|
1926
|
ORG Wealth Partners
Dallas,
Texas
|
$62.9万
|
-$2.35万
|
-260
|
-4%
|
|
|
1927
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$62.7万
|
+$1.3万
|
+144
|
+2%
|
|
|
1928
|
New Covenant Trust Company
Jeffersonville,
Indiana
|
$62.5万
|
+$6.3万
|
+697
|
+11%
|
|
|
1929
|
Three Bearings Fiduciary Advisors
Hampton,
New Hampshire
|
$62.4万
|
–
|
–
|
–
|
|
|
1930
|
Graham Capital Wealth Management
Washington D.c.,
District of Columbia
|
$62.3万
|
–
|
–
|
–
|
|
|
1931
|
St Louis Trust
Saint Louis,
Missouri
|
$62.3万
|
–
|
–
|
–
|
|
|
1932
|
South Plains Financial
Lubbock,
Texas
|
$62.2万
|
-$9,860
|
-109
|
-2%
|
|
|
1933
|
Powell Investment Advisors
Miami,
Florida
|
$62.1万
|
–
|
–
|
–
|
|
|
1934
|
Coastwise Capital Group
La Jolla,
California
|
$61.9万
|
+$2.07万
|
+229
|
+3%
|
|
|
1935
|
Bouchey Financial Group
Troy,
New York
|
$61.9万
|
+$3,256
|
+36
|
+0.5%
|
|
|
1936
|
Worth Financial Advisory Group
Charlotte,
North Carolina
|
$61.8万
|
+$63.7万
|
+7,046
|
新規
|
|
|
1937
|
Relyea Zuckerberg Hanson
Stamford,
Connecticut
|
$61.7万
|
-$9.16万
|
-1,013
|
-13%
|
|
|
1938
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$61.6万
|
–
|
–
|
–
|
|
|
1939
|
Focused Alpha LLC
Denver,
Colorado
|
$61.6万
|
+$6.16万
|
+681
|
+11%
|
|
|
1940
|
Perennial Investment Advisors
Los Angeles,
California
|
$61.6万
|
+$13.6万
|
+1,507
|
+27%
|
|
|
1941
|
Academy Capital Management
Waco,
Texas
|
$61.6万
|
–
|
–
|
–
|
|
|
1942
|
Kingsman Wealth Management
Pensacola,
Florida
|
$61.4万
|
+$63.3万
|
+7,000
|
新規
|
|
|
1943
|
|
$60.9万
|
+$5.45万
|
+603
|
+10%
|
|
|
1944
|
Clarus Wealth Advisors
Peoria,
Arizona
|
$60.8万
|
+$12.5万
|
+1,382
|
+25%
|
|
|
1945
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$60.8万
|
-$2.11万
|
-233
|
-3%
|
|
|
1946
|
Stonebridge Capital Advisors
St Paul,
Minnesota
|
$60.8万
|
+$1.81万
|
+200
|
+3%
|
|
|
1947
|
River Wealth Advisors
Camp Hill,
Pennsylvania
|
$60.7万
|
-$1.06万
|
-117
|
-2%
|
|
|
1948
|
Stockman Wealth Management
Billings,
Montana
|
$60.6万
|
-$2.77万
|
-306
|
-4%
|
|
|
1949
|
Fairscale Capital
Nashua,
New Hampshire
|
$60.6万
|
–
|
–
|
–
|
|
|
1950
|
Omni 360 Wealth
Plainsboro,
New Jersey
|
$60.5万
|
-$1.63万
|
-180
|
-3%
|
|
