|
76
|
ShoreHaven Wealth Partners
Red Bank,
New Jersey
|
US$541萬
|
-US$2.08萬
|
-497
|
-0.4%
|
|
|
77
|
Stifel Financial
St. Louis,
Missouri
|
US$531萬
|
-US$322萬
|
-76,843
|
-38%
|
|
|
78
|
Prosperity Planning
Kansas City,
Missouri
|
US$511萬
|
-US$16.6萬
|
-3,965
|
-3%
|
|
|
79
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
US$502萬
|
+US$38.2萬
|
+9,099
|
+8%
|
|
|
80
|
SCS Capital Management
Boston,
Massachusetts
|
US$477萬
|
-US$2.17萬
|
-517
|
-0.5%
|
|
|
81
|
Vise Technologies
New York
|
US$451萬
|
+US$140萬
|
+33,454
|
+45%
|
|
|
82
|
Truist Financial
Charlotte,
North Carolina
|
US$413萬
|
+US$5.91萬
|
+1,410
|
+1%
|
|
|
83
|
PMG Wealth Management
Hawthorn Woods,
Illinois
|
US$402萬
|
+US$1.43萬
|
+342
|
+0.4%
|
|
|
84
|
IHT Wealth Management
Chicago,
Illinois
|
US$400萬
|
+US$9.05萬
|
+2,159
|
+2%
|
|
|
85
|
World Investment Advisors
Santa Barbara,
California
|
US$384萬
|
–
|
–
|
–
|
|
|
86
|
CSS LLC
Chicago,
Illinois
|
US$378萬
|
–
|
–
|
–
|
|
|
87
|
Concurrent Investment Advisors
Tampa,
Florida
|
US$372萬
|
-US$13.6萬
|
-3,250
|
-4%
|
|
|
88
|
|
US$360萬
|
+US$12.5萬
|
+2,991
|
+4%
|
|
|
89
|
Cypress Wealth Services
Palm Desert,
California
|
US$358萬
|
-US$14.5萬
|
-3,462
|
-4%
|
|
|
90
|
Kickstand Ventures
Pittsford,
New York
|
US$357萬
|
-US$8.08萬
|
-1,928
|
-2%
|
|
|
91
|
Tacita Capital
Toronto,
Ontario, Canada
|
US$341萬
|
-US$14.2萬
|
-3,390
|
-4%
|
|
|
92
|
Clayton Partners
Berkeley,
California
|
US$339萬
|
+US$377
|
+9
|
+0%
|
|
|
93
|
Custom Index Systems
New York
|
US$335萬
|
-US$10.9萬
|
-2,588
|
-3%
|
|
|
94
|
Global Retirement Partners
San Rafael,
California
|
US$333萬
|
+US$334萬
|
+79,553
|
新
|
|
|
95
|
Vance Wealth
Santa Clarita,
California
|
US$331萬
|
-US$9.36萬
|
-2,232
|
-3%
|
|
|
96
|
Stonehage Fleming Financial Services
St. Helier,
Jersey
|
US$327萬
|
–
|
–
|
–
|
|
|
97
|
Harbour Wealth Management Group
Daniel Island,
South Carolina
|
US$326萬
|
-US$51.2萬
|
-12,216
|
-14%
|
|
|
98
|
Balance Wealth
Delaware,
Ohio
|
US$320萬
|
+US$503
|
+12
|
+0%
|
|
|
99
|
Cobblestone Asset Management
Richmond,
Virginia
|
US$320萬
|
-US$559萬
|
-133,363
|
-64%
|
|
|
100
|
TSA Wealth Management
Houston,
Texas
|
US$309萬
|
-US$8.55萬
|
-2,038
|
-3%
|
|
