|
1926
|
Coppell Advisory Solutions
Coppell,
Texas
|
$42.7万
|
+$51.5万
|
+4,268
|
新規
|
|
|
1927
|
Strategic Planning Group
Bountiful,
Utah
|
$42.5万
|
+$241
|
+2
|
+0.1%
|
|
|
1928
|
Kachkovsky & Fisher Inc
San Diego,
California
|
$42.5万
|
+$41.3万
|
+3,422
|
新規
|
|
|
1929
|
Advocate Investing Services
Woodbine,
Maryland
|
$42.5万
|
–
|
–
|
–
|
|
|
1930
|
Novare Capital Management
Charlotte,
North Carolina
|
$42.3万
|
–
|
–
|
–
|
|
|
1931
|
TritonPoint Wealth
Chevy Chase,
Maryland
|
$42.3万
|
–
|
–
|
–
|
|
|
1932
|
Wood Tarver Financial Group
Boise,
Idaho
|
$42.2万
|
–
|
–
|
–
|
|
|
1933
|
Berkeley Inc
Boise,
Idaho
|
$42万
|
-$241
|
-2
|
-0.1%
|
|
|
1934
|
Putney Financial Group
San Rafael,
California
|
$41.8万
|
–
|
–
|
–
|
|
|
1935
|
Braun Stacey Associates
New York
|
$41.7万
|
+$4.29万
|
+356
|
+12%
|
|
|
1936
|
Opal Wealth Advisors
Jericho,
New York
|
$41.6万
|
+$1.63万
|
+135
|
+4%
|
|
|
1937
|
LMCG Investments
Boston,
Massachusetts
|
$41.4万
|
-$9,524
|
-79
|
-2%
|
|
|
1938
|
PlanWiser Financial
Colorado Springs,
Colorado
|
$41.4万
|
-$1.83万
|
-152
|
-4%
|
|
|
1939
|
Cedar Wealth Management
Walnut Creek,
California
|
$41.3万
|
+$121
|
+1
|
+0%
|
|
|
1940
|
Bank of Stockton
Stockton,
California
|
$41.2万
|
-$2.41万
|
-200
|
-6%
|
|
|
1941
|
Intellus Advisors
Naples,
Florida
|
$41.2万
|
–
|
–
|
–
|
|
|
1942
|
Investor's Fiduciary Advisor Network
Snoqualmie,
Washington
|
$41.1万
|
-$7,474
|
-62
|
-2%
|
|
|
1943
|
Planning Center Inc
Moline,
Illinois
|
$41.1万
|
-$4.82万
|
-400
|
-11%
|
|
|
1944
|
Essential Investment Partners
Englewood,
Colorado
|
$41.1万
|
–
|
–
|
–
|
|
|
1945
|
Alessandra Capital Management
Torrance,
California
|
$41万
|
–
|
–
|
–
|
|
|
1946
|
Aspect Partners
Fairfax,
Virginia
|
$41万
|
–
|
–
|
–
|
|
|
1947
|
Abbot Financial Management
Andover,
Massachusetts
|
$40.9万
|
-$2.31万
|
-192
|
-6%
|
|
|
1948
|
M3 Advisory Group
Needham Heights,
Massachusetts
|
$40.8万
|
+$121
|
+1
|
+0%
|
|
|
1949
|
Parker Investment Management
Menlo Park,
California
|
$40.8万
|
–
|
–
|
–
|
|
|
1950
|
Proficio Capital Partners
Newton,
Massachusetts
|
$40.7万
|
+$2.89万
|
+240
|
+8%
|
|
