|
1901
|
F/M Investments
Washington,
District of Columbia
|
US$39.2萬
|
-US$5.25萬
|
-33
|
-14%
|
|
|
1902
|
Paladin Wealth
Arden Hills,
Minnesota
|
US$39.2萬
|
+US$1.27萬
|
+8
|
+4%
|
|
|
1903
|
ICW Investment Advisors
Scottsdale,
Arizona
|
US$39.1萬
|
–
|
–
|
–
|
|
|
1904
|
Goldstone Financial Group
Oakbrook Terrace,
Illinois
|
US$38.8萬
|
+US$7,959
|
+5
|
+3%
|
|
|
1905
|
Kera Capital Partners
San Jose,
California
|
US$38.8萬
|
+US$3.02萬
|
+19
|
+11%
|
|
|
1906
|
German American Bancorp
Jasper,
Indiana
|
US$38.8萬
|
+US$6.53萬
|
+41
|
+27%
|
|
|
1907
|
Cahaba Wealth Management
Atlanta,
Georgia
|
US$38.7萬
|
–
|
–
|
–
|
|
|
1908
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
US$38.6萬
|
+US$2.07萬
|
+13
|
+7%
|
|
|
1909
|
Townsend Asset Management
Raleigh,
North Carolina
|
US$38.6萬
|
–
|
–
|
–
|
|
|
1910
|
Spirepoint Private Client
Vero Beach,
Florida
|
US$38.6萬
|
+US$1.91萬
|
+12
|
+7%
|
|
|
1911
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
US$38.2萬
|
+US$9,550
|
+6
|
+3%
|
|
|
1912
|
|
US$38.1萬
|
+US$5.73萬
|
+36
|
+23%
|
|
|
1913
|
Drucker Wealth 3.0
Woodcliff Lake,
New Jersey
|
US$38萬
|
+US$1.27萬
|
+8
|
+4%
|
|
|
1914
|
Rare Wolf Capital
Bellevue,
Washington
|
US$38萬
|
–
|
–
|
–
|
|
|
1915
|
Pura Vida Investments
New York
|
US$37.8萬
|
–
|
–
|
–
|
|
|
1916
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
US$37.7萬
|
-US$3.66萬
|
-23
|
-11%
|
|
|
1917
|
Blalock Williams
Alexander City,
Alabama
|
US$37.6萬
|
+US$1.43萬
|
+9
|
+5%
|
|
|
1918
|
YANKCOM Partnership
Yankton,
South Dakota
|
US$37.6萬
|
+US$4,775
|
+3
|
+2%
|
|
|
1919
|
Palisade Capital Management
Fort Lee,
New Jersey
|
US$37.5萬
|
+US$1.27萬
|
+8
|
+4%
|
|
|
1920
|
Blueshift Asset Management
Red Bank,
New Jersey
|
US$37.4萬
|
-US$48.9萬
|
-307
|
-62%
|
|
|
1921
|
Golden State Wealth Management
Santa Ana,
California
|
US$37.2萬
|
-US$2.39萬
|
-15
|
-7%
|
|
|
1922
|
Global Assets Advisory
Orlando,
Florida
|
US$37.2萬
|
+US$12.6萬
|
+79
|
+64%
|
|
|
1923
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
US$37萬
|
-US$5.41萬
|
-34
|
-15%
|
|
|
1924
|
Independent Wealth Network
Urbandale,
Iowa
|
US$36.9萬
|
+US$1.91萬
|
+12
|
+7%
|
|
|
1925
|
|
US$36.8萬
|
–
|
–
|
–
|
|
