|
1901
|
Clear Wave Wealth Management
Red Bank,
New Jersey
|
$86.5万
|
+$2.25万
|
+22
|
+3%
|
|
|
1902
|
Wealth Intelligence
Columbus,
Georgia
|
$86.4万
|
-$25.1万
|
-246
|
-25%
|
|
|
1903
|
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
$86.4万
|
-$6,124
|
-6
|
-0.8%
|
|
|
1904
|
Basecamp Wealth Advisors
Bellevue,
Washington
|
$86.3万
|
-$1,021
|
-1
|
-0.1%
|
|
|
1905
|
OneFund LLC
Saint Petersburg,
Florida
|
$86.2万
|
-$1.22万
|
-12
|
-2%
|
|
|
1906
|
Truepoint Inc
Cincinnati,
Ohio
|
$86.2万
|
-$5.92万
|
-58
|
-7%
|
|
|
1907
|
Signature Wealth Management Partners
Montvale,
New Jersey
|
$86.1万
|
-$5.1万
|
-50
|
-6%
|
|
|
1908
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$86万
|
-$8.06万
|
-79
|
-10%
|
|
|
1909
|
Brady Martz Wealth Solutions
Grand Forks,
North Dakota
|
$85.9万
|
+$35.8万
|
+351
|
+92%
|
|
|
1910
|
United Advisor Group
Cincinnati,
Ohio
|
$85.9万
|
+$18.4万
|
+180
|
+33%
|
|
|
1911
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$85.8万
|
-$9,186
|
-9
|
-1%
|
|
|
1912
|
WJ Financial Advisors
Killingworth,
Connecticut
|
$85.8万
|
-$1,021
|
-1
|
-0.1%
|
|
|
1913
|
Old Mission Investment Co
Traverse City,
Michigan
|
$85.4万
|
+$1,021
|
+1
|
+0.1%
|
|
|
1914
|
|
$85.4万
|
+$1.22万
|
+12
|
+2%
|
|
|
1915
|
Clearwave Capital
Upland,
California
|
$85.1万
|
+$20.6万
|
+202
|
+39%
|
|
|
1916
|
Third View Private Wealth
Westport,
Connecticut
|
$85.1万
|
+$73.9万
|
+724
|
新規
|
|
|
1917
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$84.8万
|
–
|
–
|
–
|
|
|
1918
|
Purpose Unlimited Inc
Toronto,
|
$84.8万
|
+$12.5万
|
+122
|
+20%
|
|
|
1919
|
First American Trust
Santa Ana,
California
|
$84.7万
|
-$4.29万
|
-42
|
-6%
|
|
|
1920
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$84.6万
|
+$3.06万
|
+30
|
+4%
|
|
|
1921
|
Legacy Financial Strategies
Overland Park,
Kansas
|
$84.5万
|
+$5.92万
|
+58
|
+9%
|
|
|
1922
|
New Covenant Trust Company
Jeffersonville,
Indiana
|
$84.5万
|
+$27.6万
|
+270
|
+60%
|
|
|
1923
|
Retirement Capital Strategies
San Jose,
California
|
$84.2万
|
-$3,062
|
-3
|
-0.4%
|
|
|
1924
|
Northwest Wealth Management
Spencer,
Iowa
|
$84.1万
|
-$9,186
|
-9
|
-1%
|
|
|
1925
|
Highline Wealth Partners
Sherman Oaks,
California
|
$84万
|
+$32.5万
|
+318
|
+80%
|
|
