|
1926
|
Creative Financial Designs
Kokomo,
Indiana
|
$58.7万
|
+$7.82万
|
+418
|
+15%
|
|
|
1927
|
Norris Perne & French
Grand Rapids,
Michigan
|
$58.7万
|
+$5,610
|
+30
|
+1%
|
|
|
1928
|
Raab & Moskowitz Asset Management
Chatham,
New Jersey
|
$58.6万
|
-$1.4万
|
-75
|
-2%
|
|
|
1929
|
Drive Wealth Management
Lehi,
Utah
|
$58.4万
|
+$2.21万
|
+118
|
+4%
|
|
|
1930
|
Whitener Capital Management
Rocky Mount,
North Carolina
|
$58.3万
|
-$6,358
|
-34
|
-1%
|
|
|
1931
|
Spartan Wealth Advisory Services LLC
Bingham Farms,
Michigan
|
$58.2万
|
+$1.89万
|
+101
|
+3%
|
|
|
1932
|
Aire Advisors
Beverly Hills,
California
|
$58.2万
|
-$6,919
|
-37
|
-1%
|
|
|
1933
|
OneAscent Family Office
Birmingham,
Alabama
|
$58.1万
|
+$7.63万
|
+408
|
+15%
|
|
|
1934
|
Cane Capital Partners
Saint Francisville,
Louisiana
|
$58.1万
|
+$58.8万
|
+3,143
|
新規
|
|
|
1935
|
Financial Planning Hawaii
Honolulu,
Hawaii
|
$58万
|
-$7.76万
|
-415
|
-12%
|
|
|
1936
|
Klingman & Associates
New York
|
$57.9万
|
+$11.2万
|
+600
|
+24%
|
|
|
1937
|
Waterfront Wealth
Overland Park,
Kansas
|
$57.8万
|
+$12.7万
|
+679
|
+29%
|
|
|
1938
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$57.8万
|
–
|
–
|
–
|
|
|
1939
|
Pitcairn Wealth Advisors
Conshohocken,
Pennsylvania
|
$57.5万
|
–
|
–
|
–
|
|
|
1940
|
Global Wealth Strategies & Associates
Denver,
Colorado
|
$57.5万
|
+$2,431
|
+13
|
+0.4%
|
|
|
1941
|
Sterling Wealth Management
Champaign,
Illinois
|
$57.4万
|
–
|
–
|
–
|
|
|
1942
|
Proffitt & Goodson
Knoxville,
Tennessee
|
$57.2万
|
-$53.4万
|
-2,855
|
-48%
|
|
|
1943
|
West Family Investments
Carlsbad,
California
|
$56.9万
|
+$23.8万
|
+1,271
|
+70%
|
|
|
1944
|
Facet Wealth Inc
Baltimore,
Maryland
|
$56.8万
|
+$7.2万
|
+385
|
+14%
|
|
|
1945
|
Iams Wealth Management
Omaha,
Nebraska
|
$56.6万
|
-$32.6万
|
-1,741
|
-36%
|
|
|
1946
|
Greenfield Savings Bank
Greenfield,
Massachusetts
|
$56.5万
|
+$561
|
+3
|
+0.1%
|
|
|
1947
|
Requisite Capital Management
Dallas,
Texas
|
$56.5万
|
-$19.5万
|
-1,041
|
-25%
|
|
|
1948
|
Wall Street Financial Group
Carlinville,
Illinois
|
$56.4万
|
+$1.07万
|
+57
|
+2%
|
|
|
1949
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$56.3万
|
+$4,862
|
+26
|
+0.9%
|
|
|
1950
|
MBA Advisors
Hermitage,
Pennsylvania
|
$56.3万
|
+$4.08万
|
+218
|
+8%
|
|
