|
1876
|
Pflug Koory
Omaha,
Nebraska
|
$50万
|
–
|
–
|
–
|
|
|
1877
|
S.A. Mason
Holland,
Michigan
|
$49.9万
|
–
|
–
|
–
|
|
|
1878
|
Layline Advisors
Rochester,
New York
|
$49.9万
|
-$8,430
|
-30
|
-2%
|
|
|
1879
|
Stonebridge Financial Group (Pennsylvania)
Wormleysburg,
Pennsylvania
|
$49.8万
|
+$9.6万
|
+340
|
+26%
|
|
|
1880
|
AFG Fiduciary Services
Hingham,
Massachusetts
|
$49.7万
|
-$65.3万
|
-2,324
|
-58%
|
|
|
1881
|
First Interstate Bank
Billings,
Montana
|
$49.7万
|
+$19.8万
|
+705
|
+74%
|
|
|
1882
|
Zullo Investment Group
Scranton,
Pennsylvania
|
$49.7万
|
–
|
–
|
–
|
|
|
1883
|
Apollon Financial
Mount Pleasant,
South Carolina
|
$49.6万
|
+$3,091
|
+11
|
+0.7%
|
|
|
1884
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$49.6万
|
–
|
–
|
–
|
|
|
1885
|
Inlet Private Wealth
Jupiter,
Florida
|
$49.5万
|
–
|
–
|
–
|
|
|
1886
|
Ducere Wealth Management
Newport Beach,
California
|
$49.2万
|
-$24.6万
|
-876
|
-35%
|
|
|
1887
|
Noble Wealth Management PBC
Greenwood Village,
Colorado
|
$49.2万
|
+$13.2万
|
+470
|
+40%
|
|
|
1888
|
Legend Capital Advisors
New York
|
$49.2万
|
–
|
–
|
–
|
|
|
1889
|
Summit Wealth Group
White River Junction,
Vermont
|
$49.2万
|
-$5.31万
|
-189
|
-10%
|
|
|
1890
|
180 Wealth Advisors
Federal Way,
Washington
|
$49.1万
|
+$7,306
|
+26
|
+2%
|
|
|
1891
|
Truepoint Inc
Cincinnati,
Ohio
|
$48.9万
|
–
|
–
|
–
|
|
|
1892
|
Westover Capital Advisors
Wilmington,
Delaware
|
$48.9万
|
–
|
–
|
–
|
|
|
1893
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$48.9万
|
-$6,463
|
-23
|
-1%
|
|
|
1894
|
Plotkin Financial Advisors
Chevy Chase,
Maryland
|
$48.8万
|
+$2.75万
|
+98
|
+6%
|
|
|
1895
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$48.8万
|
-$2.87万
|
-102
|
-6%
|
|
|
1896
|
Investmark Advisory Group
Shelton,
Connecticut
|
$48.8万
|
+$562
|
+2
|
+0.1%
|
|
|
1897
|
Northstar Financial Companies
Conshohocken,
Pennsylvania
|
$48.4万
|
+$7,306
|
+26
|
+2%
|
|
|
1898
|
Harrington Investments
Napa,
California
|
$48.4万
|
–
|
–
|
–
|
|
|
1899
|
Sentinel Advisory Group
Middleton,
Wisconsin
|
$48.2万
|
–
|
–
|
–
|
|
|
1900
|
McMillan Office
St. Clair Shores,
Michigan
|
$48.1万
|
–
|
–
|
–
|
|
