|
1926
|
Accretive Wealth Partners
Parsippany,
New Jersey
|
$37.1万
|
–
|
–
|
–
|
|
|
1927
|
Walleye Partners
Madison,
Wisconsin
|
$37万
|
–
|
–
|
–
|
|
|
1928
|
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
|
$37万
|
+$34.9万
|
+1,219
|
新規
|
|
|
1929
|
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
|
$36.8万
|
+$8,884
|
+31
|
+3%
|
|
|
1930
|
Smith Thornton Advisors
Huntsville,
Alabama
|
$36.6万
|
–
|
–
|
–
|
|
|
1931
|
MBA Advisors
Hermitage,
Pennsylvania
|
$36.6万
|
–
|
–
|
–
|
|
|
1932
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$36.5万
|
-$5,445
|
-19
|
-2%
|
|
|
1933
|
Foundation Wealth Management (Pennsylvania)
Media,
Pennsylvania
|
$36.5万
|
-$4.18万
|
-146
|
-11%
|
|
|
1934
|
Portland Financial Advisors
Port Washington,
New York
|
$36.2万
|
–
|
–
|
–
|
|
|
1935
|
GHP Investment Advisors
Denver,
Colorado
|
$36.1万
|
+$3.1万
|
+108
|
+10%
|
|
|
1936
|
Impact Capital Partners
Greenwood Village,
Colorado
|
$36万
|
-$2.35万
|
-82
|
-6%
|
|
|
1937
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$35.9万
|
–
|
–
|
–
|
|
|
1938
|
L.J. Altfest & Co
New York
|
$35.7万
|
+$1.35万
|
+47
|
+4%
|
|
|
1939
|
Caliber Wealth Management (Kansas)
Overland Park,
Kansas
|
$35.6万
|
+$1,146
|
+4
|
+0.3%
|
|
|
1940
|
Foundry Financial
Pasadena,
California
|
$35.6万
|
+$6,878
|
+24
|
+2%
|
|
|
1941
|
Monetary Management Group
St Louis,
Missouri
|
$35.6万
|
+$19.3万
|
+675
|
+135%
|
|
|
1942
|
Partners Wealth Management
Carmel By The Sea,
California
|
$35.5万
|
+$5.65万
|
+197
|
+20%
|
|
|
1943
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$35.4万
|
–
|
–
|
–
|
|
|
1944
|
EnRich Financial Partners
Madison,
Wisconsin
|
$35.4万
|
+$573
|
+2
|
+0.2%
|
|
|
1945
|
Alpha Financial Advisors
Charlotte,
North Carolina
|
$35.4万
|
–
|
–
|
–
|
|
|
1946
|
WNY Asset Management
Williamsville,
New York
|
$35.4万
|
-$5,732
|
-20
|
-2%
|
|
|
1947
|
Traction Financial Partners
Encampment,
Wyoming
|
$35.4万
|
–
|
–
|
–
|
|
|
1948
|
GWN Securities
Palm Beach Gardens,
Florida
|
$35.4万
|
+$5.3万
|
+185
|
+19%
|
|
|
1949
|
Shared Vision Wealth Group
Carlsbad,
United States
|
$35.3万
|
+$6,878
|
+24
|
+2%
|
|
|
1950
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$35.3万
|
+$33.3万
|
+1,163
|
新規
|
|
