|
1901
|
Pine Haven Investment Counsel
Fairhaven,
Massachusetts
|
$65.3万
|
+$2.49万
|
+275
|
+4%
|
|
|
1902
|
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
$65.3万
|
-$7.72万
|
-853
|
-10%
|
|
|
1903
|
Capula Management
Grand Cayman,
Cayman Islands
|
$65.1万
|
+$5.13万
|
+567
|
+8%
|
|
|
1904
|
Gateway Investment Advisers
Cincinnati,
Ohio
|
$65万
|
-$39.4万
|
-4,354
|
-37%
|
|
|
1905
|
Clean Yield Group
Norwich,
Vermont
|
$64.6万
|
–
|
–
|
–
|
|
|
1906
|
Asahi Life Asset Management
Tokyo,
Japan
|
$64.5万
|
+$35.4万
|
+3,918
|
+114%
|
|
|
1907
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
$64.5万
|
+$7,417
|
+82
|
+1%
|
|
|
1908
|
Red Door Wealth Management
Memphis,
Tennessee
|
$64.4万
|
+$19.5万
|
+2,151
|
+41%
|
|
|
1909
|
Advisory Advocates
Grand Rapids,
Michigan
|
$64.4万
|
-$7.1万
|
-785
|
-10%
|
|
|
1910
|
Eagle Strategies
New York
|
$64.3万
|
+$1,266
|
+14
|
+0.2%
|
|
|
1911
|
Evexia Wealth
Stevens Point,
Wisconsin
|
$64.1万
|
+$12.7万
|
+1,404
|
+23%
|
|
|
1912
|
Flow Traders U.S.
New York
|
$64.1万
|
+$66万
|
+7,300
|
新規
|
|
|
1913
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$64万
|
+$65.9万
|
+7,289
|
新規
|
|
|
1914
|
Plan A Wealth
Lincoln,
Nebraska
|
$63.8万
|
+$5.75万
|
+636
|
+10%
|
|
|
1915
|
Armbruster Capital Management
Pittsford,
New York
|
$63.8万
|
–
|
–
|
–
|
|
|
1916
|
Accent Capital Management
Centerville,
Ohio
|
$63.8万
|
+$65.7万
|
+7,265
|
新規
|
|
|
1917
|
Annis Gardner Whiting Capital Advisors
Tampa,
Florida
|
$63.7万
|
+$2.47万
|
+273
|
+4%
|
|
|
1918
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$63.6万
|
-$905
|
-10
|
-0.1%
|
|
|
1919
|
Galaxy Digital Capital Management
New York
|
$63.6万
|
+$65.5万
|
+7,242
|
新規
|
|
|
1920
|
Opinicus Capital
Tampa,
Florida
|
$63.5万
|
-$8.31万
|
-919
|
-11%
|
|
|
1921
|
Sargent Investment Group
Bethesda,
Maryland
|
$63.4万
|
+$2,080
|
+23
|
+0.3%
|
|
|
1922
|
Cornerstone Financial Management
Burlington,
Massachusetts
|
$63.1万
|
+$47.9万
|
+5,298
|
+280%
|
|
|
1923
|
Avantra Family Wealth
Mechanicsburg,
Pennsylvania
|
$63万
|
–
|
–
|
–
|
|
|
1924
|
Phillips Wealth Planners
Starkville,
Mississippi
|
$62.9万
|
+$1.41万
|
+156
|
+2%
|
|
|
1925
|
ORG Wealth Partners
Dallas,
Texas
|
$62.9万
|
-$2.35万
|
-260
|
-4%
|
|
