|
1901
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$1.07万
|
+$1,976
|
+15
|
+24%
|
|
|
1902
|
Kozak & Associates
Highlands Ranch,
Colorado
|
$1.06万
|
–
|
–
|
–
|
|
|
1903
|
LifeSteps Financial
Claremont,
California
|
$1.04万
|
+$1万
|
+76
|
新規
|
|
|
1904
|
1248 Management
Kansas City,
Missouri
|
$1.03万
|
–
|
–
|
–
|
|
|
1905
|
NBT Bank
Norwich,
New York
|
$1.03万
|
–
|
–
|
–
|
|
|
1906
|
Morse Asset Management
Darien,
Connecticut
|
$1.01万
|
–
|
–
|
–
|
|
|
1907
|
POM Investment Strategies
Raleigh,
North Carolina
|
$1.01万
|
–
|
–
|
–
|
|
|
1908
|
Clark Wealth Partners
O'fallon,
Illinois
|
$9,851
|
–
|
–
|
–
|
|
|
1909
|
Riverview Trust Company
Vancouver,
Washington
|
$9,850
|
–
|
–
|
–
|
|
|
1910
|
CGC Financial Services
Lake Oswego,
Oregon
|
$9,577
|
-$1.36万
|
-103
|
-60%
|
|
|
1911
|
Principia Wealth Advisory
Dallas,
Texas
|
$9,577
|
+$3,162
|
+24
|
+52%
|
|
|
1912
|
Westfuller Advisors
New York
|
$9,556
|
+$132
|
+1
|
+1%
|
|
|
1913
|
Thompson Investment Management
Madison,
Wisconsin
|
$9,303
|
–
|
–
|
–
|
|
|
1914
|
Wolff Wiese Magana
Carslbad,
California
|
$9,167
|
-$3,952
|
-30
|
-31%
|
|
|
1915
|
Clean Yield Group
Norwich,
Vermont
|
$9,029
|
–
|
–
|
–
|
|
|
1916
|
Kilter Group
Rhinebeck,
New York
|
$8,756
|
-$1,317
|
-10
|
-14%
|
|
|
1917
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$8,619
|
–
|
–
|
–
|
|
|
1918
|
Millstone Evans Group
Boulder,
Colorado
|
$8,619
|
+$1,317
|
+10
|
+19%
|
|
|
1919
|
McGuire Capital Advisors
Bethany,
Oklahoma
|
$8,482
|
-$527
|
-4
|
-6%
|
|
|
1920
|
1 North Wealth Services
Annapolis,
Maryland
|
$8,209
|
–
|
–
|
–
|
|
|
1921
|
Hoey Investments
Coatesville,
Pennsylvania
|
$8,209
|
–
|
–
|
–
|
|
|
1922
|
Investors Research Corp
Atlanta,
Georgia
|
$7,661
|
–
|
–
|
–
|
|
|
1923
|
Greykasell Wealth Strategies
Danville,
California
|
$7,388
|
–
|
–
|
–
|
|
|
1924
|
Ulland Investment Advisors
Minneapolis,
Minnesota
|
$7,000
|
–
|
–
|
–
|
|
|
1925
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$6,978
|
–
|
–
|
–
|
|
