|
301
|
Insight Wealth Partners
Plano,
Texas
|
US$37.8萬
|
+US$36.8萬
|
+7,411
|
新
|
|
|
302
|
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
|
US$37.5萬
|
+US$34.9萬
|
+7,025
|
新
|
|
|
303
|
Regatta Research & Money Management
Metairie,
Louisiana
|
US$35.2萬
|
+US$34.4萬
|
+6,917
|
新
|
|
|
304
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
US$34.6萬
|
+US$33.7萬
|
+6,784
|
新
|
|
|
305
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
US$34.4萬
|
+US$11.6萬
|
+2,333
|
+53%
|
|
|
306
|
BOK Financial
Tulsa,
Oklahoma
|
US$34.3萬
|
+US$33.5萬
|
+6,729
|
新
|
|
|
307
|
Principle Wealth Partners
Madison,
Connecticut
|
US$33.4萬
|
-US$12.7萬
|
-2,550
|
-28%
|
|
|
308
|
Carlson Financial
Canby,
Oregon
|
US$33萬
|
+US$32.2萬
|
+6,485
|
新
|
|
|
309
|
Revisor Wealth Management
Akron,
Ohio
|
US$32.8萬
|
-US$2.47萬
|
-497
|
-7%
|
|
|
310
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
US$32.7萬
|
-US$1萬
|
-202
|
-3%
|
|
|
311
|
Axis Wealth Partners
East Providence,
Rhode Island
|
US$31.7萬
|
+US$30.9萬
|
+6,213
|
新
|
|
|
312
|
Next Level Private
Harrison,
New York
|
US$30.6萬
|
+US$895
|
+18
|
+0.3%
|
|
|
313
|
IHT Wealth Management
Chicago,
Illinois
|
US$30.1萬
|
+US$29.3萬
|
+5,900
|
新
|
|
|
314
|
Bank of Montreal
Toronto,
Ontario, Canada
|
US$29.8萬
|
–
|
–
|
–
|
|
|
315
|
Transcend Capital Advisors
Madison,
New Jersey
|
US$29.2萬
|
+US$845
|
+17
|
+0.3%
|
|
|
316
|
Creative Planning
Overland Park,
Kansas
|
US$27.4萬
|
-US$16.5萬
|
-3,310
|
-38%
|
|
|
317
|
Ameriprise
Minneapolis,
Minnesota
|
US$26.7萬
|
+US$26萬
|
+5,238
|
新
|
|
|
318
|
Baron Wealth Management
Troy,
Michigan
|
US$26.6萬
|
–
|
–
|
–
|
|
|
319
|
John A. Wolfe & Associates
Portage,
Michigan
|
US$26.1萬
|
+US$696
|
+14
|
+0.3%
|
|
|
320
|
Atlanta Consulting Group Advisors
Atlanta,
Georgia
|
US$24萬
|
+US$9,793
|
+197
|
+4%
|
|
|
321
|
OneAscent Wealth Management
Birmingham,
Alabama
|
US$23.9萬
|
+US$23.4萬
|
+4,698
|
新
|
|
|
322
|
Encompass More Asset Management
Danville,
California
|
US$23.8萬
|
+US$23.3萬
|
+4,677
|
新
|
|
|
323
|
Fingerlakes Wealth Management
Ithaca,
New York
|
US$23.8萬
|
–
|
–
|
–
|
|
|
324
|
Savvy Advisors Inc
New York
|
US$23.7萬
|
-US$4,424
|
-89
|
-2%
|
|
|
325
|
Lynx Investment Advisory
Washington, Dc,
District of Columbia
|
US$23.5萬
|
–
|
–
|
–
|
|
