|
1901
|
First Interstate Bank
Billings,
Montana
|
$26.1万
|
-$5.45万
|
-245
|
-17%
|
|
|
1902
|
Everhart Financial Group
Dublin,
Ohio
|
$26.1万
|
-$4,448
|
-20
|
-2%
|
|
|
1903
|
1776 Wealth
Atlanta,
Georgia
|
$26万
|
+$222
|
+1
|
+0.1%
|
|
|
1904
|
Crewe Advisors
Salt Lake City,
Utah
|
$26万
|
-$2.11万
|
-95
|
-8%
|
|
|
1905
|
Ruggiero Investments
West Palm Beach,
Florida
|
$26万
|
+$25.9万
|
+1,165
|
新規
|
|
|
1906
|
PGIM Custom Harvest
Newark,
New Jersey
|
$25.9万
|
-$1.29万
|
-58
|
-5%
|
|
|
1907
|
Montag & Associates
Atlanta,
Georgia
|
$25.9万
|
+$5.38万
|
+242
|
+26%
|
|
|
1908
|
Manske Wealth Management
Houston,
Texas
|
$25.8万
|
+$25.7万
|
+1,157
|
新規
|
|
|
1909
|
Peak Retirement Planning
Columbus,
Ohio
|
$25.7万
|
+$25.7万
|
+1,155
|
新規
|
|
|
1910
|
Capital International Sarl
Los Angeles,
California
|
$25.7万
|
-$2.51万
|
-113
|
-9%
|
|
|
1911
|
Wendell David Associates
Portsmouth,
New Hampshire
|
$25.7万
|
–
|
–
|
–
|
|
|
1912
|
Clearwave Capital
Upland,
California
|
$25.6万
|
+$25.6万
|
+1,149
|
新規
|
|
|
1913
|
Henson-Edgewater Management
Avon,
Ohio
|
$25.5万
|
-$4.45万
|
-200
|
-15%
|
|
|
1914
|
Argus Investors Counsel
New York
|
$25.4万
|
–
|
–
|
–
|
|
|
1915
|
E-Wealth Partners
Minnetonka,
Minnesota
|
$25.4万
|
-$1.16万
|
-52
|
-4%
|
|
|
1916
|
OmniStar Financial Group
Wilmington,
North Carolina
|
$25.4万
|
-$8,007
|
-36
|
-3%
|
|
|
1917
|
LVW Advisors
Pittsford,
New York
|
$25.4万
|
+$4.07万
|
+183
|
+19%
|
|
|
1918
|
Shikiar Asset Management
New York
|
$25.3万
|
-$3.56万
|
-160
|
-12%
|
|
|
1919
|
Grimes & Company
Westborough,
Massachusetts
|
$25.3万
|
+$9,119
|
+41
|
+4%
|
|
|
1920
|
Bluebird Wealth Management
Medfield,
Massachusetts
|
$25.3万
|
–
|
–
|
–
|
|
|
1921
|
New Covenant Trust Company
Jeffersonville,
Indiana
|
$25.2万
|
+$1.73万
|
+78
|
+7%
|
|
|
1922
|
Eastover Investment Advisors
Charlotte,
North Carolina
|
$25.1万
|
+$4.43万
|
+199
|
+22%
|
|
|
1923
|
GGM Financials
Columbus,
Ohio
|
$25万
|
+$9.9万
|
+447
|
+66%
|
|
|
1924
|
A.D. Beadell Investment Counsel
Mequon,
Wisconsin
|
$25万
|
–
|
–
|
–
|
|
|
1925
|
Pasadena Private Wealth
Pasadena,
California
|
$24.9万
|
–
|
–
|
–
|
|
