|
1901
|
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
$52.9万
|
+$7.05万
|
+254
|
+17%
|
|
|
1902
|
OFC Financial Planning
Short Hills,
New Jersey
|
$52.8万
|
-$832
|
-3
|
-0.2%
|
|
|
1903
|
ETF Portfolio Partners
Leawood,
Kansas
|
$52.7万
|
–
|
–
|
–
|
|
|
1904
|
Continuum Advisory
Eagle,
Idaho
|
$52.5万
|
+$5.66万
|
+204
|
+13%
|
|
|
1905
|
Garrett Wealth Advisory Group
Weatherford,
Texas
|
$52.5万
|
+$5,549
|
+20
|
+1%
|
|
|
1906
|
EJMK Ventures
Itasca,
Illinois
|
$52.2万
|
+$5.69万
|
+205
|
+13%
|
|
|
1907
|
PGIM Custom Harvest
Newark,
New Jersey
|
$52.2万
|
+$16.5万
|
+596
|
+52%
|
|
|
1908
|
PAX Financial Group
San Antonio,
Texas
|
$52.2万
|
+$48.5万
|
+1,750
|
新規
|
|
|
1909
|
City State Bank
Norwalk,
Iowa
|
$52万
|
-$3,884
|
-14
|
-0.8%
|
|
|
1910
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$51.7万
|
-$6,103
|
-22
|
-1%
|
|
|
1911
|
Cardinal Capital Management Inc (Canada)
Winnipeg,
Manitoba, Canada
|
$51.6万
|
-$2.64万
|
-95
|
-5%
|
|
|
1912
|
Atticus Wealth Management
Palm Beach Gardens,
Florida
|
$51.5万
|
+$47.9万
|
+1,728
|
新規
|
|
|
1913
|
Spartan Planning & Wealth Management
Greensboro,
North Carolina
|
$51.4万
|
+$15.1万
|
+546
|
+46%
|
|
|
1914
|
Aegis Wealth Management (Maryland)
Bethesda,
Maryland
|
$51.1万
|
-$4.11万
|
-148
|
-8%
|
|
|
1915
|
Wharton Business Group
Malvern,
Pennsylvania
|
$51.1万
|
–
|
–
|
–
|
|
|
1916
|
Fortem Financial Group
Palm Desert,
California
|
$51.1万
|
-$15.1万
|
-546
|
-24%
|
|
|
1917
|
Argos Wealth Advisors
Sacramento,
California
|
$51万
|
-$2.75万
|
-99
|
-5%
|
|
|
1918
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$50.9万
|
-$294万
|
-10,613
|
-86%
|
|
|
1919
|
Elevation Wealth Management
Eden Prairie,
Minnesota
|
$50.8万
|
+$2.47万
|
+89
|
+6%
|
|
|
1920
|
Callahan Advisors
Houston,
Texas
|
$50.7万
|
+$832
|
+3
|
+0.2%
|
|
|
1921
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$50.7万
|
–
|
–
|
–
|
|
|
1922
|
Centennial Wealth Advisory
Traverse City,
Michigan
|
$50.6万
|
+$47.1万
|
+1,699
|
新規
|
|
|
1923
|
Ducere Wealth Management
Newport Beach,
California
|
$50.5万
|
+$2.52万
|
+91
|
+6%
|
|
|
1924
|
Patrick M. Sweeney & Associates
Libertyville,
Illinois
|
$50.5万
|
–
|
–
|
–
|
|
|
1925
|
Balentine LLC
Atlanta,
Georgia
|
$50.4万
|
-$3.86万
|
-139
|
-8%
|
|
