|
1901
|
Atala Financial
Calabasas,
California
|
US$60萬
|
+US$9,605
|
+30
|
+2%
|
|
|
1902
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
US$59.9萬
|
+US$2.59萬
|
+81
|
+5%
|
|
|
1903
|
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
|
US$59.9萬
|
+US$1,281
|
+4
|
+0.2%
|
|
|
1904
|
Adell Harriman & Carpenter
Houston,
Texas
|
US$59.9萬
|
+US$2.72萬
|
+85
|
+5%
|
|
|
1905
|
Z3 Capital Partners
Richmond,
Virginia
|
US$59.8萬
|
–
|
–
|
–
|
|
|
1906
|
Tandem Investment Partners
Bordentown,
New Jersey
|
US$59.7萬
|
+US$30.3萬
|
+945
|
+115%
|
|
|
1907
|
Midway Capital Research & Management
Chicago,
Illinois
|
US$59.6萬
|
–
|
–
|
–
|
|
|
1908
|
Aigen Investment Management
New York
|
US$59.5萬
|
-US$234萬
|
-7,316
|
-81%
|
|
|
1909
|
Lake Street Private Wealth
Chicago,
Illinois
|
US$59.5萬
|
+US$2.56萬
|
+80
|
+5%
|
|
|
1910
|
Legend Capital Advisors
New York
|
US$59.4萬
|
–
|
–
|
–
|
|
|
1911
|
Sage Private Wealth Group
Oakbrook Terrace,
Illinois
|
US$59.4萬
|
-US$1.18萬
|
-37
|
-2%
|
|
|
1912
|
Centurion Wealth Management
Mclean,
Virginia
|
US$59.4萬
|
-US$1.09萬
|
-34
|
-2%
|
|
|
1913
|
Phillips Wealth Planners
Starkville,
Mississippi
|
US$59.3萬
|
-US$4.07萬
|
-127
|
-7%
|
|
|
1914
|
Heritage Investment Group
Pompano Beach,
Florida
|
US$59.3萬
|
+US$640
|
+2
|
+0.1%
|
|
|
1915
|
Capital Square
Chattanooga,
Tennessee
|
US$59.2萬
|
+US$11.5萬
|
+358
|
+27%
|
|
|
1916
|
Waters Parkerson & Co
New Orleans,
Louisiana
|
US$59.2萬
|
–
|
–
|
–
|
|
|
1917
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
US$59.1萬
|
+US$1,601
|
+5
|
+0.3%
|
|
|
1918
|
Everpar Advisors
Tulsa,
Oklahoma
|
US$59.1萬
|
+US$10.1萬
|
+314
|
+22%
|
|
|
1919
|
Davis Investment Partners
Charlotte,
North Carolina
|
US$59萬
|
–
|
–
|
–
|
|
|
1920
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
US$58.8萬
|
+US$4.1萬
|
+128
|
+8%
|
|
|
1921
|
Howard Financial Services
Dallas,
Texas
|
US$58.8萬
|
+US$7.75萬
|
+242
|
+16%
|
|
|
1922
|
Trivium Point Advisory
Westport,
Connecticut
|
US$58.7萬
|
+US$55.6萬
|
+1,736
|
新
|
|
|
1923
|
XML Financial
Bethesda,
Maryland
|
US$58.6萬
|
+US$8,004
|
+25
|
+1%
|
|
|
1924
|
Patten Group
Chattanooga,
Tennessee
|
US$58.4萬
|
-US$12.5萬
|
-391
|
-18%
|
|
|
1925
|
Calton & Associates
Tampa,
Florida
|
US$58.4萬
|
+US$640
|
+2
|
+0.1%
|
|
