|
1926
|
Dynamic Wealth Strategies
Granite Bay,
California
|
US$2.42萬
|
–
|
–
|
–
|
|
|
1927
|
one8zero8 LLC
Greensboro,
North Carolina
|
US$2.42萬
|
–
|
–
|
–
|
|
|
1928
|
Truvestments Capital
Sarasota,
Florida
|
US$2.42萬
|
–
|
–
|
–
|
|
|
1929
|
Wilkerson Advisory Group
Columbia,
Missouri
|
US$2.4萬
|
–
|
–
|
–
|
|
|
1930
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
US$2.4萬
|
–
|
–
|
–
|
|
|
1931
|
Integrity Financial
Cheyenne,
Wyoming
|
US$2.35萬
|
–
|
–
|
–
|
|
|
1932
|
Investment Counsel Company of Nevada
Las Vegas,
Nevada
|
US$2.33萬
|
+US$2.24萬
|
+96
|
新
|
|
|
1933
|
Cheviot Value Management
Beverly Hills,
California
|
US$2.3萬
|
–
|
–
|
–
|
|
|
1934
|
Fourth Dimension Wealth
Middleburg Heights,
Ohio
|
US$2.21萬
|
–
|
–
|
–
|
|
|
1935
|
Gen-Wealth Partners
Zeeland,
Michigan
|
US$2.11萬
|
–
|
–
|
–
|
|
|
1936
|
Comprehensive Financial Planning
East Petersburg,
Pennsylvania
|
US$2.06萬
|
–
|
–
|
–
|
|
|
1937
|
Richardson Capital Management
Menomonee Falls,
Wisconsin
|
US$1.94萬
|
-US$3.33萬
|
-143
|
-64%
|
|
|
1938
|
Steigerwald Gordon & Koch
Leesburg,
Virginia
|
US$1.75萬
|
–
|
–
|
–
|
|
|
1939
|
Evolution Advisers
Richmond,
Virginia
|
US$1.7萬
|
–
|
–
|
–
|
|
|
1940
|
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
|
US$1.67萬
|
-US$1,863
|
-8
|
-10%
|
|
|
1941
|
Delos Wealth Advisors
Dallas,
Texas
|
US$1.6萬
|
–
|
–
|
–
|
|
|
1942
|
Old Second National Bank of Aurora
Aurora,
Illinois
|
US$1.53萬
|
-US$8,618
|
-37
|
-37%
|
|
|
1943
|
HighMark Wealth Management
St. Paul,
Minnesota
|
US$1.51萬
|
–
|
–
|
–
|
|
|
1944
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
US$1.48萬
|
+US$1.42萬
|
+61
|
新
|
|
|
1945
|
Milestone Investment Advisors
Middleton,
Wisconsin
|
US$1.45萬
|
–
|
–
|
–
|
|
|
1946
|
Ogorek Anthony Joseph
Williamsville,
New York
|
US$1.4萬
|
–
|
–
|
–
|
|
|
1947
|
Benson Wealth Management
Ooltewah, Tn,
Tennessee
|
US$1.36萬
|
–
|
–
|
–
|
|
|
1948
|
Downshift Financial
Boulder,
Colorado
|
US$1.33萬
|
+US$1.28萬
|
+55
|
新
|
|
|
1949
|
Realta Investment Advisors
Wilmington,
Delaware
|
US$1.32萬
|
-US$233
|
-1
|
-2%
|
|
|
1950
|
Nemes Rush Group
Novi,
Michigan
|
US$1.24萬
|
–
|
–
|
–
|
|
