|
1926
|
Phillips Financial Management
Fort Wayne,
Indiana
|
US$23.1萬
|
-US$2.01萬
|
-94
|
-8%
|
|
|
1927
|
Wedge Capital Management
Charlotte,
North Carolina
|
US$23.1萬
|
-US$5,985
|
-28
|
-3%
|
|
|
1928
|
CDM Financial Counseling Services
Norwich,
Connecticut
|
US$22.9萬
|
–
|
–
|
–
|
|
|
1929
|
BOK Financial Private Wealth
Denver,
Colorado
|
US$22.9萬
|
+US$1,924
|
+9
|
+0.9%
|
|
|
1930
|
Innovative Asset Advisors Group
Shelton,
Connecticut
|
US$22.9萬
|
-US$1.13萬
|
-53
|
-5%
|
|
|
1931
|
Clarity Financial
Houston,
Texas
|
US$22.9萬
|
+US$427
|
+2
|
+0.2%
|
|
|
1932
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
US$22.9萬
|
-US$86.5萬
|
-4,045
|
-80%
|
|
|
1933
|
McLean Asset Management
Tysons,
Virginia
|
US$22.9萬
|
+US$18.4萬
|
+859
|
新
|
|
|
1934
|
Investment Research Partners
Lemont,
Pennsylvania
|
US$22.8萬
|
+US$21.8萬
|
+1,018
|
新
|
|
|
1935
|
Elevatus Welath Management
Victor,
New York
|
US$22.8萬
|
+US$21.7萬
|
+1,016
|
新
|
|
|
1936
|
Green Ridge Wealth Planning
Montville,
New Jersey
|
US$22.7萬
|
-US$1.52萬
|
-71
|
-7%
|
|
|
1937
|
Stembrook Asset Management
Red Bank,
New Jersey
|
US$22.7萬
|
–
|
–
|
–
|
|
|
1938
|
Mechanics Financial Corp
Mansfield,
Ohio
|
US$22.6萬
|
+US$2,351
|
+11
|
+1%
|
|
|
1939
|
Prosperitas Financial
Valencia,
California
|
US$22.6萬
|
+US$21.5萬
|
+1,008
|
新
|
|
|
1940
|
Putney Financial Group
San Rafael,
California
|
US$22.5萬
|
-US$5.45萬
|
-255
|
-20%
|
|
|
1941
|
Tacita Capital
Toronto,
Ontario, Canada
|
US$22.4萬
|
-US$4.28萬
|
-200
|
-17%
|
|
|
1942
|
American Money Management
Rancho Santa Fe,
California
|
US$22.4萬
|
-US$1.13萬
|
-53
|
-5%
|
|
|
1943
|
Reliant Investment Management
Memphis,
Tennessee
|
US$22.4萬
|
-US$1,924
|
-9
|
-0.9%
|
|
|
1944
|
GKV Capital Management
Walnut Creek,
California
|
US$22.4萬
|
–
|
–
|
–
|
|
|
1945
|
Thompson Investment Management
Madison,
Wisconsin
|
US$22.4萬
|
–
|
–
|
–
|
|
|
1946
|
Greenwood Gearhart
Fayetteville,
Arkansas
|
US$22.4萬
|
+US$21.4萬
|
+1,000
|
新
|
|
|
1947
|
New Republic Capital
Charlotte,
North Carolina
|
US$22.4萬
|
-US$5.75萬
|
-269
|
-21%
|
|
|
1948
|
Avity Investment Management
Greenwich,
Connecticut
|
US$22.3萬
|
–
|
–
|
–
|
|
|
1949
|
Stokes Family Office
New Orleans,
Louisiana
|
US$22.3萬
|
-US$4.04萬
|
-189
|
-16%
|
|
|
1950
|
FNY Investment Advisers
New York
|
US$22.3萬
|
-US$10.7萬
|
-500
|
-33%
|
|
