|
1876
|
Elevation Wealth Management
Eden Prairie,
Minnesota
|
$20.5万
|
-$22.7万
|
-2,298
|
-53%
|
|
|
1877
|
Wealth Architects
Mountain View,
California
|
$20.5万
|
+$1,187
|
+12
|
+0.6%
|
|
|
1878
|
Naviter Wealth
Little Rock,
Arkansas
|
$20.5万
|
+$20.5万
|
+2,070
|
新規
|
|
|
1879
|
Key Financial Inc
West Chester,
Pennsylvania
|
$20.5万
|
-$11.1万
|
-1,119
|
-35%
|
|
|
1880
|
Towneley Capital Management
Laguna Hills,
California
|
$20.4万
|
–
|
–
|
–
|
|
|
1881
|
LaSalle St. Investment Advisors
Elmhurst,
Illinois
|
$20.4万
|
+$989
|
+10
|
+0.5%
|
|
|
1882
|
Blake Schutter Theil Wealth Advisors
Dayton,
Ohio
|
$20.4万
|
+$20.4万
|
+2,063
|
新規
|
|
|
1883
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
$20.4万
|
+$20.4万
|
+2,061
|
新規
|
|
|
1884
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$20.3万
|
-$34.8万
|
-3,518
|
-63%
|
|
|
1885
|
BluePath Capital Management
Atlanta,
Georgia
|
$20.3万
|
+$20.3万
|
+2,052
|
新規
|
|
|
1886
|
Benchmark Financial
Wilmington,
Delaware
|
$20.3万
|
-$1.08万
|
-109
|
-5%
|
|
|
1887
|
Penney Financial
Houston,
Texas
|
$20.3万
|
-$427万
|
-43,205
|
-95%
|
|
|
1888
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$20.3万
|
-$1.25万
|
-126
|
-6%
|
|
|
1889
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$20.3万
|
+$989
|
+10
|
+0.5%
|
|
|
1890
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$20.2万
|
-$4.83万
|
-488
|
-19%
|
|
|
1891
|
Oakworth Capital
Birmingham,
Alabama
|
$20.2万
|
+$4.19万
|
+423
|
+26%
|
|
|
1892
|
Allegheny Financial Group
Pittsburgh,
Pennsylvania
|
$20.1万
|
+$1,583
|
+16
|
+0.8%
|
|
|
1893
|
Farmers & Merchants Trust Company
Long Beach,
California
|
$20.1万
|
–
|
–
|
–
|
|
|
1894
|
Keener Financial Planning
Keller,
Texas
|
$20万
|
–
|
–
|
–
|
|
|
1895
|
Richards, Merrill & Peterson
Spokane,
Washington
|
$19.7万
|
–
|
–
|
–
|
|
|
1896
|
Vanguard Advisers Inc
Malvern,
Pennsylvania
|
$19.7万
|
+$4.22万
|
+427
|
+27%
|
|
|
1897
|
|
$19.7万
|
-$5.4万
|
-546
|
-22%
|
|
|
1898
|
Point Nemo Capital
Dripping Springs,
Texas
|
$19.6万
|
+$19.6万
|
+1,979
|
新規
|
|
|
1899
|
FWL Investment Management
Dallas,
Texas
|
$19.4万
|
–
|
–
|
–
|
|
|
1900
|
Winch Advisory Services
Appleton,
Wisconsin
|
$18.9万
|
+$10.3万
|
+1,043
|
+121%
|
|
