
2
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
US$126萬
|
+US$125萬
|
+49,365
|
新
|
|
|
3
|
|
US$97.7萬
|
+US$20.7萬
|
+8,170
|
+27%
|
|
|
4
|
Coldstream Capital Management
Bellevue,
Washington
|
US$72.3萬
|
+US$72萬
|
+28,425
|
新
|
|
|
5
|
Hills Bank & Trust
North Liberty,
Iowa
|
US$60.3萬
|
+US$60.1萬
|
+23,716
|
新
|
|
|
6
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
US$40.7萬
|
+US$40.5萬
|
+16,000
|
新
|
|
|
7
|
Rossmore Private Capital
Glastonbury,
Connecticut
|
US$32.7萬
|
+US$32.6萬
|
+12,860
|
新
|
|
|
8
|
Heritage Family Offices
Scottsdale,
Arizona
|
US$28.3萬
|
+US$28.2萬
|
+11,124
|
新
|
|
|
9
|
Pacific Excel Wealth Advisors
Walnut Creek,
California
|
US$28.3萬
|
+US$28.2萬
|
+11,124
|
新
|
|
|
10
|
Leavell Investment Management
Mobile,
Alabama
|
US$25.6萬
|
+US$25.5萬
|
+10,060
|
新
|
|
|
11
|
Kestra Advisory Services
Austin,
Texas
|
US$24.6萬
|
+US$24.5萬
|
+9,682
|
新
|
|
|
12
|
IFP Advisors
Tampa,
Florida
|
US$13.4萬
|
+US$13.3萬
|
+5,269
|
新
|
|
|
13
|
10Elms LLP
Tulsa,
Oklahoma
|
US$6.1萬
|
+US$6.08萬
|
+2,400
|
新
|
|
|
14
|
Adirondack Trust Company
Saratoga Springs,
New York
|
US$3萬
|
+US$2.99萬
|
+1,180
|
新
|
|
|
15
|
Addison Advisors
Middlebury,
Vermont
|
US$2.58萬
|
+US$2.57萬
|
+1,015
|
新
|
|
|
16
|
|
US$1,780
|
-US$253萬
|
-99,930
|
-100%
|
|
