|
1876
|
O'Keefe Stevens Advisory
Rochester,
New York
|
US$20.1萬
|
+US$19.4萬
|
+567
|
新
|
|
|
1877
|
Triumph Capital Management
Denver,
Colorado
|
US$20萬
|
+US$1.23萬
|
+36
|
+7%
|
|
|
1878
|
Eads & Heald Wealth Management
Atlanta,
Georgia
|
US$20萬
|
+US$19.4萬
|
+566
|
新
|
|
|
1879
|
Aberdeen Wealth Management
Lake Bluff,
Illinois
|
US$20萬
|
-US$12.6萬
|
-367
|
-39%
|
|
|
1880
|
ZEGA Investments
Palm Beach Gardens,
Florida
|
US$19.9萬
|
+US$19.3萬
|
+563
|
新
|
|
|
1881
|
Caldwell Sutter Capital
Sausalito,
California
|
US$19.9萬
|
-US$9,248
|
-27
|
-5%
|
|
|
1882
|
Key Capital Management
Hendersonville, Tn 37075,
Tennessee
|
US$19.5萬
|
-US$5.14萬
|
-150
|
-21%
|
|
|
1883
|
Institute for Wealth Management
Denver,
Colorado
|
US$19.4萬
|
-US$1.64萬
|
-48
|
-8%
|
|
|
1884
|
Glen Eagle Advisors
Kingston,
New Jersey
|
US$19.4萬
|
-US$1.85萬
|
-54
|
-9%
|
|
|
1885
|
Gables Capital Management
Miami,
Florida
|
US$18.8萬
|
–
|
–
|
–
|
|
|
1886
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
US$18.7萬
|
+US$7,193
|
+21
|
+4%
|
|
|
1887
|
MTM Investment Management
Spartanburg,
South Carolina
|
US$18.4萬
|
–
|
–
|
–
|
|
|
1888
|
Vanguard National Trust
Malvern,
Pennsylvania
|
US$18萬
|
+US$10.3萬
|
+300
|
+144%
|
|
|
1889
|
Vision Retirement
Ridgewood,
New Jersey
|
US$17.8萬
|
+US$15萬
|
+437
|
+652%
|
|
|
1890
|
Synergy Investment Management
Altamonte Springs,
Florida
|
US$17.4萬
|
+US$14.4萬
|
+421
|
+628%
|
|
|
1891
|
|
US$17萬
|
+US$2,055
|
+6
|
+1%
|
|
|
1892
|
Compass Financial Management
Tampa,
Florida
|
US$16.9萬
|
+US$15.7萬
|
+457
|
新
|
|
|
1893
|
D.J. St. Germain
Springfield,
Massachusetts
|
US$16.8萬
|
-US$6,508
|
-19
|
-4%
|
|
|
1894
|
|
US$16.6萬
|
-US$3.05萬
|
-89
|
-16%
|
|
|
1895
|
True Wealth Design
Akron,
Ohio
|
US$16.4萬
|
-US$2.74萬
|
-80
|
-15%
|
|
|
1896
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
US$15.8萬
|
+US$343
|
+1
|
+0.2%
|
|
|
1897
|
MidFirst Bank
Oklahoma City,
Oklahoma
|
US$15.7萬
|
+US$1,713
|
+5
|
+1%
|
|
|
1898
|
Estabrook Capital Management
New York
|
US$15.7萬
|
+US$5.48萬
|
+160
|
+57%
|
|
|
1899
|
Peoples Financial Services Corp
Moosic,
Pennsylvania
|
US$15.6萬
|
-US$3,425
|
-10
|
-2%
|
|
|
1900
|
Basecamp Wealth Advisors
Bellevue,
Washington
|
US$15.5萬
|
+US$4,110
|
+12
|
+3%
|
|
