|
51
|
Aspiriant LLC
Los Angeles,
California
|
US$1458萬
|
+US$24.6萬
|
+1,570
|
+2%
|
|
|
52
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
US$1382萬
|
+US$61.7萬
|
+3,932
|
+5%
|
|
|
53
|
Family CFO
Los Altos,
California
|
US$1280萬
|
+US$7,530
|
+48
|
+0.1%
|
|
|
54
|
Coldstream Capital Management
Bellevue,
Washington
|
US$1270萬
|
-US$18.5萬
|
-1,182
|
-1%
|
|
|
55
|
Causeway Capital Management
Los Angeles,
California
|
US$1248萬
|
-US$356萬
|
-22,674
|
-22%
|
|
|
56
|
Modera Wealth Management
Westwood,
New Jersey
|
US$1247萬
|
+US$5,020
|
+32
|
+0%
|
|
|
57
|
Strategic Financial Planning
Plano,
Texas
|
US$1203萬
|
+US$1226萬
|
+78,172
|
新
|
|
|
58
|
Columbus Macro
New Castle,
Pennsylvania
|
US$1172萬
|
-US$24.3萬
|
-1,551
|
-2%
|
|
|
59
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
US$1168萬
|
-US$2.02萬
|
-129
|
-0.2%
|
|
|
60
|
25 LLC
St. Louis,
Missouri
|
US$1155萬
|
-US$6.65萬
|
-424
|
-0.6%
|
|
|
61
|
Discipline Wealth Solutions
Greenville,
South Carolina
|
US$1138萬
|
+US$269萬
|
+17,170
|
+30%
|
|
|
62
|
Beacon Pointe Advisors
Newport Beach,
California
|
US$1117萬
|
+US$8.2萬
|
+523
|
+0.7%
|
|
|
63
|
IFG Advisors
St. Louis,
Missouri
|
US$1087萬
|
+US$1,726
|
+11
|
+0%
|
|
|
64
|
Presilium Private Wealth
Radnor,
Pennsylvania
|
US$1084萬
|
-US$9.02萬
|
-575
|
-0.8%
|
|
|
65
|
Whitaker-Myers Wealth Managers
Mansfield,
Ohio
|
US$1081萬
|
+US$32.1萬
|
+2,047
|
+3%
|
|
|
66
|
Valmark Advisers
Akron,
Ohio
|
US$1056萬
|
-US$77.2萬
|
-4,923
|
-7%
|
|
|
67
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
US$1054萬
|
+US$74.1萬
|
+4,725
|
+7%
|
|
|
68
|
Voya Financial Advisors
Windsor,
Connecticut
|
US$1046萬
|
+US$522萬
|
+33,254
|
+96%
|
|
|
69
|
Corient Private Wealth
Miami,
Florida
|
US$1041萬
|
-US$3245萬
|
-206,875
|
-75%
|
|
|
70
|
Grove Street Fiduciary
Peterborough,
New Hampshire
|
US$1037萬
|
-US$13.1萬
|
-834
|
-1%
|
|
|
71
|
Fidelity Investments
Boston,
Massachusetts
|
US$1033萬
|
+US$264萬
|
+16,846
|
+34%
|
|
|
72
|
Newton One Investments
Newark,
Delaware
|
US$1029萬
|
-US$7.91萬
|
-504
|
-0.8%
|
|
|
73
|
Beaird Harris Wealth Management
Dallas,
Texas
|
US$1026萬
|
-US$21.1萬
|
-1,344
|
-2%
|
|
|
74
|
Maltin Wealth Management
Ridgewood,
New Jersey
|
US$1024萬
|
+US$53.9萬
|
+3,437
|
+5%
|
|
|
75
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
US$1014萬
|
-US$9.26萬
|
-590
|
-0.9%
|
|
