|
1901
|
Landmark Wealth Management (New York)
Melville,
New York
|
$189万
|
+$5.28万
|
+505
|
+3%
|
|
|
1902
|
Zevenbergen Capital Investments
Edmonds,
Washington
|
$189万
|
-$3.4万
|
-325
|
-2%
|
|
|
1903
|
Flywheel Private Wealth
Los Altos,
California
|
$189万
|
-$6,275
|
-60
|
-0.4%
|
|
|
1904
|
Natural Investments
Windsor,
California
|
$189万
|
+$5.33万
|
+510
|
+3%
|
|
|
1905
|
Souders Financial Advisors
Cincinnati,
Ohio
|
$189万
|
+$17.3万
|
+1,654
|
+11%
|
|
|
1906
|
Princeton Capital Management
Red Bank,
New Jersey
|
$188万
|
+$15.2万
|
+1,450
|
+10%
|
|
|
1907
|
Centaurus Financial
Anaheim,
California
|
$188万
|
-$3.9万
|
-373
|
-2%
|
|
|
1908
|
ANB Bank
Denver,
Colorado
|
$188万
|
-$14.4万
|
-1,375
|
-8%
|
|
|
1909
|
Invesco LLC (Illinois)
Des Plaines,
Illinois
|
$188万
|
–
|
–
|
–
|
|
|
1910
|
JGP Wealth Management
Bend,
Oregon
|
$188万
|
-$837
|
-8
|
-0.1%
|
|
|
1911
|
Saxon Interests
Houston,
Texas
|
$188万
|
-$8.29万
|
-793
|
-5%
|
|
|
1912
|
Shufro Rose & Co
New York
|
$187万
|
-$1,569
|
-15
|
-0.1%
|
|
|
1913
|
Chilton Capital Management
Houston,
Texas
|
$187万
|
-$3.69万
|
-353
|
-2%
|
|
|
1914
|
PCM Encore
Aspen,
Colorado
|
$187万
|
+$56.7万
|
+5,423
|
+52%
|
|
|
1915
|
Hilltop Partners
Mishawaka,
Indiana
|
$187万
|
-$49万
|
-4,683
|
-23%
|
|
|
1916
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$187万
|
-$30.4万
|
-2,906
|
-15%
|
|
|
1917
|
Pacific Sage Partners
Edmonds,
Washington
|
$187万
|
-$3.19万
|
-305
|
-2%
|
|
|
1918
|
Retireful LLC
Haslett,
Michigan
|
$186万
|
+$166万
|
+15,868
|
新規
|
|
|
1919
|
FSM Wealth Advisors
Cleveland,
Ohio
|
$186万
|
+$11.2万
|
+1,067
|
+7%
|
|
|
1920
|
Zullo Investment Group
Scranton,
Pennsylvania
|
$186万
|
-$10.6万
|
-1,018
|
-6%
|
|
|
1921
|
Ark Wealth Advisors
Yorba Linda,
California
|
$186万
|
+$9,203
|
+88
|
+0.6%
|
|
|
1922
|
Prudent Man Advisors
Naperville,
Illinois
|
$186万
|
+$15.4万
|
+1,475
|
+10%
|
|
|
1923
|
United Advisor Group
Cincinnati,
Ohio
|
$186万
|
-$2.76万
|
-264
|
-2%
|
|
|
1924
|
Baldwin Investment Management
West Conshohocken,
Pennsylvania
|
$185万
|
+$27万
|
+2,586
|
+20%
|
|
|
1925
|
Thrive Wealth Management
Audubon,
Pennsylvania
|
$185万
|
-$8.95万
|
-856
|
-5%
|
|
