|
1901
|
Coign Capital Advisors
Draper,
Utah
|
US$225萬
|
-US$4.92萬
|
-120
|
-3%
|
|
|
1902
|
Lifeworks Advisors
Grand Rapids,
Michigan
|
US$224萬
|
+US$16.7萬
|
+408
|
+12%
|
|
|
1903
|
Richardson Financial Services
Medway,
Massachusetts
|
US$224萬
|
-US$5.08萬
|
-124
|
-3%
|
|
|
1904
|
Convergence Financial
Columbia,
Missouri
|
US$224萬
|
+US$73.5萬
|
+1,793
|
+87%
|
|
|
1905
|
Fosun International
Hong Kong,
China
|
US$223萬
|
+US$26.4萬
|
+643
|
+20%
|
|
|
1906
|
Liberty One Investment Management
Libertyville,
Illinois
|
US$223萬
|
-US$141萬
|
-3,440
|
-47%
|
|
|
1907
|
CVA Family Office
Denver,
Colorado
|
US$223萬
|
+US$8,200
|
+20
|
+0.5%
|
|
|
1908
|
Portside Wealth Group
Provo,
Utah
|
US$223萬
|
+US$5.86萬
|
+143
|
+4%
|
|
|
1909
|
Garrett Wealth Advisory Group
Weatherford,
Texas
|
US$222萬
|
-US$1,640
|
-4
|
-0.1%
|
|
|
1910
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
US$222萬
|
-US$5.78萬
|
-141
|
-4%
|
|
|
1911
|
SOA Wealth Advisors
New York
|
US$221萬
|
-US$6.64萬
|
-162
|
-4%
|
|
|
1912
|
Wealth Alliance
Mellville,
New York
|
US$221萬
|
-US$3.44萬
|
-84
|
-2%
|
|
|
1913
|
InterCapital
Austin,
Texas
|
US$221萬
|
+US$156萬
|
+3,800
|
新
|
|
|
1914
|
Q3 Asset Management
Birmingham,
Michigan
|
US$221萬
|
+US$156萬
|
+3,798
|
新
|
|
|
1915
|
Parcion Private Wealth
Bellevue,
Washington
|
US$221萬
|
+US$46萬
|
+1,121
|
+42%
|
|
|
1916
|
Synergy Financial Group
San Ramon,
California
|
US$220萬
|
+US$1.76萬
|
+43
|
+1%
|
|
|
1917
|
Menard Financial Group
Houston,
Texas
|
US$220萬
|
+US$5,740
|
+14
|
+0.4%
|
|
|
1918
|
BOS Asset Management
Springfield,
Illinois
|
US$220萬
|
-US$30.7萬
|
-748
|
-17%
|
|
|
1919
|
VUB Generali dochodkova spravcovska spolocnost
Bratislava,
|
US$219萬
|
–
|
–
|
–
|
|
|
1920
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
US$219萬
|
+US$54萬
|
+1,317
|
+54%
|
|
|
1921
|
Coastline Trust
Providence,
Rhode Island
|
US$218萬
|
–
|
–
|
–
|
|
|
1922
|
Carr Financial Group
Worcester,
Massachusetts
|
US$218萬
|
-US$4.92萬
|
-120
|
-3%
|
|
|
1923
|
Pictet Bank & Trust
Nassau,
Bahamas
|
US$218萬
|
+US$154萬
|
+3,749
|
新
|
|
|
1924
|
Stoneridge Investment Partners
Radnor,
Pennsylvania
|
US$217萬
|
-US$152萬
|
-3,710
|
-45%
|
|
|
1925
|
Enzi Wealth
Austin,
Texas
|
US$216萬
|
-US$22.6萬
|
-551
|
-12%
|
|
