|
1876
|
Fulcrum Capital
Seattle,
Washington
|
$27.5万
|
-$8.27万
|
-698
|
-21%
|
|
|
1877
|
Stockman Wealth Management
Billings,
Montana
|
$27.4万
|
-$11.3万
|
-955
|
-27%
|
|
|
1878
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$27.4万
|
–
|
–
|
–
|
|
|
1879
|
ARK & TLK Investments
Oklahoma City,
Oklahoma
|
$27.4万
|
–
|
–
|
–
|
|
|
1880
|
Muirfield Wealth Advisors
Charlotte,
North Carolina
|
$27.4万
|
+$3.16万
|
+267
|
+11%
|
|
|
1881
|
City State Bank
Norwalk,
Iowa
|
$27.3万
|
-$8,060
|
-68
|
-3%
|
|
|
1882
|
Opal Wealth Advisors
Jericho,
New York
|
$27.3万
|
+$711
|
+6
|
+0.2%
|
|
|
1883
|
Sloy Dahl & Holst
Vancouver,
Washington
|
$27.3万
|
–
|
–
|
–
|
|
|
1884
|
Commons Capital
Needham,
Massachusetts
|
$27.3万
|
+$1,541
|
+13
|
+0.5%
|
|
|
1885
|
Retirement Planning Company of New England
Warwick,
Rhode Island
|
$27.3万
|
+$474
|
+4
|
+0.2%
|
|
|
1886
|
AdviceOne Advisory Services
Glastonbury,
Connecticut
|
$27.3万
|
+$1,896
|
+16
|
+0.6%
|
|
|
1887
|
Horizon Kinetics Asset Management
New York
|
$27.2万
|
-$2.32万
|
-196
|
-7%
|
|
|
1888
|
Tevis Investment Management
Plano,
Texas
|
$27.1万
|
-$2.32万
|
-196
|
-7%
|
|
|
1889
|
Montag & Associates
Atlanta,
Georgia
|
$27.1万
|
–
|
–
|
–
|
|
|
1890
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$27万
|
-$2.7万
|
-228
|
-8%
|
|
|
1891
|
Financial Management Network
Mission Viejo,
California
|
$27万
|
+$237
|
+2
|
+0.1%
|
|
|
1892
|
Royal Fund Management
Lady Lake,
Florida
|
$26.9万
|
+$948
|
+8
|
+0.3%
|
|
|
1893
|
NovaPoint Capital
Atlanta,
Georgia
|
$26.9万
|
+$30.7万
|
+2,587
|
新規
|
|
|
1894
|
Roberts, Glore & Co
Deerfield,
Illinois
|
$26.9万
|
-$2.37万
|
-200
|
-7%
|
|
|
1895
|
Westover Capital Advisors
Wilmington,
Delaware
|
$26.8万
|
–
|
–
|
–
|
|
|
1896
|
Buck Wealth Strategies
Denver,
Colorado
|
$26.7万
|
+$30.4万
|
+2,566
|
新規
|
|
|
1897
|
WrapManager Inc
Mill Valley,
California
|
$26.6万
|
+$30.4万
|
+2,563
|
新規
|
|
|
1898
|
Wedge Capital Management
Charlotte,
North Carolina
|
$26.6万
|
-$1.58万
|
-133
|
-5%
|
|
|
1899
|
Trust Company
Manhattan,
Kansas
|
$26.6万
|
-$4.93万
|
-416
|
-14%
|
|
|
1900
|
Wimmer Associates 1
Pasadena,
California
|
$26.6万
|
–
|
–
|
–
|
|
