|
1901
|
Panoramic Capital Partners
Lake Oswego,
Oregon
|
$209万
|
+$27.2万
|
+762
|
+16%
|
|
|
1902
|
Alliance Wealth Advisors (Pennsylvania)
Scranton,
Pennsylvania
|
$208万
|
-$4,648
|
-13
|
-0.2%
|
|
|
1903
|
Etesian Wealth Advisors
West Linn,
Oregon
|
$208万
|
+$1.14万
|
+32
|
+0.6%
|
|
|
1904
|
Cornerstone Capital
Palo Alto,
California
|
$208万
|
-$1,788
|
-5
|
-0.1%
|
|
|
1905
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$208万
|
+$23.2万
|
+649
|
+13%
|
|
|
1906
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$208万
|
-$5,006
|
-14
|
-0.2%
|
|
|
1907
|
Crux Wealth Advisors
Long Beach,
California
|
$208万
|
-$9.01万
|
-252
|
-4%
|
|
|
1908
|
Armbruster Capital Management
Pittsford,
New York
|
$207万
|
+$90万
|
+2,517
|
+82%
|
|
|
1909
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$207万
|
-$86.5万
|
-2,420
|
-30%
|
|
|
1910
|
KMG Fiduciary Partners
Toledo,
Ohio
|
$206万
|
–
|
–
|
–
|
|
|
1911
|
JGP Wealth Management
Bend,
Oregon
|
$206万
|
-$12.7万
|
-355
|
-6%
|
|
|
1912
|
BDFS Capital
Rehoboth Beach,
Delaware
|
$206万
|
+$8.19万
|
+229
|
+4%
|
|
|
1913
|
Montz Harcus Wealth Management
New Orleans,
Louisiana
|
$206万
|
+$2,145
|
+6
|
+0.1%
|
|
|
1914
|
Sunbeam Capital Management
Atlanta,
Georgia
|
$206万
|
+$116万
|
+3,241
|
+139%
|
|
|
1915
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$206万
|
+$14.5万
|
+406
|
+8%
|
|
|
1916
|
|
$205万
|
-$3.36万
|
-94
|
-2%
|
|
|
1917
|
Fortis Capital Management
Bellevue,
Washington
|
$205万
|
+$5.86万
|
+164
|
+3%
|
|
|
1918
|
Intergy Private Wealth
Colorado Springs,
Colorado
|
$205万
|
+$39.4万
|
+1,102
|
+25%
|
|
|
1919
|
Northeast Investment Management
Boston,
Massachusetts
|
$205万
|
+$1,073
|
+3
|
+0.1%
|
|
|
1920
|
Zacks Investment Management
Chicago,
Illinois
|
$205万
|
-$23.6万
|
-659
|
-11%
|
|
|
1921
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$204万
|
-$3639万
|
-101,760
|
-95%
|
|
|
1922
|
Fermata Advisors
Sonoma,
California
|
$204万
|
+$1.9万
|
+53
|
+1%
|
|
|
1923
|
Meadow Creek Wealth Advisors
Atlanta,
Georgia
|
$203万
|
+$197万
|
+5,497
|
新規
|
|
|
1924
|
Rice Partnership
Honolulu,
Hawaii
|
$203万
|
–
|
–
|
–
|
|
|
1925
|
Helen Stephens Group
Fort Worth,
Texas
|
$203万
|
-$3.22万
|
-90
|
-2%
|
|
