|
1901
|
Investment Advisory Group
Hanover,
Massachusetts
|
$76.6万
|
+$1.99万
|
+58
|
+3%
|
|
|
1902
|
Cypress Wealth Services
Palm Desert,
California
|
$76.6万
|
-$4.45万
|
-130
|
-6%
|
|
|
1903
|
Interchange Capital Partners
Pittsburgh,
Pennsylvania
|
$76.5万
|
+$16.3万
|
+475
|
+29%
|
|
|
1904
|
Alta Advisers
London,
United Kingdom
|
$76.4万
|
–
|
–
|
–
|
|
|
1905
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$76.4万
|
+$5,819
|
+17
|
+0.8%
|
|
|
1906
|
Members Trust
Tampa,
Florida
|
$76.3万
|
–
|
–
|
–
|
|
|
1907
|
Umpqua Bank
Lake Oswego,
Oregon
|
$76.3万
|
-$3,423
|
-10
|
-0.5%
|
|
|
1908
|
Beto Financial Group
Boise,
Idaho
|
$76.2万
|
+$1,369
|
+4
|
+0.2%
|
|
|
1909
|
EagleClaw Capital Management
Boston,
Massachusetts
|
$76万
|
–
|
–
|
–
|
|
|
1910
|
Pettyjohn Wood & White
Lynchburg,
Virginia
|
$76万
|
+$4,450
|
+13
|
+0.6%
|
|
|
1911
|
Garde Capital
Seattle,
Washington
|
$75.9万
|
-$1.61万
|
-47
|
-2%
|
|
|
1912
|
WESPAC Advisors
Orinda,
California
|
$75.6万
|
–
|
–
|
–
|
|
|
1913
|
FLC Capital Advisors
Palm Desert,
California
|
$75.5万
|
–
|
–
|
–
|
|
|
1914
|
First Growth Capital
Pikesville,
Maryland
|
$75.4万
|
–
|
–
|
–
|
|
|
1915
|
Baxter Bros Inc
Riverside,
Connecticut
|
$75.4万
|
–
|
–
|
–
|
|
|
1916
|
Z3 Capital Partners
Richmond,
Virginia
|
$75.4万
|
–
|
–
|
–
|
|
|
1917
|
Walser Wealth Management
Tampa,
Florida
|
$75.3万
|
+$6.81万
|
+199
|
+11%
|
|
|
1918
|
Southeast Asset Advisors
Thomasville,
Georgia
|
$75.3万
|
–
|
–
|
–
|
|
|
1919
|
Sagewood Asset Management
New York
|
$75.2万
|
+$5,135
|
+15
|
+0.7%
|
|
|
1920
|
CFM Wealth Partners
Austin,
Texas
|
$75.1万
|
–
|
–
|
–
|
|
|
1921
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$75.1万
|
+$2.05万
|
+60
|
+3%
|
|
|
1922
|
Marshall & Sterling Wealth Advisors
Poughkeepsie,
New York
|
$75万
|
+$6.06万
|
+177
|
+9%
|
|
|
1923
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$74.8万
|
–
|
–
|
–
|
|
|
1924
|
Avior Wealth Management
Omaha,
Nebraska
|
$74.7万
|
-$6.4万
|
-187
|
-8%
|
|
|
1925
|
CRA Financial Services
Northfield,
New Jersey
|
$74.7万
|
+$1.34万
|
+39
|
+2%
|
|
