|
1901
|
Richard W. Paul & Associates
Novi,
Michigan
|
$44.6万
|
-$7,474
|
-93
|
-2%
|
|
|
1902
|
Atlas Legacy Advisors
Los Angeles,
California
|
$44.5万
|
+$10.4万
|
+1,298
|
+32%
|
|
|
1903
|
First Citizens Financial Corp
Mason City,
Iowa
|
$44.5万
|
-$2.92万
|
-363
|
-6%
|
|
|
1904
|
Ignite Planners
San Clemente,
California
|
$44.5万
|
+$3.57万
|
+444
|
+9%
|
|
|
1905
|
Roberts Wealth Advisors
Palo Alto,
California
|
$44.4万
|
–
|
–
|
–
|
|
|
1906
|
Maripau Wealth Management
Fort Wayne,
Indiana
|
$44.4万
|
+$1.29万
|
+161
|
+3%
|
|
|
1907
|
Cascade Financial Partners
San Diego,
California
|
$44.4万
|
-$2.31万
|
-288
|
-5%
|
|
|
1908
|
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
|
$44.2万
|
+$40.3万
|
+5,015
|
新規
|
|
|
1909
|
Gradient Capital Advisors
San Diego,
California
|
$44.1万
|
-$5.57万
|
-693
|
-11%
|
|
|
1910
|
Encompass More Asset Management
Danville,
California
|
$44.1万
|
-$2,089
|
-26
|
-0.5%
|
|
|
1911
|
GK Wealth Management
Reno,
Nevada
|
$44万
|
+$42.8万
|
+5,323
|
新規
|
|
|
1912
|
Leonard Rickey Investment Advisors
Yakima,
Washington
|
$43.9万
|
-$3.59万
|
-447
|
-8%
|
|
|
1913
|
Optivise Advisory Services
Franklin,
Tennessee
|
$43.9万
|
+$4.64万
|
+577
|
+12%
|
|
|
1914
|
Brown Financial Advisors
Milford,
Ohio
|
$43.7万
|
+$7,876
|
+98
|
+2%
|
|
|
1915
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$43.6万
|
-$16.2万
|
-2,020
|
-28%
|
|
|
1916
|
Marino Stram & Associates
Braintree,
Massachusetts
|
$43.5万
|
+$4,420
|
+55
|
+1%
|
|
|
1917
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$43.5万
|
+$14.9万
|
+1,848
|
+57%
|
|
|
1918
|
Diversified Management
Milwaukee,
Wisconsin
|
$43.4万
|
-$101万
|
-12,521
|
-70%
|
|
|
1919
|
Fox Run Management
Greenwich,
Connecticut
|
$43.3万
|
-$92.3万
|
-11,485
|
-69%
|
|
|
1920
|
UP Strategic Wealth Investment Advisors
Pittsburgh,
Pennsylvania
|
$43.2万
|
–
|
–
|
–
|
|
|
1921
|
Urban Wealth Management
El Segundo,
California
|
$43.2万
|
–
|
–
|
–
|
|
|
1922
|
Vantus Wealth
Lancaster,
Pennsylvania
|
$43.2万
|
+$42万
|
+5,228
|
新規
|
|
|
1923
|
Riversedge Advisors
Wilmington,
Delaware
|
$43.1万
|
+$41.9万
|
+5,219
|
新規
|
|
|
1924
|
Crédit Industriel et Commercial
Paris France,
France
|
$43.1万
|
-$25.8万
|
-3,214
|
-38%
|
|
|
1925
|
Matrix Private Capital Group
New York
|
$43万
|
–
|
–
|
–
|
|
