|
1901
|
Gilbert & Cook
West Des Moines,
Iowa
|
$86.7万
|
+$4,301
|
+15
|
+0.5%
|
|
|
1902
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$86.7万
|
-$6.88万
|
-240
|
-7%
|
|
|
1903
|
Ignite Planners
San Clemente,
California
|
$86.6万
|
+$2.92万
|
+102
|
+3%
|
|
|
1904
|
BIP Wealth
Atlanta,
Georgia
|
$86.2万
|
+$25.3万
|
+883
|
+38%
|
|
|
1905
|
Capula Management
Grand Cayman,
Cayman Islands
|
$86.2万
|
-$101万
|
-3,533
|
-53%
|
|
|
1906
|
Lesa Sroufe & Co
Seattle,
Washington
|
$86.2万
|
–
|
–
|
–
|
|
|
1907
|
CastleKeep Investment Advisors
Westport,
Connecticut
|
$86.1万
|
-$6.6万
|
-230
|
-7%
|
|
|
1908
|
Thrive Wealth Management
Audubon,
Pennsylvania
|
$86万
|
-$1.12万
|
-39
|
-1%
|
|
|
1909
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$86万
|
+$1.03万
|
+36
|
+1%
|
|
|
1910
|
E.S. Barr & Co
Lexington,
Kentucky
|
$85.7万
|
-$3.18万
|
-111
|
-3%
|
|
|
1911
|
EJMK Ventures
Itasca,
Illinois
|
$85.5万
|
-$10.2万
|
-356
|
-10%
|
|
|
1912
|
Beaumont Asset Management
Beaumont,
Texas
|
$85.5万
|
+$90.7万
|
+3,163
|
新規
|
|
|
1913
|
Quadcap Wealth Management
Frisco,
Texas
|
$85.4万
|
+$17.5万
|
+611
|
+24%
|
|
|
1914
|
GDS Wealth Management
Flower Mound,
Texas
|
$85.3万
|
+$6,308
|
+22
|
+0.7%
|
|
|
1915
|
TLWM Financial
San Antonio,
Texas
|
$85.3万
|
-$2.12万
|
-74
|
-2%
|
|
|
1916
|
Partnership Wealth Management
Towson,
Maryland
|
$85.3万
|
–
|
–
|
–
|
|
|
1917
|
Cottonwood Capital Advisors
Salt Lake City,
Utah
|
$85.2万
|
-$287
|
-1
|
-0%
|
|
|
1918
|
Fourth Dimension Wealth
Middleburg Heights,
Ohio
|
$85.1万
|
+$27.7万
|
+967
|
+44%
|
|
|
1919
|
Keebeck Wealth Management
Chicago,
Illinois
|
$85.1万
|
-$6.77万
|
-236
|
-7%
|
|
|
1920
|
Consolidated Planning Corp
Atlanta,
Georgia
|
$84.8万
|
+$3.56万
|
+124
|
+4%
|
|
|
1921
|
Odyssean LLC
Darien,
Connecticut
|
$84.5万
|
+$42.1万
|
+1,468
|
+88%
|
|
|
1922
|
Dickmeyer Boyce Financial Management
Fort Wayne,
Indiana
|
$84.5万
|
+$11.9万
|
+415
|
+15%
|
|
|
1923
|
Union Savings Bank
Litchfield,
Connecticut
|
$84.5万
|
-$22.4万
|
-781
|
-20%
|
|
|
1924
|
FourThought Financial Partners
Venice,
Florida
|
$84.3万
|
+$1.23万
|
+43
|
+1%
|
|
|
1925
|
Orrstown Financial Services
Harrisburg,
Pennsylvania
|
$84.3万
|
-$2,581
|
-9
|
-0.3%
|
|
