|
1901
|
Renaissance Investment Group
Lenox,
Massachusetts
|
$23.1万
|
–
|
–
|
–
|
|
|
1902
|
Compass Financial Group (South Dakota)
Sioux Falls,
South Dakota
|
$23.1万
|
–
|
–
|
–
|
|
|
1903
|
Heritage Investors Management Corp
Bethesda,
Maryland
|
$23.1万
|
+$22.7万
|
+1,614
|
新規
|
|
|
1904
|
River Wealth Advisors
Camp Hill,
Pennsylvania
|
$23.1万
|
+$141
|
+1
|
+0.1%
|
|
|
1905
|
Capital Wealth Planning
Naples,
Florida
|
$23万
|
-$2.13万
|
-151
|
-9%
|
|
|
1906
|
Key Financial Inc
West Chester,
Pennsylvania
|
$23万
|
+$3,097
|
+22
|
+1%
|
|
|
1907
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$22.9万
|
+$3,660
|
+26
|
+2%
|
|
|
1908
|
Ted Buchan & Co
San Diego,
California
|
$22.9万
|
–
|
–
|
–
|
|
|
1909
|
First Growth Capital
Pikesville,
Maryland
|
$22.8万
|
+$1,548
|
+11
|
+0.7%
|
|
|
1910
|
TCFG Investment Advisors
Laguna Niguel,
California
|
$22.7万
|
+$5,630
|
+40
|
+3%
|
|
|
1911
|
Cullen Investment Group
Lafayette,
Louisiana
|
$22.7万
|
-$4,082
|
-29
|
-2%
|
|
|
1912
|
STALEY CAPITAL ADVISERS
Pittsburgh,
Pennsylvania
|
$22.7万
|
–
|
–
|
–
|
|
|
1913
|
Baldwin Investment Management
West Conshohocken,
Pennsylvania
|
$22.7万
|
–
|
–
|
–
|
|
|
1914
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$22.6万
|
+$2.08万
|
+148
|
+10%
|
|
|
1915
|
|
$22.6万
|
–
|
–
|
–
|
|
|
1916
|
Tillman Hartley LLC
Denver,
Colorado
|
$22.5万
|
-$6,053
|
-43
|
-3%
|
|
|
1917
|
Academy Capital Management
Waco,
Texas
|
$22.4万
|
+$22.1万
|
+1,567
|
新規
|
|
|
1918
|
Financial Network Wealth Management
Draper,
Utah
|
$22.3万
|
–
|
–
|
–
|
|
|
1919
|
CRA Financial Services
Northfield,
New Jersey
|
$22.3万
|
+$21.9万
|
+1,554
|
新規
|
|
|
1920
|
Cassaday & Co Wealth Management
Mclean,
Virginia
|
$22.2万
|
–
|
–
|
–
|
|
|
1921
|
Aspiriant LLC
Los Angeles,
California
|
$22万
|
+$21.6万
|
+1,538
|
新規
|
|
|
1922
|
Rockline Wealth Management
Plainview,
New York
|
$22万
|
–
|
–
|
–
|
|
|
1923
|
Brendel Financial Advisors
Hanover,
New Hampshire
|
$22万
|
-$4.93万
|
-350
|
-19%
|
|
|
1924
|
Worthington Financial Partners
Worthington,
Ohio
|
$22万
|
-$8.09万
|
-575
|
-27%
|
|
|
1925
|
Advisornet Financial
Minnetonka,
Minnesota
|
$21.9万
|
+$4,082
|
+29
|
+2%
|
|
