|
1901
|
Resolute Wealth Advisor
Findlay,
Ohio
|
US$176萬
|
–
|
–
|
–
|
|
|
1902
|
T. Rowe Price Investment Management
Baltimore,
Maryland
|
US$176萬
|
+US$39.2萬
|
+1,205
|
+32%
|
|
|
1903
|
PUREfi Wealth
Boston,
Massachusetts
|
US$175萬
|
+US$25.6萬
|
+788
|
+19%
|
|
|
1904
|
Wiregrass Investment Management
Thomasville,
Georgia
|
US$175萬
|
-US$8.04萬
|
-247
|
-5%
|
|
|
1905
|
Letson Investment Management
Atlanta,
Georgia
|
US$175萬
|
–
|
–
|
–
|
|
|
1906
|
Midland Wealth Advisors
Effingham,
Illinois
|
US$174萬
|
+US$8.59萬
|
+264
|
+6%
|
|
|
1907
|
Kesler Norman & Wride
Ogden,
Utah
|
US$174萬
|
+US$3.42萬
|
+105
|
+2%
|
|
|
1908
|
Tempo Wealth
Independence,
Ohio
|
US$174萬
|
+US$19.8萬
|
+608
|
+14%
|
|
|
1909
|
Caxton Associates (UK)
London,
|
US$173萬
|
+US$119萬
|
+3,671
|
+294%
|
|
|
1910
|
Chilton Capital Management
Houston,
Texas
|
US$173萬
|
-US$46.5萬
|
-1,430
|
-23%
|
|
|
1911
|
Destination Wealth Management
Walnut Creek,
California
|
US$173萬
|
+US$17.1萬
|
+525
|
+12%
|
|
|
1912
|
Center for Financial Planning
Southfied,
Michigan
|
US$173萬
|
-US$1.04萬
|
-32
|
-0.6%
|
|
|
1913
|
First Citizens Financial Corp
Mason City,
Iowa
|
US$173萬
|
-US$1,301
|
-4
|
-0.1%
|
|
|
1914
|
BluePath Capital Management
Atlanta,
Georgia
|
US$173萬
|
+US$14.8萬
|
+456
|
+10%
|
|
|
1915
|
Sterling Investment Counsel
Buffalo,
New York
|
US$173萬
|
+US$3.87萬
|
+119
|
+2%
|
|
|
1916
|
BigSur Wealth Management
Miami,
Florida
|
US$172萬
|
-US$21.4萬
|
-659
|
-12%
|
|
|
1917
|
City State Bank
Norwalk,
Iowa
|
US$171萬
|
-US$2.28萬
|
-70
|
-1%
|
|
|
1918
|
Stablepoint Partners
Braintree,
Massachusetts
|
US$171萬
|
-US$6,181
|
-19
|
-0.4%
|
|
|
1919
|
Total Wealth Planning & Management
Ponte Vedra Beach,
Florida
|
US$171萬
|
+US$7.42萬
|
+228
|
+5%
|
|
|
1920
|
Capital Investment Counsel Inc
Raleigh,
North Carolina
|
US$171萬
|
+US$12.1萬
|
+373
|
+8%
|
|
|
1921
|
McDonald Partners
Cleveland,
Ohio
|
US$170萬
|
-US$118萬
|
-3,618
|
-43%
|
|
|
1922
|
Peoples Financial Services Corp
Moosic,
Pennsylvania
|
US$169萬
|
+US$6,507
|
+20
|
+0.4%
|
|
|
1923
|
Folger Nolan Fleming Douglas Capital Management
Washington,
District of Columbia
|
US$169萬
|
-US$6.51萬
|
-200
|
-4%
|
|
|
1924
|
Nilsine Partners
Greenwood Village,
Colorado
|
US$169萬
|
+US$37.2萬
|
+1,142
|
+31%
|
|
|
1925
|
Acropolis Investment Management
St. Louis,
Missouri
|
US$169萬
|
+US$2.34萬
|
+72
|
+2%
|
|
