|
1901
|
Falcon Wealth Planning
Ontario,
California
|
$38.4万
|
+$25.3万
|
+1,274
|
新規
|
|
|
1902
|
Capital Investment Management
Lees Summit,
Missouri
|
$38.3万
|
-$8.71万
|
-439
|
-26%
|
|
|
1903
|
Sittner & Nelson
Eugene,
Oregon
|
$38.3万
|
–
|
–
|
–
|
|
|
1904
|
Emerald Investment Advisers
Leola,
Pennsylvania
|
$38.3万
|
+$25.2万
|
+1,270
|
新規
|
|
|
1905
|
Whalerock Point Partners
Providence,
Rhode Island
|
$38.3万
|
+$25.2万
|
+1,270
|
新規
|
|
|
1906
|
Andina Capital Management
Lehi,
Utah
|
$38.2万
|
-$38.6万
|
-1,944
|
-61%
|
|
|
1907
|
Topsail Wealth Management
Charlotte,
North Carolina
|
$38万
|
+$25万
|
+1,260
|
新規
|
|
|
1908
|
Fortis Capital Management
Bellevue,
Washington
|
$37.9万
|
+$25万
|
+1,257
|
新規
|
|
|
1909
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$37.7万
|
–
|
–
|
–
|
|
|
1910
|
Palladiem
Bryn Mawr,
Pennsylvania
|
$37.7万
|
+$5.16万
|
+260
|
+26%
|
|
|
1911
|
Mitchell & Pahl Private Wealth
Oklahoma City,
Oklahoma
|
$37.7万
|
+$24.8万
|
+1,250
|
新規
|
|
|
1912
|
Willow Creek Capital Management
Missoula,
Montana
|
$37.7万
|
+$24.8万
|
+1,250
|
新規
|
|
|
1913
|
Skyline Advisors
Bellingham,
Washington
|
$37.6万
|
-$2.68万
|
-135
|
-10%
|
|
|
1914
|
Sage Rhino Capital
Menlo Park,
California
|
$37.5万
|
+$24.7万
|
+1,243
|
新規
|
|
|
1915
|
Foresight Capital Management Advisors
Saline,
Michigan
|
$37.5万
|
-$4.53万
|
-228
|
-16%
|
|
|
1916
|
Allodium Investment Consultants
Minneapolis,
Minnesota
|
$37.4万
|
+$24.6万
|
+1,240
|
新規
|
|
|
1917
|
SGL Investment Advisors
Missoula,
Montana
|
$37.3万
|
+$38.4万
|
+1,934
|
新規
|
|
|
1918
|
Onyx Bridge Wealth Group
Tarrytown,
New York
|
$37.2万
|
+$24.5万
|
+1,232
|
新規
|
|
|
1919
|
Prairie Advisory
Leawood,
Kansas
|
$37.1万
|
+$24.4万
|
+1,231
|
新規
|
|
|
1920
|
Forte Asset Management
Bedford,
New York
|
$37.1万
|
+$24.4万
|
+1,230
|
新規
|
|
|
1921
|
Global Financial Private Client
Sarasota,
Florida
|
$37万
|
+$24.3万
|
+1,225
|
新規
|
|
|
1922
|
Stegent Equity Advisors
Houston,
Texas
|
$36.9万
|
+$24.3万
|
+1,223
|
新規
|
|
|
1923
|
Mowery & Schoenfeld Wealth Management
Lincolnshire,
Illinois
|
$36.8万
|
–
|
–
|
–
|
|
|
1924
|
Key Financial Inc
West Chester,
Pennsylvania
|
$36.8万
|
–
|
–
|
–
|
|
|
1925
|
Puff Wealth Management
Haddonfield,
New Jersey
|
$36.7万
|
+$24.2万
|
+1,217
|
新規
|
|
