|
51
|
Wealthquest
Cincinnati,
Ohio
|
US$6715萬
|
-US$340萬
|
-27,418
|
-5%
|
|
|
52
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
US$6708萬
|
-US$792萬
|
-63,863
|
-11%
|
|
|
53
|
Seven Bridges Advisors
New York
|
US$6646萬
|
+US$6453萬
|
+519,988
|
新
|
|
|
54
|
CIBC Bancorp USA
Chicago,
Illinois
|
US$6620萬
|
+US$1881萬
|
+151,585
|
+41%
|
|
|
55
|
Valley Wealth Managers
Paramus,
New Jersey
|
US$6485萬
|
-US$301萬
|
-24,259
|
-5%
|
|
|
56
|
Modera Wealth Management
Westwood,
New Jersey
|
US$6390萬
|
+US$7.66萬
|
+617
|
+0.1%
|
|
|
57
|
Citizens & Northern Corp
Wellsboro,
Pennsylvania
|
US$5907萬
|
+US$962萬
|
+77,534
|
+20%
|
|
|
58
|
NewEdge Advisors
New Orleans,
Louisiana
|
US$5625萬
|
+US$1364萬
|
+109,904
|
+33%
|
|
|
59
|
Stephens Inc
Little Rock,
Arkansas
|
US$5594萬
|
-US$47.1萬
|
-3,796
|
-0.9%
|
|
|
60
|
Commerce Bank
Kansas City,
Missouri
|
US$5356萬
|
+US$739萬
|
+59,583
|
+17%
|
|
|
61
|
Snowden Capital Advisors
New York
|
US$5335萬
|
-US$285萬
|
-22,935
|
-5%
|
|
|
62
|
Kinetic Wealth Investment Advisors
Westlake,
Ohio
|
US$5236萬
|
+US$5083萬
|
+409,654
|
新
|
|
|
63
|
Mariner
Overland Park,
Kansas
|
US$5063萬
|
-US$852萬
|
-68,623
|
-15%
|
|
|
64
|
Apella Capital
West Hartford,
Connecticut
|
US$5033萬
|
+US$586萬
|
+47,245
|
+13%
|
|
|
65
|
Bank of New York Mellon
New York
|
US$5000萬
|
+US$194萬
|
+15,642
|
+4%
|
|
|
66
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
US$4884萬
|
-US$50.3萬
|
-4,056
|
-1%
|
|
|
67
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
US$4844萬
|
+US$240萬
|
+19,306
|
+5%
|
|
|
68
|
One Capital Management
Westlake Village,
California
|
US$4567萬
|
–
|
–
|
–
|
|
|
69
|
NFP Retirement Inc
Aliso Viejo,
California
|
US$4500萬
|
+US$158萬
|
+12,726
|
+4%
|
|
|
70
|
Clearstead Advisors
Cleveland,
Ohio
|
US$4445萬
|
-US$543萬
|
-43,750
|
-11%
|
|
|
71
|
Tolleson Wealth Management
Dallas,
Texas
|
US$4346萬
|
–
|
–
|
–
|
|
|
72
|
First National Bank of Omaha
Omaha,
Nebraska
|
US$4325萬
|
+US$675萬
|
+54,413
|
+19%
|
|
|
73
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
US$4234萬
|
+US$495萬
|
+39,882
|
+14%
|
|
|
74
|
AssetMark Inc
Concord,
California
|
US$4110萬
|
-US$1682萬
|
-135,516
|
-30%
|
|
|
75
|
Pacific Life Fund Advisors
Newport Beach,
California
|
US$4089萬
|
-US$314萬
|
-25,271
|
-7%
|
|
