|
1901
|
Symmetry Partners
Glastonbury,
Connecticut
|
$44.8万
|
-$7,348
|
-32
|
-2%
|
|
|
1902
|
Lakeshore Financial Planning
St. Clair Shores,
Michigan
|
$44.7万
|
+$4.43万
|
+193
|
+11%
|
|
|
1903
|
First Western Trust Bank
Denver,
Colorado
|
$44.6万
|
-$1.58万
|
-69
|
-4%
|
|
|
1904
|
Portland Financial Advisors
Port Washington,
New York
|
$44.6万
|
–
|
–
|
–
|
|
|
1905
|
Millstone Evans Group
Boulder,
Colorado
|
$44.6万
|
–
|
–
|
–
|
|
|
1906
|
Investors Asset Management of Georgia
Atlanta,
Georgia
|
$44.5万
|
+$918
|
+4
|
+0.2%
|
|
|
1907
|
Washington Trust Bank
Spokane,
Washington
|
$44.5万
|
–
|
–
|
–
|
|
|
1908
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$44.5万
|
-$9,644
|
-42
|
-2%
|
|
|
1909
|
Liberty Wealth Management
Oakland,
California
|
$44.4万
|
–
|
–
|
–
|
|
|
1910
|
Quantum Financial Advisors
El Segundo,
California
|
$44万
|
+$4.02万
|
+175
|
+10%
|
|
|
1911
|
Jeppson Wealth Management
Manhattan Beach,
California
|
$43.9万
|
-$3.21万
|
-140
|
-7%
|
|
|
1912
|
Seek First
Campbell,
California
|
$43.9万
|
-$13万
|
-567
|
-23%
|
|
|
1913
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$43.8万
|
-$2,067
|
-9
|
-0.5%
|
|
|
1914
|
Vines Capital Management
Monroe,
Louisiana
|
$43.7万
|
–
|
–
|
–
|
|
|
1915
|
Wilsey Asset Management
San Diego,
California
|
$43.7万
|
–
|
–
|
–
|
|
|
1916
|
Milestone Asset Management
Pittsburgh,
Pennsylvania
|
$43.7万
|
+$12.4万
|
+539
|
+41%
|
|
|
1917
|
Peregrine Asset Advisers
Portland,
Oregon
|
$43.6万
|
+$14.6万
|
+634
|
+52%
|
|
|
1918
|
Selective Wealth Management
Forest,
Virginia
|
$43.6万
|
+$2.64万
|
+115
|
+7%
|
|
|
1919
|
Elite Financial
Lewiston,
Idaho
|
$43.6万
|
+$918
|
+4
|
+0.2%
|
|
|
1920
|
White Pine Capital
Bloomington,
Minnesota
|
$43.5万
|
–
|
–
|
–
|
|
|
1921
|
Narus Financial Partners
Salt Lake City,
Utah
|
$43.5万
|
+$1.52万
|
+66
|
+4%
|
|
|
1922
|
Cura Wealth Advisors
Chicago,
Illinois
|
$43.4万
|
-$2万
|
-87
|
-5%
|
|
|
1923
|
Shum Financial Group
Alameda,
California
|
$43.3万
|
+$1.75万
|
+76
|
+4%
|
|
|
1924
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$43.3万
|
+$42万
|
+1,829
|
新規
|
|
|
1925
|
Ellsworth Advisors
Hudson,
Ohio
|
$43.3万
|
+$1,837
|
+8
|
+0.4%
|
|
