|
1901
|
|
$41.2万
|
+$8万
|
+496
|
+24%
|
|
|
1902
|
Aviso Wealth Management
Bellevue,
Washington
|
$41.1万
|
+$2.28万
|
+141
|
+6%
|
|
|
1903
|
Canopy Partners
Cincinnati,
Ohio
|
$41.1万
|
+$2.58万
|
+160
|
+7%
|
|
|
1904
|
Catalyst Capital Advisors
Huntington,
New York
|
$41.1万
|
+$3.41万
|
+211
|
+9%
|
|
|
1905
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$41.1万
|
+$8,392
|
+52
|
+2%
|
|
|
1906
|
UHLMANN PRICE SECURITIES
Skokie,
Illinois
|
$40.9万
|
–
|
–
|
–
|
|
|
1907
|
ClearBridge Investments
New York
|
$40.8万
|
-$5,971
|
-37
|
-1%
|
|
|
1908
|
Bar Harbor Wealth Management
Concord,
New Hampshire
|
$40.7万
|
-$106万
|
-6,563
|
-72%
|
|
|
1909
|
Frisch Financial Group
Melville,
New York
|
$40.7万
|
+$10.9万
|
+678
|
+37%
|
|
|
1910
|
Hilltop National Bank
Casper,
Wyoming
|
$40.6万
|
+$1.27万
|
+79
|
+3%
|
|
|
1911
|
Diligent Investors
Redlands,
California
|
$40.6万
|
+$6.37万
|
+395
|
+19%
|
|
|
1912
|
Integrity Wealth Advisors
Ventura,
California
|
$40.5万
|
-$3.63万
|
-225
|
-8%
|
|
|
1913
|
Arrowroot Family Office
Marina Del Rey,
California
|
$40.4万
|
+$9.42万
|
+584
|
+31%
|
|
|
1914
|
Red Lighthouse Investment Management
New York
|
$40.4万
|
+$646
|
+4
|
+0.2%
|
|
|
1915
|
Joel Isaacson & Co
New York
|
$40.2万
|
-$2.68万
|
-166
|
-6%
|
|
|
1916
|
Allen Capital Group
Grand Island,
Nebraska
|
$40.1万
|
+$9.9万
|
+614
|
+33%
|
|
|
1917
|
Legacy Trust
Grand Rapids,
Michigan
|
$40.1万
|
+$40万
|
+2,480
|
新規
|
|
|
1918
|
Strategic Advisors
New York
|
$40.1万
|
+$1.61万
|
+100
|
+4%
|
|
|
1919
|
Northwest Bancshares
Warren,
Pennsylvania
|
$40万
|
+$7,101
|
+44
|
+2%
|
|
|
1920
|
Tamar Securities
Woodland Hills,
California
|
$39.9万
|
+$3.23万
|
+200
|
+9%
|
|
|
1921
|
Axim Planning & Wealth
Springboro,
Ohio
|
$39.9万
|
-$11.2万
|
-696
|
-22%
|
|
|
1922
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$39.7万
|
+$6.05万
|
+375
|
+18%
|
|
|
1923
|
Capital Performance Advisors
Walnut Creek,
California
|
$39.6万
|
+$39.5万
|
+2,445
|
新規
|
|
|
1924
|
Financial Perspectives
Minneapolis,
Minnesota
|
$39.5万
|
-$1.02万
|
-63
|
-3%
|
|
|
1925
|
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
$39.3万
|
+$61.8万
|
+3,827
|
新規
|
|
