|
1901
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$20.1万
|
+$19.9万
|
+1,272
|
新規
|
|
|
1902
|
Univest Financial
Souderton,
Pennsylvania
|
$20.1万
|
+$19.8万
|
+1,269
|
新規
|
|
|
1903
|
LGT Financial Advisors
Dallas,
Texas
|
$19.5万
|
–
|
–
|
–
|
|
|
1904
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$19.3万
|
-$1,407
|
-9
|
-0.7%
|
|
|
1905
|
Evolution Wealth Management
Fort Myers,
Florida
|
$19.3万
|
+$4.44万
|
+284
|
+30%
|
|
|
1906
|
Silver Grove Financial Group
Orchard Park,
New York
|
$19.2万
|
+$2.88万
|
+184
|
+18%
|
|
|
1907
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$18.7万
|
-$4,532
|
-29
|
-2%
|
|
|
1908
|
TIAA Wealth Investment Management
New York
|
$18.2万
|
+$4.94万
|
+316
|
+38%
|
|
|
1909
|
Entrust Financial
Wayne,
Pennsylvania
|
$18万
|
-$1,250
|
-8
|
-0.7%
|
|
|
1910
|
Abound Wealth Management
Franklin,
Tennessee
|
$17.6万
|
+$1.09万
|
+70
|
+7%
|
|
|
1911
|
Alerus Financial
Grand Forks,
North Dakota
|
$17.2万
|
–
|
–
|
–
|
|
|
1912
|
McCarley & Cook Financial Planners
Cincinnati,
Ohio
|
$16.8万
|
–
|
–
|
–
|
|
|
1913
|
Hara Capital
Bellevue,
Washington
|
$16.7万
|
-$6.8万
|
-435
|
-29%
|
|
|
1914
|
Delta Asset Management
Memphis,
Tennessee
|
$16.6万
|
–
|
–
|
–
|
|
|
1915
|
MTM Investment Management
Spartanburg,
South Carolina
|
$16.5万
|
–
|
–
|
–
|
|
|
1916
|
Robinswood Financial
Kirkland,
Washington
|
$16.2万
|
-$3,282
|
-21
|
-2%
|
|
|
1917
|
Adkins Seale Capital Management
Shreveport,
Louisiana
|
$15.8万
|
–
|
–
|
–
|
|
|
1918
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$15.6万
|
+$15.5万
|
+990
|
新規
|
|
|
1919
|
Tidemark
San Diego,
California
|
$15.5万
|
+$5.52万
|
+353
|
+56%
|
|
|
1920
|
Stelac Advisory Services
New York
|
$15.5万
|
–
|
–
|
–
|
|
|
1921
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$15.4万
|
–
|
–
|
–
|
|
|
1922
|
J. Safra Asset Management
New York
|
$15.2万
|
–
|
–
|
–
|
|
|
1923
|
West Paces Advisors
Atlanta,
Georgia
|
$15万
|
+$14.8万
|
+948
|
新規
|
|
|
1924
|
Napier Financial
Braintree,
Massachusetts
|
$14.7万
|
+$3.13万
|
+200
|
+27%
|
|
|
1925
|
BNP Paribas Financial Markets
Paris,
France
|
$14.6万
|
-$7820万
|
-500,378
|
-100%
|
|
