|
1926
|
ZEGA Investments
Palm Beach Gardens,
Florida
|
$27.5万
|
-$4,766
|
-65
|
-2%
|
|
|
1927
|
Blue Rock Wealth Management
Winston-Salem,
North Carolina
|
$27.4万
|
-$13万
|
-1,775
|
-32%
|
|
|
1928
|
Wolff Wiese Magana
Carslbad,
California
|
$27.4万
|
+$1.09万
|
+149
|
+4%
|
|
|
1929
|
Three Seasons Wealth
Salt Lake City,
Utah
|
$27.4万
|
-$7.93万
|
-1,081
|
-22%
|
|
|
1930
|
Realta Investment Advisors
Wilmington,
Delaware
|
$27.3万
|
-$3.35万
|
-457
|
-11%
|
|
|
1931
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$27.1万
|
+$7.39万
|
+1,008
|
+37%
|
|
|
1932
|
TriaGen Wealth Management
Calabasas,
California
|
$26.9万
|
+$6.45万
|
+880
|
+31%
|
|
|
1933
|
Marion Wealth Management
Monroeville,
Pennsylvania
|
$26.9万
|
+$4.68万
|
+638
|
+21%
|
|
|
1934
|
Sagewood Asset Management
New York
|
$26.9万
|
-$5.98万
|
-816
|
-18%
|
|
|
1935
|
|
$26.8万
|
-$2,640
|
-36
|
-1%
|
|
|
1936
|
LPWM LLC
Minneapolis,
Minnesota
|
$26.8万
|
+$27.2万
|
+3,711
|
新規
|
|
|
1937
|
Mindset Wealth Management
Indianapolis,
Indiana
|
$26.7万
|
-$587
|
-8
|
-0.2%
|
|
|
1938
|
InceptionR
Lafayette,
California
|
$26.7万
|
+$27.1万
|
+3,702
|
新規
|
|
|
1939
|
Winthrop Capital Management
Carmel,
Indiana
|
$26.7万
|
-$147
|
-2
|
-0.1%
|
|
|
1940
|
Range Financial Group
Tigard,
Oregon
|
$26.6万
|
+$5,719
|
+78
|
+2%
|
|
|
1941
|
CVA Family Office
Denver,
Colorado
|
$26.6万
|
+$6,599
|
+90
|
+3%
|
|
|
1942
|
TFB Advisors
Overland Park,
Kansas
|
$26.6万
|
+$2.43万
|
+332
|
+10%
|
|
|
1943
|
NFP Retirement Inc
Aliso Viejo,
California
|
$26.5万
|
-$440
|
-6
|
-0.2%
|
|
|
1944
|
Edge Wealth Management
New York
|
$26.5万
|
+$3,666
|
+50
|
+1%
|
|
|
1945
|
Kennicott Capital Management
Corte Madera,
California
|
$26.5万
|
–
|
–
|
–
|
|
|
1946
|
Garrison Point Advisors
Walnut Creek,
California
|
$26.5万
|
–
|
–
|
–
|
|
|
1947
|
Foster Group
West Des Moines,
Iowa
|
$26.4万
|
+$3,813
|
+52
|
+1%
|
|
|
1948
|
Corps Capital Advisors
Southlake,
Texas
|
$26.4万
|
+$26.8万
|
+3,656
|
新規
|
|
|
1949
|
Holistic Financial Partners
Indianapolis,
Indiana
|
$26.4万
|
-$1.49万
|
-203
|
-5%
|
|
|
1950
|
Cypress Point Wealth Management
Dallas,
Texas
|
$26.3万
|
+$6.02万
|
+821
|
+29%
|
|
