|
1901
|
Delta Investment Management
San Francisco,
California
|
$345万
|
+$1.05万
|
+45
|
+0.3%
|
|
|
1902
|
Quotient Wealth Partners
Dallas,
Texas
|
$345万
|
-$9.8万
|
-419
|
-3%
|
|
|
1903
|
Murphy Pohlad Asset Management
Eden Prairie,
Minnesota
|
$345万
|
–
|
–
|
–
|
|
|
1904
|
Wilkinson Global Asset Management
New York
|
$345万
|
-$2.1万
|
-90
|
-0.7%
|
|
|
1905
|
TigerOak Management
Albuquerque,
New Mexico
|
$345万
|
+$3.1万
|
+133
|
+1%
|
|
|
1906
|
Jackson Grant Investment Advisers
Stamford,
Connecticut
|
$344万
|
-$5.01万
|
-215
|
-2%
|
|
|
1907
|
River Wealth Advisors
Camp Hill,
Pennsylvania
|
$344万
|
-$2.47万
|
-106
|
-0.8%
|
|
|
1908
|
American State Bank (Iowa)
Sioux Center,
Iowa
|
$343万
|
+$20.6万
|
+885
|
+7%
|
|
|
1909
|
Boxwood Ventures
Chicago,
Illinois
|
$342万
|
–
|
–
|
–
|
|
|
1910
|
XXI Wealth LLC
Chicago,
Illinois
|
$342万
|
-$5.31万
|
-228
|
-2%
|
|
|
1911
|
Sentinus LLC
Oak Brook,
Illinois
|
$341万
|
+$26.9万
|
+1,155
|
+9%
|
|
|
1912
|
Forum Finance Group
Geneva,
|
$341万
|
-$233
|
-1
|
-0%
|
|
|
1913
|
FLC Capital Advisors
Palm Desert,
California
|
$340万
|
-$8.25万
|
-354
|
-3%
|
|
|
1914
|
Simplex Trading
Chicago,
Illinois
|
$340万
|
+$312万
|
+13,397
|
新規
|
|
|
1915
|
Summit Wealth Partners
Orlando,
Florida
|
$340万
|
-$2.73万
|
-117
|
-0.9%
|
|
|
1916
|
Jeppson Wealth Management
Manhattan Beach,
California
|
$340万
|
-$11.9万
|
-510
|
-4%
|
|
|
1917
|
Interchange Capital Partners
Pittsburgh,
Pennsylvania
|
$340万
|
+$199万
|
+8,520
|
+176%
|
|
|
1918
|
GeoWealth Management
Chicago,
Illinois
|
$339万
|
-$47.8万
|
-2,053
|
-13%
|
|
|
1919
|
OMC Financial Services
Dewitt,
New York
|
$339万
|
-$1.54万
|
-66
|
-0.5%
|
|
|
1920
|
Sittner & Nelson
Eugene,
Oregon
|
$339万
|
-$4.71万
|
-202
|
-1%
|
|
|
1921
|
OneAscent Financial Services
Birmingham,
Alabama
|
$339万
|
+$2.07万
|
+89
|
+0.7%
|
|
|
1922
|
Adapt Wealth Advisors
Atlanta,
Georgia
|
$338万
|
-$72.2万
|
-3,100
|
-19%
|
|
|
1923
|
River Street Advisors
Aurora,
Illinois
|
$338万
|
+$4.64万
|
+199
|
+2%
|
|
|
1924
|
KPP Advisory Services
Louisville,
Kentucky
|
$338万
|
-$5.76万
|
-247
|
-2%
|
|
|
1925
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$338万
|
+$14.7万
|
+629
|
+5%
|
|
