|
1901
|
High Note Wealth
Deephaven,
Minnesota
|
$5,113
|
+$1,473
|
+6
|
+43%
|
|
|
1902
|
Clark Wealth Partners
O'fallon,
Illinois
|
$4,858
|
-$3.98万
|
-162
|
-90%
|
|
|
1903
|
Atwood & Palmer
Kansas City,
Missouri
|
$4,858
|
–
|
–
|
–
|
|
|
1904
|
Decker Retirement Planning
Levi,
Utah
|
$4,858
|
+$4,665
|
+19
|
新規
|
|
|
1905
|
WealthCollab
Bellevue,
Washington
|
$4,347
|
–
|
–
|
–
|
|
|
1906
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$4,301
|
–
|
–
|
–
|
|
|
1907
|
Roxbury Financial
Mount Arlington,
New Jersey
|
$4,147
|
–
|
–
|
–
|
|
|
1908
|
Principia Wealth Advisory
Dallas,
Texas
|
$4,091
|
+$491
|
+2
|
+14%
|
|
|
1909
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$3,836
|
–
|
–
|
–
|
|
|
1910
|
Triumph Capital Management
Denver,
Colorado
|
$3,835
|
-$246
|
-1
|
-6%
|
|
|
1911
|
American Capital Advisory
Ketchum,
Idaho
|
$3,580
|
+$737
|
+3
|
+27%
|
|
|
1912
|
Hollencrest Capital Management
Newport Beach,
California
|
$3,579
|
–
|
–
|
–
|
|
|
1913
|
|
$3,068
|
+$2,946
|
+12
|
新規
|
|
|
1914
|
Fulcrum Asset Management
London,
United Kingdom
|
$2,851
|
-$420万
|
-17,099
|
-100%
|
|
|
1915
|
Quaker Wealth Management
Moorestown,
New Jersey
|
$2,813
|
+$246
|
+1
|
+10%
|
|
|
1916
|
William B. Walkup & Associates
Columbia,
South Carolina
|
$2,812
|
+$2,701
|
+11
|
新規
|
|
|
1917
|
DecisionPoint Financial
Mesa,
Arizona
|
$2,649
|
+$1,228
|
+5
|
+100%
|
|
|
1918
|
Activest Wealth Management
Aventure,
Florida
|
$2,557
|
-$6,138
|
-25
|
-71%
|
|
|
1919
|
NBT Bank
Norwich,
New York
|
$2,557
|
–
|
–
|
–
|
|
|
1920
|
Richard W. Paul & Associates
Novi,
Michigan
|
$2,557
|
–
|
–
|
–
|
|
|
1921
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$2,301
|
–
|
–
|
–
|
|
|
1922
|
Persistent Asset Partners
Hong Kong
|
$2,301
|
+$2,210
|
+9
|
新規
|
|
|
1923
|
Banque Cantonale Vaudoise
Lausanne,
Switzerland
|
$2,239
|
+$97.3万
|
+3,965
|
+83%
|
|
|
1924
|
Mowery & Schoenfeld Wealth Management
Lincolnshire,
Illinois
|
$2,046
|
–
|
–
|
–
|
|
|
1925
|
Planning Strategies
Lancaster,
Pennsylvania
|
$2,045
|
+$1,964
|
+8
|
新規
|
|
