|
1926
|
Stokes Family Office
New Orleans,
Louisiana
|
US$480萬
|
-US$21.7萬
|
-298
|
-4%
|
|
|
1927
|
Aspen Investment Management
Grand Rapids,
Michigan
|
US$480萬
|
+US$54.1萬
|
+743
|
+13%
|
|
|
1928
|
Mezzasalma Advisors
Tinton Falls,
New Jersey
|
US$479萬
|
+US$20.8萬
|
+285
|
+5%
|
|
|
1929
|
Maripau Wealth Management
Fort Wayne,
Indiana
|
US$479萬
|
+US$90.3萬
|
+1,240
|
+24%
|
|
|
1930
|
Richard W. Paul & Associates
Novi,
Michigan
|
US$479萬
|
+US$2,185
|
+3
|
+0%
|
|
|
1931
|
Flywheel Private Wealth
Los Altos,
California
|
US$478萬
|
+US$2.18萬
|
+30
|
+0.5%
|
|
|
1932
|
Allen Investment Management
New York
|
US$477萬
|
+US$4.95萬
|
+68
|
+1%
|
|
|
1933
|
Essential Partners
Rancho Santa Fe,
California
|
US$477萬
|
+US$74.1萬
|
+1,018
|
+19%
|
|
|
1934
|
Intelligent Financial Strategies
Excelsior,
Minnesota
|
US$476萬
|
-US$8.23萬
|
-113
|
-2%
|
|
|
1935
|
OFS Enterprise
Kearney,
Nebraska
|
US$475萬
|
-US$1,456
|
-2
|
-0%
|
|
|
1936
|
Edgemoor Investment Advisors
Bethesda,
Maryland
|
US$475萬
|
-US$72.4萬
|
-994
|
-14%
|
|
|
1937
|
Bridgewater Advisors
New York
|
US$474萬
|
–
|
–
|
–
|
|
|
1938
|
Hill Island Financial
Grand Rapids,
Michigan
|
US$472萬
|
–
|
–
|
–
|
|
|
1939
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
US$471萬
|
-US$2.11萬
|
-29
|
-0.5%
|
|
|
1940
|
Cove Private Wealth
Oyster Bay Cove,
New York
|
US$471萬
|
+US$127萬
|
+1,749
|
+39%
|
|
|
1941
|
Ayalon Insurance Company
Ramat Gan,
Israel
|
US$469萬
|
-US$178萬
|
-2,443
|
-28%
|
|
|
1942
|
O'Keefe Stevens Advisory
Rochester,
New York
|
US$469萬
|
-US$8,010
|
-11
|
-0.2%
|
|
|
1943
|
Koesten Hirschmann & Crabtree
Overland Park,
Kansas
|
US$468萬
|
-US$7.28萬
|
-100
|
-2%
|
|
|
1944
|
Michels Family Financial
Fort Worth,
Texas
|
US$468萬
|
-US$8.23萬
|
-113
|
-2%
|
|
|
1945
|
First County Bank
Stamford,
Connecticut
|
US$468萬
|
+US$5,826
|
+8
|
+0.1%
|
|
|
1946
|
Forza Wealth Management
Sarasota,
Florida
|
US$466萬
|
-US$27.2萬
|
-374
|
-6%
|
|
|
1947
|
McAlister Sweet & Associates
Houston,
Texas
|
US$463萬
|
+US$13.2萬
|
+181
|
+3%
|
|
|
1948
|
CoreFirst Bank & Trust
Topeka,
Kansas
|
US$463萬
|
-US$12.2萬
|
-167
|
-3%
|
|
|
1949
|
Evensky & Katz
Coral Gables,
Florida
|
US$460萬
|
+US$8,010
|
+11
|
+0.2%
|
|
|
1950
|
Regatta Research & Money Management
Metairie,
Louisiana
|
US$460萬
|
+US$448萬
|
+6,149
|
新
|
|
