|
1901
|
Capital Square
Chattanooga,
Tennessee
|
$39.5万
|
+$2.92万
|
+304
|
+8%
|
|
|
1902
|
Modus Advisors
Excelsior,
Minnesota
|
$39.4万
|
–
|
–
|
–
|
|
|
1903
|
Granville Capital
Greensboro,
North Carolina
|
$39.3万
|
+$864
|
+9
|
+0.2%
|
|
|
1904
|
IF Advisors
San Antonio,
Texas
|
$39.3万
|
–
|
–
|
–
|
|
|
1905
|
Pennington Partners & Co
Bethesda,
Maryland
|
$39.3万
|
-$5.13万
|
-534
|
-12%
|
|
|
1906
|
GreatBanc Trust
Lisle,
Illinois
|
$39.2万
|
+$39万
|
+4,063
|
新規
|
|
|
1907
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$39.1万
|
+$9,701
|
+101
|
+3%
|
|
|
1908
|
Capstone Wealth Management Group (Pennsylvania)
Clarks Green,
Pennsylvania
|
$39.1万
|
+$11.5万
|
+1,198
|
+42%
|
|
|
1909
|
ESL Trust Services
Rochester,
New York
|
$39.1万
|
–
|
–
|
–
|
|
|
1910
|
Client 1st Advisory Group
Dunedin,
Florida
|
$39.1万
|
+$5.27万
|
+549
|
+16%
|
|
|
1911
|
Holcombe Financial
Atlanta,
Georgia
|
$39万
|
-$2.78万
|
-289
|
-7%
|
|
|
1912
|
Secure Asset Management
Troy,
Michigan
|
$38.8万
|
-$1.11万
|
-116
|
-3%
|
|
|
1913
|
One Day In July LLC
Burlington,
Vermont
|
$38.4万
|
-$961
|
-10
|
-0.3%
|
|
|
1914
|
QTR Family Wealth
Lake Mary,
Florida
|
$38.4万
|
+$2,017
|
+21
|
+0.5%
|
|
|
1915
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$38.2万
|
-$2.12万
|
-221
|
-5%
|
|
|
1916
|
Cove Private Wealth
Oyster Bay Cove,
New York
|
$38.2万
|
+$5.55万
|
+578
|
+17%
|
|
|
1917
|
WPG Advisers
Baltimore,
Maryland
|
$38.2万
|
-$2,113
|
-22
|
-0.6%
|
|
|
1918
|
Twelve Points Wealth Management
Concord,
Massachusetts
|
$38.1万
|
-$1,057
|
-11
|
-0.3%
|
|
|
1919
|
Geometric Wealth Advisors
Washington,
District of Columbia
|
$38万
|
+$5,763
|
+60
|
+2%
|
|
|
1920
|
Melfa Wealth Management
Westborough,
Massachusetts
|
$38万
|
+$7,972
|
+83
|
+2%
|
|
|
1921
|
Barnes Wealth Management Group
Bakersfield,
California
|
$38万
|
-$6,820
|
-71
|
-2%
|
|
|
1922
|
Landmark Wealth Management (New York)
Melville,
New York
|
$37.9万
|
+$3,074
|
+32
|
+0.8%
|
|
|
1923
|
Commonwealth Retirement Investments
Richmond,
Virginia
|
$37.8万
|
+$2.5万
|
+260
|
+7%
|
|
|
1924
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
$37.8万
|
-$12.3万
|
-1,282
|
-25%
|
|
|
1925
|
Olistico Wealth
Tulsa,
Oklahoma
|
$37.7万
|
+$3.57万
|
+372
|
+11%
|
|
