|
1901
|
Legacy Capital Group California
Los Gatos,
California
|
US$191萬
|
-US$5.12萬
|
-490
|
-3%
|
|
|
1902
|
Allen Mooney & Barnes Investment Advisors
Thomasville,
Georgia
|
US$190萬
|
-US$1990萬
|
-190,286
|
-92%
|
|
|
1903
|
Gilbert & Cook
West Des Moines,
Iowa
|
US$190萬
|
-US$69.6萬
|
-6,653
|
-29%
|
|
|
1904
|
Moment Partners
San Francisco,
California
|
US$190萬
|
+US$5.73萬
|
+548
|
+4%
|
|
|
1905
|
Landmark Wealth Management (New York)
Melville,
New York
|
US$189萬
|
+US$5.28萬
|
+505
|
+3%
|
|
|
1906
|
Zevenbergen Capital Investments
Edmonds,
Washington
|
US$189萬
|
-US$3.4萬
|
-325
|
-2%
|
|
|
1907
|
Flywheel Private Wealth
Los Altos,
California
|
US$189萬
|
-US$6,275
|
-60
|
-0.4%
|
|
|
1908
|
Natural Investments
Windsor,
California
|
US$189萬
|
+US$5.33萬
|
+510
|
+3%
|
|
|
1909
|
Souders Financial Advisors
Cincinnati,
Ohio
|
US$189萬
|
+US$17.3萬
|
+1,654
|
+11%
|
|
|
1910
|
Princeton Capital Management
Red Bank,
New Jersey
|
US$188萬
|
+US$15.2萬
|
+1,450
|
+10%
|
|
|
1911
|
Centaurus Financial
Anaheim,
California
|
US$188萬
|
-US$3.9萬
|
-373
|
-2%
|
|
|
1912
|
ANB Bank
Denver,
Colorado
|
US$188萬
|
-US$14.4萬
|
-1,375
|
-8%
|
|
|
1913
|
Invesco LLC (Illinois)
Des Plaines,
Illinois
|
US$188萬
|
–
|
–
|
–
|
|
|
1914
|
JGP Wealth Management
Bend,
Oregon
|
US$188萬
|
-US$837
|
-8
|
-0.1%
|
|
|
1915
|
Saxon Interests
Houston,
Texas
|
US$188萬
|
-US$8.29萬
|
-793
|
-5%
|
|
|
1916
|
Shufro Rose & Co
New York
|
US$187萬
|
-US$1,569
|
-15
|
-0.1%
|
|
|
1917
|
Chilton Capital Management
Houston,
Texas
|
US$187萬
|
-US$3.69萬
|
-353
|
-2%
|
|
|
1918
|
PCM Encore
Aspen,
Colorado
|
US$187萬
|
+US$56.7萬
|
+5,423
|
+52%
|
|
|
1919
|
Hilltop Partners
Mishawaka,
Indiana
|
US$187萬
|
-US$49萬
|
-4,683
|
-23%
|
|
|
1920
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
US$187萬
|
-US$30.4萬
|
-2,906
|
-15%
|
|
|
1921
|
Pacific Sage Partners
Edmonds,
Washington
|
US$187萬
|
-US$3.19萬
|
-305
|
-2%
|
|
|
1922
|
Retireful LLC
Haslett,
Michigan
|
US$186萬
|
+US$166萬
|
+15,868
|
新
|
|
|
1923
|
FSM Wealth Advisors
Cleveland,
Ohio
|
US$186萬
|
+US$11.2萬
|
+1,067
|
+7%
|
|
|
1924
|
Zullo Investment Group
Scranton,
Pennsylvania
|
US$186萬
|
-US$10.6萬
|
-1,018
|
-6%
|
|
|
1925
|
Ark Wealth Advisors
Yorba Linda,
California
|
US$186萬
|
+US$9,203
|
+88
|
+0.6%
|
|
