|
1901
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$18.1万
|
+$4.22万
|
+426
|
+30%
|
|
|
1902
|
Tounjian Advisory Partners
Fort Myers,
Florida
|
$17.8万
|
+$17.7万
|
+1,790
|
新規
|
|
|
1903
|
IFG Advisory
Atlanta,
Georgia
|
$17.2万
|
+$17.1万
|
+1,728
|
新規
|
|
|
1904
|
Westfuller Advisors
New York
|
$17.1万
|
-$2,376
|
-24
|
-1%
|
|
|
1905
|
Cheviot Value Management
Beverly Hills,
California
|
$17.1万
|
+$12.3万
|
+1,245
|
+262%
|
|
|
1906
|
Buck Wealth Strategies
Denver,
Colorado
|
$16.8万
|
+$16.7万
|
+1,691
|
新規
|
|
|
1907
|
Toth Financial Advisory
Leesburg,
Virginia
|
$16.7万
|
-$1.58万
|
-160
|
-9%
|
|
|
1908
|
United Community Bank
Greenville,
South Carolina
|
$16万
|
-$11.5万
|
-1,160
|
-42%
|
|
|
1909
|
Covestor
London,
United Kingdom
|
$14.7万
|
+$3.51万
|
+355
|
+31%
|
|
|
1910
|
J. Safra Asset Management
New York
|
$14.7万
|
-$1.63万
|
-165
|
-10%
|
|
|
1911
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$14.3万
|
+$9万
|
+909
|
+170%
|
|
|
1912
|
CoreCap Advisors
Southfield,
Michigan
|
$14.3万
|
+$3.82万
|
+386
|
+37%
|
|
|
1913
|
Avalon Trust
Santa Fe,
New Mexico
|
$14.2万
|
–
|
–
|
–
|
|
|
1914
|
|
$14.1万
|
-$12.7万
|
-1,284
|
-48%
|
|
|
1915
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$13.4万
|
-$8.49万
|
-857
|
-39%
|
|
|
1916
|
Manchester Capital Management
Manchester,
Vermont
|
$13.4万
|
+$6,040
|
+61
|
+5%
|
|
|
1917
|
WealthCollab
Bellevue,
Washington
|
$13.3万
|
+$1.98万
|
+200
|
+18%
|
|
|
1918
|
Comprehensive Financial Planning
East Petersburg,
Pennsylvania
|
$13.1万
|
-$9,901
|
-100
|
-7%
|
|
|
1919
|
Acropolis Investment Management
St. Louis,
Missouri
|
$13万
|
+$2,277
|
+23
|
+2%
|
|
|
1920
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$12.9万
|
-$87.8万
|
-8,865
|
-87%
|
|
|
1921
|
Provenance Wealth Advisors
Fort Lauderdale,
Florida
|
$12.9万
|
-$9.29万
|
-938
|
-42%
|
|
|
1922
|
Cardiff Park Advisors
Carlsbad,
California
|
$12.8万
|
+$12.8万
|
+1,293
|
新規
|
|
|
1923
|
Ankerstar Wealth
Leander,
Texas
|
$12.7万
|
-$4.65万
|
-470
|
-27%
|
|
|
1924
|
Financial Consulate
Hunt Valley,
Maryland
|
$12.7万
|
-$5.27万
|
-532
|
-29%
|
|
|
1925
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$12.6万
|
+$1.69万
|
+171
|
+16%
|
|
