|
1901
|
Impact Capital Partners
Greenwood Village,
Colorado
|
US$201萬
|
+US$4.48萬
|
+51
|
+3%
|
|
|
1902
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
US$200萬
|
+US$1.41萬
|
+16
|
+0.9%
|
|
|
1903
|
Pitcairn Wealth Advisors
Conshohocken,
Pennsylvania
|
US$200萬
|
-US$7,906
|
-9
|
-0.5%
|
|
|
1904
|
Appleton Partners
Boston,
Massachusetts
|
US$200萬
|
-US$1.23萬
|
-14
|
-0.7%
|
|
|
1905
|
Gradient Investments
Arden Hills,
Minnesota
|
US$200萬
|
+US$26.3萬
|
+299
|
+19%
|
|
|
1906
|
|
US$199萬
|
+US$7.2萬
|
+82
|
+5%
|
|
|
1907
|
Windsor Capital Management
Phoenix,
Arizona
|
US$199萬
|
-US$20.7萬
|
-236
|
-11%
|
|
|
1908
|
WealthPLAN Partners
Omaha,
Nebraska
|
US$199萬
|
+US$16.9萬
|
+192
|
+11%
|
|
|
1909
|
Operose Advisors
Milwaukee,
Wisconsin
|
US$199萬
|
-US$8,785
|
-10
|
-0.5%
|
|
|
1910
|
Kestra Investment Management
Austin,
Texas
|
US$199萬
|
-US$50.8萬
|
-578
|
-24%
|
|
|
1911
|
Bell Bank
Fargo,
North Dakota
|
US$199萬
|
+US$9,663
|
+11
|
+0.6%
|
|
|
1912
|
Montz Harcus Wealth Management
New Orleans,
Louisiana
|
US$198萬
|
+US$1.32萬
|
+15
|
+0.8%
|
|
|
1913
|
Alexis Investment Partners
Montgomery,
Texas
|
US$198萬
|
-US$81.7萬
|
-930
|
-33%
|
|
|
1914
|
Centurion Wealth Management
Mclean,
Virginia
|
US$198萬
|
-US$1.93萬
|
-22
|
-1%
|
|
|
1915
|
Westmount Partners
Los Angeles,
California
|
US$198萬
|
+US$3,514
|
+4
|
+0.2%
|
|
|
1916
|
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
US$198萬
|
+US$5.53萬
|
+63
|
+4%
|
|
|
1917
|
Carret Asset Management
New York
|
US$197萬
|
+US$15.4萬
|
+175
|
+10%
|
|
|
1918
|
J. Team Financial
Abilene,
Texas
|
US$197萬
|
+US$52.5萬
|
+598
|
+48%
|
|
|
1919
|
Fulton Breakefield Broenniman
Bethesda,
Maryland
|
US$197萬
|
+US$2.28萬
|
+26
|
+1%
|
|
|
1920
|
J. Safra Asset Management
New York
|
US$197萬
|
+US$3.69萬
|
+42
|
+2%
|
|
|
1921
|
Marion Wealth Management
Monroeville,
Pennsylvania
|
US$197萬
|
+US$2,635
|
+3
|
+0.2%
|
|
|
1922
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
US$196萬
|
–
|
–
|
–
|
|
|
1923
|
XXI Wealth LLC
Chicago,
Illinois
|
US$196萬
|
-US$2.72萬
|
-31
|
-2%
|
|
|
1924
|
Baker Ellis Asset Management
Vancouver,
Washington
|
US$196萬
|
-US$10.1萬
|
-115
|
-6%
|
|
|
1925
|
Bayban
Bayport,
Minnesota
|
US$196萬
|
+US$8.78萬
|
+100
|
+6%
|
|
