|
1901
|
Uniting Wealth Partners
Mission,
Kansas
|
$68.8万
|
-$55.8万
|
-2,436
|
-55%
|
|
|
1902
|
Carmel Capital Partners
San Diego,
California
|
$68.4万
|
+$45.9万
|
+2,007
|
新規
|
|
|
1903
|
Cambridge Advisors
Omaha,
Nebraska
|
$68.4万
|
+$1.03万
|
+45
|
+2%
|
|
|
1904
|
Avantra Family Wealth
Mechanicsburg,
Pennsylvania
|
$68.2万
|
+$6.87万
|
+300
|
+18%
|
|
|
1905
|
Worthington Financial Partners
Worthington,
Ohio
|
$68.2万
|
-$11.4万
|
-500
|
-20%
|
|
|
1906
|
Violich Capital Management
San Francisco,
California
|
$68.2万
|
-$9.16万
|
-400
|
-17%
|
|
|
1907
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$68.2万
|
+$10.3万
|
+450
|
+29%
|
|
|
1908
|
Invera Wealth Advisors
Bend,
Oregon
|
$68.2万
|
+$45.8万
|
+1,999
|
新規
|
|
|
1909
|
May Hill Capital
Cohasset,
Massachusetts
|
$68万
|
+$12.4万
|
+541
|
+37%
|
|
|
1910
|
one8zero8 LLC
Greensboro,
North Carolina
|
$67.7万
|
-$1.83万
|
-80
|
-4%
|
|
|
1911
|
IFG Advisory
Atlanta,
Georgia
|
$67.6万
|
+$45.4万
|
+1,983
|
新規
|
|
|
1912
|
McGlone Suttner Wealth Management
Appleton,
Wisconsin
|
$67.6万
|
+$687
|
+3
|
+0.2%
|
|
|
1913
|
Quattro Advisors
Pittsburgh,
Pennsylvania
|
$67.4万
|
-$24.7万
|
-1,077
|
-35%
|
|
|
1914
|
LexAurum Advisors
Overland Park,
Kansas
|
$67.3万
|
+$2,747
|
+12
|
+0.6%
|
|
|
1915
|
Dale Q Rice Investment Management
Vancouver,
Washington
|
$67.2万
|
-$1,373
|
-6
|
-0.3%
|
|
|
1916
|
Atala Financial
Calabasas,
California
|
$67.2万
|
-$6,180
|
-27
|
-1%
|
|
|
1917
|
BXM Wealth
Englewood,
Colorado
|
$67.1万
|
+$5.1万
|
+223
|
+13%
|
|
|
1918
|
Capital Financial Group
Greenwood Village,
Colorado
|
$67万
|
+$7.32万
|
+320
|
+19%
|
|
|
1919
|
Park Place Capital
Homewood,
Alabama
|
$66.9万
|
-$130万
|
-5,677
|
-74%
|
|
|
1920
|
Abel Hall LLC
Baton Rouge,
Louisiana
|
$66.8万
|
+$44.8万
|
+1,958
|
新規
|
|
|
1921
|
Old Mission Capital
Chicago,
Illinois
|
$66.7万
|
+$44.8万
|
+1,958
|
新規
|
|
|
1922
|
Keebeck Wealth Management
Chicago,
Illinois
|
$66.6万
|
+$14.7万
|
+641
|
+49%
|
|
|
1923
|
Aspen Investment Management
Grand Rapids,
Michigan
|
$66.5万
|
+$2.63万
|
+115
|
+6%
|
|
|
1924
|
Cohen Capital Management
Corte Madera,
California
|
$66.4万
|
–
|
–
|
–
|
|
|
1925
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$66.2万
|
+$2.59万
|
+113
|
+6%
|
|
