|
1901
|
|
$39.1万
|
+$37万
|
+1,291
|
新規
|
|
|
1902
|
Olistico Wealth
Tulsa,
Oklahoma
|
$39.1万
|
-$1,433
|
-5
|
-0.4%
|
|
|
1903
|
Delap Wealth Advisory
Lake Oswego,
Oregon
|
$39万
|
–
|
–
|
–
|
|
|
1904
|
Gilbert & Cook
West Des Moines,
Iowa
|
$39万
|
+$1.98万
|
+69
|
+6%
|
|
|
1905
|
Compass Capital Corp
Braintree,
Massachusetts
|
$39万
|
-$75万
|
-2,618
|
-67%
|
|
|
1906
|
Aspiring Ventures
Cincinnati,
Ohio
|
$39万
|
–
|
–
|
–
|
|
|
1907
|
PCG Asset Management
Gladstone,
New Jersey
|
$39万
|
–
|
–
|
–
|
|
|
1908
|
New Republic Capital
Charlotte,
North Carolina
|
$38.9万
|
+$860
|
+3
|
+0.2%
|
|
|
1909
|
Cypress Capital Group
Palm Beach,
Florida
|
$38.7万
|
+$5.73万
|
+200
|
+19%
|
|
|
1910
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$38.6万
|
+$573
|
+2
|
+0.2%
|
|
|
1911
|
L. Roy Papp & Associates
Phoenix,
Arizona
|
$38.1万
|
–
|
–
|
–
|
|
|
1912
|
KWB Wealth
Redlands,
California
|
$38.1万
|
-$3,152
|
-11
|
-0.9%
|
|
|
1913
|
Trademark Financial Management
Bloomington,
Minnesota
|
$38万
|
-$1.92万
|
-67
|
-5%
|
|
|
1914
|
John A. Wolfe & Associates
Portage,
Michigan
|
$38万
|
-$4.21万
|
-147
|
-11%
|
|
|
1915
|
Breakwater Capital Group
Paramus,
New Jersey
|
$38万
|
+$2.81万
|
+98
|
+8%
|
|
|
1916
|
Santori & Peters Inc
Canonsburg,
Pennsylvania
|
$38万
|
+$573
|
+2
|
+0.2%
|
|
|
1917
|
Elmwood Wealth Management
Berkeley,
California
|
$37.9万
|
–
|
–
|
–
|
|
|
1918
|
Pflug Koory
Omaha,
Nebraska
|
$37.8万
|
+$9,744
|
+34
|
+3%
|
|
|
1919
|
BetterWealth
San Jose,
California
|
$37.8万
|
+$5,159
|
+18
|
+1%
|
|
|
1920
|
Alteri Wealth
Westlake Village,
California
|
$37.8万
|
-$3.38万
|
-118
|
-9%
|
|
|
1921
|
Missouri Trust & Investment Company
Springfield,
Missouri
|
$37.7万
|
-$1.06万
|
-37
|
-3%
|
|
|
1922
|
Osborne Partners Capital Management
San Francisco,
California
|
$37.7万
|
+$1.12万
|
+39
|
+3%
|
|
|
1923
|
Silver Coast Investments
San Diego,
United States
|
$37.6万
|
+$9,457
|
+33
|
+3%
|
|
|
1924
|
Howe & Rusling
Rochester,
New York
|
$37.3万
|
+$10.9万
|
+381
|
+45%
|
|
|
1925
|
Perryman Financial Advisory
Dallas,
Texas
|
$37.2万
|
-$3.24万
|
-113
|
-8%
|
|
