|
1901
|
Private Wealth Partners
Mill Valley,
California
|
$38.3万
|
–
|
–
|
–
|
|
|
1902
|
Shira Ridge Wealth Management
Larkspur,
California
|
$38.3万
|
-$17.1万
|
-2,201
|
-32%
|
|
|
1903
|
Kapstone Financial Advisors
Lebanon,
Ohio
|
$38.2万
|
+$36.8万
|
+4,744
|
新規
|
|
|
1904
|
Cathy Pareto & Associates
Coral Gables,
Florida
|
$38.2万
|
+$5.39万
|
+695
|
+17%
|
|
|
1905
|
Steel Grove Capital Advisors
Memphis,
Tennessee
|
$38.1万
|
-$3,101
|
-40
|
-0.8%
|
|
|
1906
|
Citizens National Bank Trust Department
Meridian,
Mississippi
|
$37.9万
|
–
|
–
|
–
|
|
|
1907
|
First Financial Bank - Trust Division
Hamilton,
Ohio
|
$37.9万
|
–
|
–
|
–
|
|
|
1908
|
Swisher Financial Concepts
Westerville,
Ohio
|
$37.9万
|
-$31万
|
-4,004
|
-46%
|
|
|
1909
|
Woodward Financial Advisors
Chapel Hill,
North Carolina
|
$37.9万
|
+$6.07万
|
+783
|
+20%
|
|
|
1910
|
Valley Brook Capital Group
Venetia,
Pennsylvania
|
$37.8万
|
+$2.4万
|
+310
|
+7%
|
|
|
1911
|
Moment Partners
San Francisco,
California
|
$37.7万
|
–
|
–
|
–
|
|
|
1912
|
Pekin Hardy Strauss
Chicago,
Illinois
|
$37.6万
|
-$4,341
|
-56
|
-1%
|
|
|
1913
|
Blueline Advisors
Exeter,
New Hampshire
|
$37.6万
|
+$1.5万
|
+194
|
+4%
|
|
|
1914
|
Legacy Financial Advisors
Covington,
Kentucky
|
$37.5万
|
-$1,395
|
-18
|
-0.4%
|
|
|
1915
|
Strategic Advisors
New York
|
$37.4万
|
–
|
–
|
–
|
|
|
1916
|
Helium Advisors
Everett,
Washington
|
$37.3万
|
+$1.94万
|
+250
|
+6%
|
|
|
1917
|
SYM Financial Corp
Winona Lake,
Indiana
|
$37.3万
|
-$6,202
|
-80
|
-2%
|
|
|
1918
|
Silvercrest Asset Management
New York
|
$37.2万
|
–
|
–
|
–
|
|
|
1919
|
Prosperity Planning
Kansas City,
Missouri
|
$37.2万
|
-$2,636
|
-34
|
-0.7%
|
|
|
1920
|
Olistico Wealth
Tulsa,
Oklahoma
|
$37.2万
|
-$1.77万
|
-228
|
-5%
|
|
|
1921
|
Slow Capital
Greenbrae,
California
|
$37.2万
|
-$6.05万
|
-780
|
-14%
|
|
|
1922
|
Cadinha & Co
Honolulu,
Hawaii
|
$37.1万
|
+$78
|
+1
|
+0%
|
|
|
1923
|
MGO Private Wealth
Irvine,
California
|
$37.1万
|
-$1.61万
|
-208
|
-4%
|
|
|
1924
|
Bogart Wealth LLC
Mclean,
Virginia
|
$37万
|
+$4,031
|
+52
|
+1%
|
|
|
1925
|
ADE LLC
Baltimore,
Maryland
|
$36.8万
|
–
|
–
|
–
|
|
