|
1926
|
Optimist Retirement Group
Bellevue,
Washington
|
$22.9万
|
+$21万
|
+1,917
|
新規
|
|
|
1927
|
Heritage Family Offices
Scottsdale,
Arizona
|
$22.9万
|
-$5.87万
|
-536
|
-22%
|
|
|
1928
|
Fielder Capital Group
Nashville,
Tennessee
|
$22.9万
|
+$20.9万
|
+1,912
|
新規
|
|
|
1929
|
Pacific Excel Wealth Advisors
Walnut Creek,
California
|
$22.9万
|
+$20.9万
|
+1,912
|
新規
|
|
|
1930
|
Strategic Financial Partners
Bend,
Oregon
|
$22.8万
|
-$4.86万
|
-444
|
-19%
|
|
|
1931
|
Symphony Financial
Houston,
Texas
|
$22.8万
|
+$21.4万
|
+1,950
|
新規
|
|
|
1932
|
Plum Street Advisors
New Orleans,
Louisiana
|
$22.7万
|
+$20.8万
|
+1,896
|
新規
|
|
|
1933
|
Providence Capital Advisors
Charlotte,
North Carolina
|
$22.7万
|
+$20.8万
|
+1,896
|
新規
|
|
|
1934
|
Lifeworks Advisors
Grand Rapids,
Michigan
|
$22.6万
|
-$13.6万
|
-1,240
|
-40%
|
|
|
1935
|
Fell Capital Management
Newport Beach,
California
|
$22.6万
|
+$20.7万
|
+1,888
|
新規
|
|
|
1936
|
Michels Family Financial
Fort Worth,
Texas
|
$22.5万
|
+$20.7万
|
+1,887
|
新規
|
|
|
1937
|
NorthStar Asset Management (Massachusetts)
Boston,
Massachusetts
|
$22.5万
|
+$20.6万
|
+1,880
|
新規
|
|
|
1938
|
Custos Family Office
Austin,
Texas
|
$22.4万
|
+$20.5万
|
+1,874
|
新規
|
|
|
1939
|
Cantor Fitzgerald Investment Advisors
New York
|
$22.4万
|
+$20.5万
|
+1,873
|
新規
|
|
|
1940
|
Sivia Capital Partners
Mill Valley,
California
|
$22.4万
|
+$20.5万
|
+1,872
|
新規
|
|
|
1941
|
WealthTrust Axiom
Wayne,
Pennsylvania
|
$22.3万
|
+$20.5万
|
+1,869
|
新規
|
|
|
1942
|
David J. Yvars Group
University Park,
Florida
|
$22.3万
|
+$20.5万
|
+1,868
|
新規
|
|
|
1943
|
Cloud Capital Management
Seattle,
Washington
|
$22.2万
|
+$16万
|
+1,461
|
新規
|
|
|
1944
|
Shelton Capital Management
Denver,
Colorado
|
$22.2万
|
+$20.3万
|
+1,856
|
新規
|
|
|
1945
|
Samalin Investment Counsel
Chappaqua,
New York
|
$22.2万
|
+$20.3万
|
+1,854
|
新規
|
|
|
1946
|
Fogel Capital Management
Stuart,
Florida
|
$22.1万
|
+$20.3万
|
+1,851
|
新規
|
|
|
1947
|
1ST Source Bank
South Bend,
Indiana
|
$22.1万
|
+$20.2万
|
+1,848
|
新規
|
|
|
1948
|
Bellwether Advisors
Lincoln,
Nebraska
|
$22.1万
|
+$20.2万
|
+1,848
|
新規
|
|
|
1949
|
Clarion Wealth Managment Partners
Fairfax,
Virginia
|
$22.1万
|
+$20.2万
|
+1,848
|
新規
|
|
|
1950
|
Washburn Capital Management
Vero Beach,
Florida
|
$22.1万
|
+$20.2万
|
+1,847
|
新規
|
|
