|
1901
|
Saxon Interests
Houston,
Texas
|
$101万
|
-$10.6万
|
-419
|
-10%
|
|
|
1902
|
Marietta Wealth Management
Marietta,
Georgia
|
$101万
|
+$3.2万
|
+127
|
+4%
|
|
|
1903
|
Jackson Grant Investment Advisers
Stamford,
Connecticut
|
$101万
|
+$1,008
|
+4
|
+0.1%
|
|
|
1904
|
Univest Financial
Souderton,
Pennsylvania
|
$101万
|
+$25.6万
|
+1,016
|
+40%
|
|
|
1905
|
Alliance Wealth Advisors (Utah)
Centerville,
Utah
|
$101万
|
-$43.3万
|
-1,720
|
-32%
|
|
|
1906
|
Abacus Planning Group
Columbia,
South Carolina
|
$101万
|
+$1.23万
|
+49
|
+1%
|
|
|
1907
|
Horizon Kinetics Asset Management
New York
|
$100万
|
-$3,779
|
-15
|
-0.4%
|
|
|
1908
|
IMA Advisory Services
Denver,
Colorado
|
$100万
|
+$20.2万
|
+801
|
+29%
|
|
|
1909
|
Basso Capital Management
Stamford,
Connecticut
|
$100万
|
-$8.44万
|
-335
|
-9%
|
|
|
1910
|
Peoples Financial Services Corp
Moosic,
Pennsylvania
|
$100万
|
-$1.26万
|
-50
|
-1%
|
|
|
1911
|
|
$100万
|
+$89.2万
|
+3,542
|
新規
|
|
|
1912
|
Biltmore Family Office
Charlotte,
North Carolina
|
$99.4万
|
-$3.22万
|
-128
|
-3%
|
|
|
1913
|
Mitchell Sinkler & Starr
Philadelphia,
Pennsylvania
|
$99.3万
|
+$3,779
|
+15
|
+0.4%
|
|
|
1914
|
Investment Advisory Services
The Woodlands,
Texas
|
$99.2万
|
+$6,551
|
+26
|
+0.7%
|
|
|
1915
|
Middleton & Co
Boston,
Massachusetts
|
$99万
|
+$44万
|
+1,745
|
+98%
|
|
|
1916
|
Intergy Private Wealth
Colorado Springs,
Colorado
|
$98.8万
|
+$1.26万
|
+50
|
+1%
|
|
|
1917
|
South Dakota Investment Council
Sioux Falls,
South Dakota
|
$98.8万
|
-$2.52万
|
-100
|
-3%
|
|
|
1918
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$98.7万
|
–
|
–
|
–
|
|
|
1919
|
Symphony Financial
Houston,
Texas
|
$98.6万
|
+$27.4万
|
+1,087
|
+44%
|
|
|
1920
|
Wright Investors Service
Shelton,
Connecticut
|
$98.5万
|
-$49.8万
|
-1,975
|
-36%
|
|
|
1921
|
Monetta Financial Services
Wheaton,
Illinois
|
$98.4万
|
+$88.2万
|
+3,500
|
新規
|
|
|
1922
|
Institute for Wealth Management
Denver,
Colorado
|
$98.4万
|
+$9,070
|
+36
|
+1%
|
|
|
1923
|
CWC Advisors
Lake Oswego,
Oregon
|
$98.4万
|
+$1.66万
|
+66
|
+2%
|
|
|
1924
|
Torrey Growth & Income Advisors
Del Mar,
California
|
$98.3万
|
-$5.04万
|
-200
|
-5%
|
|
|
1925
|
Alessandra Capital Management
Torrance,
California
|
$98.1万
|
-$42.7万
|
-1,695
|
-33%
|
|
