|
1901
|
TFC Financial Management
Boston,
Massachusetts
|
$3.89万
|
-$7,766
|
-87
|
-19%
|
|
|
1902
|
Kelleher Financial Advisors
New York
|
$3.85万
|
+$1.98万
|
+222
|
+148%
|
|
|
1903
|
Steph & Co
Marinette,
Wisconsin
|
$3.8万
|
-$1.59万
|
-178
|
-33%
|
|
|
1904
|
Elevation Wealth Partners
Santa Rosa,
California
|
$3.68万
|
+$9,373
|
+105
|
+42%
|
|
|
1905
|
Rialto Wealth Management
Syracuse,
New York
|
$3.61万
|
+$1.46万
|
+164
|
+89%
|
|
|
1906
|
Flagship Wealth Advisors
Wakefield,
Massachusetts
|
$3.6万
|
–
|
–
|
–
|
|
|
1907
|
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
|
$3.6万
|
–
|
–
|
–
|
|
|
1908
|
SOA Wealth Advisors
New York
|
$3.59万
|
+$43.9万
|
+4,913
|
+1,638%
|
|
|
1909
|
BankPlus Trust Department
Jackson,
Mississippi
|
$3.58万
|
–
|
–
|
–
|
|
|
1910
|
Chesapeake Asset Management
New York
|
$3.52万
|
–
|
–
|
–
|
|
|
1911
|
Crewe Advisors
Salt Lake City,
Utah
|
$3.41万
|
+$2.04万
|
+229
|
+227%
|
|
|
1912
|
Sankala Group
Lyons,
Colorado
|
$3.39万
|
+$625
|
+7
|
+2%
|
|
|
1913
|
Hoey Investments
Coatesville,
Pennsylvania
|
$3.34万
|
-$6.04万
|
-677
|
-68%
|
|
|
1914
|
MB, Levis & Associates
Center Valley,
Pennsylvania
|
$3.32万
|
+$179
|
+2
|
+0.6%
|
|
|
1915
|
Torren Management
San Diego,
California
|
$3.32万
|
–
|
–
|
–
|
|
|
1916
|
Avion Wealth
The Woodlands,
Texas
|
$3.2万
|
+$4,374
|
+49
|
+18%
|
|
|
1917
|
Security National Bank of So Dak
Sioux City,
Iowa
|
$3.19万
|
+$2.75万
|
+308
|
新規
|
|
|
1918
|
Dunhill Financial
London,
United Kingdom
|
$3.19万
|
+$1,428
|
+16
|
+5%
|
|
|
1919
|
CBIZ Investment Advisory Services
Independence,
Ohio
|
$3.11万
|
–
|
–
|
–
|
|
|
1920
|
Coastline Trust
Providence,
Rhode Island
|
$3.1万
|
–
|
–
|
–
|
|
|
1921
|
Timbuktu Capital Management
Boston,
Massachusetts
|
$3.1万
|
+$2.68万
|
+300
|
新規
|
|
|
1922
|
J. Safra Asset Management
New York
|
$3.04万
|
-$1.66万
|
-186
|
-39%
|
|
|
1923
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$3.02万
|
+$1.74万
|
+195
|
+201%
|
|
|
1924
|
Olistico Wealth
Tulsa,
Oklahoma
|
$3万
|
–
|
–
|
–
|
|
|
1925
|
Bellevue Asset Management
Bellevue,
Washington
|
$2.97万
|
+$714
|
+8
|
+3%
|
|
