|
1926
|
Fi3 Financial Advisors
Indianapolis,
Indiana
|
$31.6万
|
+$8.76万
|
+428
|
新規
|
|
|
1927
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$31.5万
|
+$8.39万
|
+410
|
+38%
|
|
|
1928
|
Richmond Investment Services
Mequon,
Wisconsin
|
$31.5万
|
-$50万
|
-2,443
|
-62%
|
|
|
1929
|
Clark Asset Management
Stratham,
New Hampshire
|
$31.4万
|
+$3.66万
|
+179
|
+14%
|
|
|
1930
|
Kanawha Capital Management
Richmond,
Virginia
|
$31.4万
|
–
|
–
|
–
|
|
|
1931
|
Signature Equity Partners
Columbus,
Ohio
|
$31.2万
|
+$8.43万
|
+412
|
+39%
|
|
|
1932
|
Grey Fox Wealth Advisors
Rockland,
Delaware
|
$31万
|
+$1,228
|
+6
|
+0.4%
|
|
|
1933
|
Financial Designs
Claremont,
California
|
$31万
|
–
|
–
|
–
|
|
|
1934
|
SFG Wealth Management
Towson,
Maryland
|
$30.9万
|
+$4.26万
|
+208
|
+17%
|
|
|
1935
|
GDS Wealth Management
Flower Mound,
Texas
|
$30.9万
|
–
|
–
|
–
|
|
|
1936
|
CPA Asset Management
West Palm Beach,
Florida
|
$30.9万
|
–
|
–
|
–
|
|
|
1937
|
BankPlus Trust Department
Jackson,
Mississippi
|
$30.9万
|
–
|
–
|
–
|
|
|
1938
|
Heritage Family Offices
Scottsdale,
Arizona
|
$30.9万
|
+$3.48万
|
+170
|
+13%
|
|
|
1939
|
Pacific Excel Wealth Advisors
Walnut Creek,
California
|
$30.9万
|
+$29.7万
|
+1,450
|
新規
|
|
|
1940
|
Lodestone Wealth Management
Spokane,
Washington
|
$30.8万
|
-$10.4万
|
-507
|
-26%
|
|
|
1941
|
LaFleur & Godfrey
Grand Rapids,
Michigan
|
$30.8万
|
+$29.7万
|
+1,449
|
新規
|
|
|
1942
|
Shaker Investments
Cleveland,
Ohio
|
$30.8万
|
+$7.69万
|
+376
|
+35%
|
|
|
1943
|
ARS Wealth Advisors Group
St. Petersburg,
Florida
|
$30.7万
|
–
|
–
|
–
|
|
|
1944
|
Harbor Group
Bedford,
New Hampshire
|
$30.6万
|
+$1,228
|
+6
|
+0.4%
|
|
|
1945
|
Unify Financial Advisors
Clearwater,
Florida
|
$30.5万
|
+$2.56万
|
+125
|
+10%
|
|
|
1946
|
Adelphi Trust
Saint Petersburg,
Florida
|
$30.5万
|
+$3.23万
|
+158
|
+12%
|
|
|
1947
|
Goldenstone Wealth Management
El Dorado Hills,
California
|
$30.4万
|
-$3.85万
|
-188
|
-12%
|
|
|
1948
|
Bernard Wealth Management
Royal Oak,
Michigan
|
$30.4万
|
–
|
–
|
–
|
|
|
1949
|
Clear Point Advisors
Melville,
New York
|
$30.4万
|
+$29.2万
|
+1,429
|
新規
|
|
|
1950
|
S.A. Mason
Holland,
Michigan
|
$30.4万
|
-$2,046
|
-10
|
-0.7%
|
|
