|
1901
|
Abel Hall LLC
Baton Rouge,
Louisiana
|
$35.9万
|
-$1.77万
|
-222
|
-5%
|
|
|
1902
|
Austin Asset Management
Austin,
Texas
|
$35.9万
|
+$6.25万
|
+784
|
+22%
|
|
|
1903
|
1015 Capital Partners
Pottstown,
Pennsylvania
|
$35.8万
|
+$1.45万
|
+182
|
+4%
|
|
|
1904
|
Baldwin Investment Management
West Conshohocken,
Pennsylvania
|
$35.8万
|
+$34.5万
|
+4,324
|
新規
|
|
|
1905
|
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
$35.6万
|
+$34.3万
|
+4,301
|
新規
|
|
|
1906
|
Wrenne Financial Planning
Lexington,
Kentucky
|
$35.5万
|
-$1,514
|
-19
|
-0.4%
|
|
|
1907
|
Axis Wealth Partners
East Providence,
Rhode Island
|
$35.5万
|
+$1.62万
|
+203
|
+5%
|
|
|
1908
|
|
$35.4万
|
–
|
–
|
–
|
|
|
1909
|
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
|
$35.4万
|
+$1.95万
|
+245
|
+6%
|
|
|
1910
|
Dynamic Financial Group
Cedar Falls,
Iowa
|
$35.4万
|
-$7,174
|
-90
|
-2%
|
|
|
1911
|
Donaldson Capital Management
Evansville,
Indiana
|
$35.4万
|
+$717
|
+9
|
+0.2%
|
|
|
1912
|
Prism Planning Partners
Libertyville,
Illinois
|
$35.2万
|
-$1.83万
|
-229
|
-5%
|
|
|
1913
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$35.1万
|
–
|
–
|
–
|
|
|
1914
|
Fermata Advisors
Sonoma,
California
|
$35.1万
|
+$5.4万
|
+677
|
+19%
|
|
|
1915
|
RAM Investment Partners
Bellevue,
Washington
|
$35.1万
|
+$1.85万
|
+232
|
+6%
|
|
|
1916
|
My Personal CFO LLC
Vancouver,
Washington
|
$35.1万
|
-$11.4万
|
-1,431
|
-25%
|
|
|
1917
|
Farmers National Bank
Danville,
Kentucky
|
$35.1万
|
–
|
–
|
–
|
|
|
1918
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$35.1万
|
+$25万
|
+3,141
|
+288%
|
|
|
1919
|
Keener Financial Planning
Keller,
Texas
|
$35万
|
+$1.63万
|
+204
|
+5%
|
|
|
1920
|
Arlington Financial Advisors
Santa Barbara,
California
|
$34.9万
|
-$80
|
-1
|
-0%
|
|
|
1921
|
Clear Wave Wealth Management
Red Bank,
New Jersey
|
$34.9万
|
+$717
|
+9
|
+0.2%
|
|
|
1922
|
Petra Financial Advisors
Colorado Srpings,
Colorado
|
$34.8万
|
+$33.5万
|
+4,199
|
新規
|
|
|
1923
|
Monograph Wealth Advisors
Manhattan Beach,
California
|
$34.7万
|
+$5.68万
|
+712
|
+20%
|
|
|
1924
|
Port Capital
Chicago,
Illinois
|
$34.6万
|
+$33.3万
|
+4,182
|
新規
|
|
|
1925
|
Clune & Associates
Chicago,
Illinois
|
$34.5万
|
-$16万
|
-2,002
|
-32%
|
|
