|
1901
|
Edgewood Management
Greenwich,
Connecticut
|
US$65.6萬
|
+US$73.8萬
|
+1,781
|
新
|
|
|
1902
|
Guardian Asset Advisors
Mechanicsburg,
Pennsylvania
|
US$65.5萬
|
-US$5,386
|
-13
|
-0.7%
|
|
|
1903
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
US$65.4萬
|
-US$13.3萬
|
-320
|
-15%
|
|
|
1904
|
Windsor Capital Management
Phoenix,
Arizona
|
US$65.3萬
|
–
|
–
|
–
|
|
|
1905
|
Prosperity Financial Group
San Ramon,
California
|
US$64.9萬
|
-US$8.29萬
|
-200
|
-10%
|
|
|
1906
|
OneAscent Wealth Management
Birmingham,
Alabama
|
US$64.8萬
|
+US$4.14萬
|
+100
|
+6%
|
|
|
1907
|
Physician Wealth Advisors
Midvale,
Utah
|
US$64.8萬
|
+US$16.4萬
|
+397
|
+29%
|
|
|
1908
|
DBK Financial Counsel
Cuyahoga Falls,
Ohio
|
US$64.7萬
|
-US$45.7萬
|
-1,103
|
-39%
|
|
|
1909
|
BOK Financial
Tulsa,
Oklahoma
|
US$64.7萬
|
-US$543萬
|
-13,111
|
-88%
|
|
|
1910
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
US$64.5萬
|
-US$10.1萬
|
-243
|
-12%
|
|
|
1911
|
Human Investing
Lake Oswego,
Oregon
|
US$64.4萬
|
–
|
–
|
–
|
|
|
1912
|
Mascagni Wealth Management
Clinton,
Mississippi
|
US$64.4萬
|
-US$5.51萬
|
-133
|
-7%
|
|
|
1913
|
Tempus Wealth Planning
Irvine,
California
|
US$64.3萬
|
-US$9,942
|
-24
|
-1%
|
|
|
1914
|
Duncker Streett & Co
St. Louis,
Missouri
|
US$64.3萬
|
–
|
–
|
–
|
|
|
1915
|
Redwood Family Wealth
Addison,
Texas
|
US$64.2萬
|
+US$10.1萬
|
+244
|
+16%
|
|
|
1916
|
VSM Wealth Advisory
Hunt Valley,
Maryland
|
US$64.2萬
|
–
|
–
|
–
|
|
|
1917
|
Signature Wealth Management Partners
Montvale,
New Jersey
|
US$64.1萬
|
+US$32.5萬
|
+785
|
+82%
|
|
|
1918
|
Cornerstone Wealth Group
Huntersville,
North Carolina
|
US$64萬
|
-US$10.6萬
|
-256
|
-13%
|
|
|
1919
|
Helen Stephens Group
Fort Worth,
Texas
|
US$64萬
|
–
|
–
|
–
|
|
|
1920
|
Auxano Advisors
Bellevue,
Washington
|
US$63.9萬
|
-US$25.5萬
|
-616
|
-26%
|
|
|
1921
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
US$63.8萬
|
+US$61.8萬
|
+1,491
|
+616%
|
|
|
1922
|
Lotus Asset Management
Nashville,
Tennessee
|
US$63.8萬
|
+US$71.7萬
|
+1,731
|
新
|
|
|
1923
|
Madden Advisory Services
Jacksonville,
Florida
|
US$63.7萬
|
-US$2,486
|
-6
|
-0.3%
|
|
|
1924
|
Fortress Financial Group
Rochester,
Minnesota
|
US$63.6萬
|
–
|
–
|
–
|
|
|
1925
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
US$63.5萬
|
–
|
–
|
–
|
|
