|
1926
|
GreatBanc Trust
Lisle,
Illinois
|
US$28.2萬
|
–
|
–
|
–
|
|
|
1927
|
Foronjy Financial
Santa Barbara,
California
|
US$28.2萬
|
+US$23.1萬
|
+3,198
|
新
|
|
|
1928
|
Voya Financial Advisors
Windsor,
Connecticut
|
US$28.2萬
|
+US$24.4萬
|
+3,386
|
新
|
|
|
1929
|
UP Strategic Wealth Investment Advisors
Pittsburgh,
Pennsylvania
|
US$28.1萬
|
–
|
–
|
–
|
|
|
1930
|
Moody National Bank Trust Division
Galveston,
Texas
|
US$28萬
|
-US$3.07萬
|
-426
|
-12%
|
|
|
1931
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
US$27.9萬
|
+US$12.7萬
|
+1,760
|
+126%
|
|
|
1932
|
Family Capital Management
Grand Rapids,
Michigan
|
US$27.8萬
|
+US$22.7萬
|
+3,152
|
新
|
|
|
1933
|
Great Lakes Retirement
Sandusky,
Ohio
|
US$27.7萬
|
+US$22.7萬
|
+3,144
|
新
|
|
|
1934
|
Kiker Wealth Management
Jasper,
Georgia
|
US$27.7萬
|
-US$2.77萬
|
-384
|
-11%
|
|
|
1935
|
Gallacher Capital Management
Lone Tree,
Colorado
|
US$27.6萬
|
-US$13.6萬
|
-1,888
|
-38%
|
|
|
1936
|
Core Alternative Capital
Peachtree Corners,
Georgia
|
US$27.6萬
|
+US$3.76萬
|
+522
|
+20%
|
|
|
1937
|
Carroll Investors
Mt Pleasant,
South Carolina
|
US$27.6萬
|
+US$22.6萬
|
+3,130
|
新
|
|
|
1938
|
PGIM Custom Harvest
Newark,
New Jersey
|
US$27.5萬
|
+US$22.5萬
|
+3,118
|
新
|
|
|
1939
|
Icon Wealth Advisors
Houston,
Texas
|
US$27.4萬
|
+US$2.64萬
|
+366
|
+13%
|
|
|
1940
|
Verity & Verity
Beaufort,
South Carolina
|
US$27.3萬
|
+US$22.4萬
|
+3,102
|
新
|
|
|
1941
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
US$27.2萬
|
+US$22.3萬
|
+3,090
|
新
|
|
|
1942
|
Arta Finance Wealth Management
Mountain View,
California
|
US$27.2萬
|
+US$22.3萬
|
+3,090
|
新
|
|
|
1943
|
Talon Private Wealth
The Villages,
Florida
|
US$27.2萬
|
+US$22.2萬
|
+3,086
|
新
|
|
|
1944
|
L.J. Altfest & Co
New York
|
US$27.2萬
|
+US$22.2萬
|
+3,082
|
新
|
|
|
1945
|
Center for Financial Planning
Southfied,
Michigan
|
US$27.1萬
|
–
|
–
|
–
|
|
|
1946
|
Ridgecrest Wealth Partners
Mill Valley,
California
|
US$27萬
|
+US$22.1萬
|
+3,062
|
新
|
|
|
1947
|
|
US$27萬
|
+US$22萬
|
+3,054
|
新
|
|
|
1948
|
Stronghold Wealth Management
Tampa,
Florida
|
US$26.9萬
|
-US$9.8萬
|
-1,360
|
-31%
|
|
|
1949
|
Whelan Financial
Fresno,
California
|
US$26.9萬
|
+US$22萬
|
+3,054
|
新
|
|
|
1950
|
Brogan Financial
Knoxville,
Tennessee
|
US$26.9萬
|
+US$22萬
|
+3,050
|
新
|
|
