|
1926
|
MGO Private Wealth
Irvine,
California
|
$37.1万
|
-$1.61万
|
-208
|
-4%
|
|
|
1927
|
Bogart Wealth LLC
Mclean,
Virginia
|
$37万
|
+$4,031
|
+52
|
+1%
|
|
|
1928
|
ADE LLC
Baltimore,
Maryland
|
$36.8万
|
–
|
–
|
–
|
|
|
1929
|
EntreWealth
Austin,
Texas
|
$36.8万
|
+$6,357
|
+82
|
+2%
|
|
|
1930
|
Foundation Wealth Management (Pennsylvania)
Media,
Pennsylvania
|
$36.7万
|
+$1.54万
|
+199
|
+5%
|
|
|
1931
|
West Michigan Advisors
Holland,
Michigan
|
$36.7万
|
+$1,473
|
+19
|
+0.4%
|
|
|
1932
|
Kings Path Partners
Sugar Land,
Texas
|
$36.7万
|
+$78
|
+1
|
+0%
|
|
|
1933
|
Hubbell Strickland Wealth Management
New Orleans,
Louisiana
|
$36.6万
|
+$4.61万
|
+595
|
+15%
|
|
|
1934
|
Disciplined Investors
Waco,
Texas
|
$36.6万
|
+$698
|
+9
|
+0.2%
|
|
|
1935
|
Compass Advisory Group
Melville,
New York
|
$36.5万
|
+$930
|
+12
|
+0.3%
|
|
|
1936
|
Claro Advisors
Boston,
Massachusetts
|
$36.4万
|
-$3.43万
|
-442
|
-9%
|
|
|
1937
|
One Wealth Management Investment & Advisory Services
Miami Beach,
Florida
|
$36.4万
|
-$2.2万
|
-284
|
-6%
|
|
|
1938
|
Matters Capital
Miami,
Florida
|
$36.3万
|
+$1.32万
|
+170
|
+4%
|
|
|
1939
|
Cahaba Wealth Management
Atlanta,
Georgia
|
$36.3万
|
-$8,295
|
-107
|
-2%
|
|
|
1940
|
Oath Planning
Tulsa,
Oklahoma
|
$36.3万
|
+$1,008
|
+13
|
+0.3%
|
|
|
1941
|
PTM Wealth Management
North Wales,
United States
|
$36.2万
|
+$1,163
|
+15
|
+0.3%
|
|
|
1942
|
Trek Financial
Scottsdale,
Arizona
|
$36.1万
|
+$2.06万
|
+266
|
+6%
|
|
|
1943
|
Monetary Management Group
St Louis,
Missouri
|
$35.9万
|
+$20.9万
|
+2,700
|
+153%
|
|
|
1944
|
Parcion Private Wealth
Bellevue,
Washington
|
$35.9万
|
-$4.87万
|
-628
|
-12%
|
|
|
1945
|
Signature Equity Partners
Columbus,
Ohio
|
$35.9万
|
-$8.03万
|
-1,036
|
-19%
|
|
|
1946
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$35.8万
|
+$775
|
+10
|
+0.2%
|
|
|
1947
|
First Western Trust Bank
Denver,
Colorado
|
$35.7万
|
+$12.6万
|
+1,624
|
+58%
|
|
|
1948
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$35.6万
|
-$5.21万
|
-672
|
-13%
|
|
|
1949
|
Raab & Moskowitz Asset Management
Chatham,
New Jersey
|
$35.6万
|
+$10.4万
|
+1,347
|
+44%
|
|
|
1950
|
Sunburst Financial Group
Vestavia Hills,
Alabama
|
$35.5万
|
-$8.32万
|
-1,073
|
-20%
|
|
