|
1926
|
Cornerstone Financial Management
Burlington,
Massachusetts
|
US$1.51萬
|
+US$9,449
|
+108
|
+189%
|
|
|
1927
|
Raffa Wealth Management
Washington,
District of Columbia
|
US$1.48萬
|
-US$3,237
|
-37
|
-19%
|
|
|
1928
|
|
US$1.46萬
|
+US$350
|
+4
|
+3%
|
|
|
1929
|
GGM Financials
Columbus,
Ohio
|
US$1.43萬
|
+US$87
|
+1
|
+0.6%
|
|
|
1930
|
New England Capital Financial Advisors
Meriden,
Connecticut
|
US$1.35萬
|
+US$87
|
+1
|
+0.7%
|
|
|
1931
|
High Note Wealth
Deephaven,
Minnesota
|
US$1.34萬
|
+US$2,362
|
+27
|
+23%
|
|
|
1932
|
ORG Wealth Partners
Dallas,
Texas
|
US$1.34萬
|
-US$20.9萬
|
-2,392
|
-94%
|
|
|
1933
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
US$1.3萬
|
-US$525
|
-6
|
-4%
|
|
|
1934
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
US$1.25萬
|
–
|
–
|
–
|
|
|
1935
|
Nova Wealth Management
Bonita Springs,
Florida
|
US$1.25萬
|
–
|
–
|
–
|
|
|
1936
|
Rialto Wealth Management
Syracuse,
New York
|
US$1.21萬
|
+US$2,625
|
+30
|
+29%
|
|
|
1937
|
Winch Advisory Services
Appleton,
Wisconsin
|
US$1.19萬
|
–
|
–
|
–
|
|
|
1938
|
BankPlus Trust Department
Jackson,
Mississippi
|
US$1.18萬
|
–
|
–
|
–
|
|
|
1939
|
Godfrey Financial Associates
Glenmont,
New York
|
US$1.15萬
|
–
|
–
|
–
|
|
|
1940
|
McGuire Capital Advisors
Bethany,
Oklahoma
|
US$1.12萬
|
-US$875
|
-10
|
-8%
|
|
|
1941
|
Horizon Financial Services
Winston Salem,
North Carolina
|
US$1.11萬
|
+US$4,900
|
+56
|
+86%
|
|
|
1942
|
Valued Wealth Advisors
Holladay,
Utah
|
US$1.08萬
|
+US$1,487
|
+17
|
+17%
|
|
|
1943
|
Hughes Financial Services
Herndon,
Virginia
|
US$1.05萬
|
+US$3,937
|
+45
|
+64%
|
|
|
1944
|
CDKV Holdings
Denver,
Colorado
|
US$1.01萬
|
–
|
–
|
–
|
|
|
1945
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
US$9,993
|
+US$2,275
|
+26
|
+31%
|
|
|
1946
|
Trust Company
Manhattan,
Kansas
|
US$9,718
|
-US$7.88萬
|
-901
|
-89%
|
|
|
1947
|
Davis Capital Management
Jacksonville,
Florida
|
US$9,535
|
+US$1,050
|
+12
|
+13%
|
|
|
1948
|
Key Financial Inc
West Chester,
Pennsylvania
|
US$9,443
|
–
|
–
|
–
|
|
|
1949
|
Aventura Private Wealth
Aventura,
Florida
|
US$9,168
|
–
|
–
|
–
|
|
|
1950
|
Axiom Investment Management
New York
|
US$9,168
|
–
|
–
|
–
|
|
