|
1926
|
Alaethes Wealth
Glenbrook,
Nevada
|
$107万
|
+$3.98万
|
+572
|
+4%
|
|
|
1927
|
ARWA LLC
Fort Worth,
Texas
|
$107万
|
+$72.4万
|
+10,393
|
+214%
|
|
|
1928
|
Intelligence Driven Advisers
Carlsbad,
California
|
$107万
|
-$1,950
|
-28
|
-0.2%
|
|
|
1929
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$107万
|
+$1,532
|
+22
|
+0.1%
|
|
|
1930
|
Center for Financial Planning
Southfied,
Michigan
|
$106万
|
-$2.02万
|
-290
|
-2%
|
|
|
1931
|
Yoder Wealth Management
Walnut Creek,
California
|
$106万
|
–
|
–
|
–
|
|
|
1932
|
Clearstead Trust
Portland,
Maine
|
$106万
|
+$2.11万
|
+303
|
+2%
|
|
|
1933
|
Dunhill Financial
London,
United Kingdom
|
$106万
|
-$16.9万
|
-2,429
|
-14%
|
|
|
1934
|
Crux Wealth Advisors
Long Beach,
California
|
$105万
|
+$4,806
|
+69
|
+0.5%
|
|
|
1935
|
Beckerman Institutional
Ocean Grove,
New Jersey
|
$105万
|
–
|
–
|
–
|
|
|
1936
|
Modus Advisors
Excelsior,
Minnesota
|
$105万
|
–
|
–
|
–
|
|
|
1937
|
Maia Wealth
Denver,
Colorado
|
$104万
|
-$17.5万
|
-2,512
|
-15%
|
|
|
1938
|
Founders Financial Alliance
Raleigh,
North Carolina
|
$104万
|
-$49.4万
|
-7,088
|
-33%
|
|
|
1939
|
American State Bank (Iowa)
Sioux Center,
Iowa
|
$104万
|
+$11.6万
|
+1,669
|
+13%
|
|
|
1940
|
TCI Wealth Advisors
Tucson,
Arizona
|
$104万
|
+$1.74万
|
+250
|
+2%
|
|
|
1941
|
SYM Financial Corp
Winona Lake,
Indiana
|
$103万
|
-$510万
|
-73,276
|
-84%
|
|
|
1942
|
Alliance Wealth Strategies
Lynchburg,
Virginia
|
$103万
|
-$1.29万
|
-185
|
-1%
|
|
|
1943
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$103万
|
+$55万
|
+7,895
|
+121%
|
|
|
1944
|
Lotus Asset Management
Nashville,
Tennessee
|
$103万
|
+$100万
|
+14,399
|
新規
|
|
|
1945
|
Sonoma Private Wealth
Sonoma,
California
|
$103万
|
-$1.03万
|
-148
|
-1%
|
|
|
1946
|
Capital Advantage
Walnut Creek,
California
|
$102万
|
–
|
–
|
–
|
|
|
1947
|
TriaGen Wealth Management
Calabasas,
California
|
$102万
|
–
|
–
|
–
|
|
|
1948
|
Sage Rhino Capital
Menlo Park,
California
|
$102万
|
-$9,682
|
-139
|
-1%
|
|
|
1949
|
Bank of Marin
Novato,
California
|
$102万
|
-$41.9万
|
-6,013
|
-30%
|
|
|
1950
|
Legacy Capital Wealth Partners
Little Rock,
Arkansas
|
$101万
|
+$6,130
|
+88
|
+0.6%
|
|
