|
1901
|
Elevation Wealth Management
Eden Prairie,
Minnesota
|
US$24.4萬
|
+US$2.74萬
|
+54
|
+13%
|
|
|
1902
|
Cullinan Associates
Louisville,
Kentucky
|
US$24.3萬
|
+US$1.77萬
|
+35
|
+8%
|
|
|
1903
|
Stablepoint Partners
Braintree,
Massachusetts
|
US$24.3萬
|
-US$7.6萬
|
-150
|
-24%
|
|
|
1904
|
Wealth Management Associates
Cherry Hill,
New Jersey
|
US$24.3萬
|
–
|
–
|
–
|
|
|
1905
|
Elmwood Wealth Management
Berkeley,
California
|
US$24.3萬
|
+US$23.7萬
|
+467
|
新
|
|
|
1906
|
Auxano Advisors
Bellevue,
Washington
|
US$24.2萬
|
–
|
–
|
–
|
|
|
1907
|
Tilia Fiduciary Partners
Wilmington,
North Carolina
|
US$24.2萬
|
–
|
–
|
–
|
|
|
1908
|
Carson Advisory
Athens,
Georgia
|
US$24.1萬
|
+US$7,091
|
+14
|
+3%
|
|
|
1909
|
Argent Advisors
Monroe,
Louisiana
|
US$24萬
|
–
|
–
|
–
|
|
|
1910
|
L.J. Altfest & Co
New York
|
US$24萬
|
+US$23.4萬
|
+462
|
新
|
|
|
1911
|
Acorn Creek Capital
Fort Collins,
Colorado
|
US$24萬
|
-US$3,545
|
-7
|
-1%
|
|
|
1912
|
Alpine Bank Wealth Management
Grand Junction,
Colorado
|
US$23.9萬
|
+US$23.3萬
|
+461
|
新
|
|
|
1913
|
ABLE Financial Group
Scottsdale,
Arizona
|
US$23.9萬
|
-US$2.53萬
|
-50
|
-10%
|
|
|
1914
|
Lakeridge Wealth Management
Mentor,
Ohio
|
US$23.8萬
|
+US$9,117
|
+18
|
+4%
|
|
|
1915
|
Bangor Savings Bank
Bangor,
Maine
|
US$23.7萬
|
+US$4.31萬
|
+85
|
+23%
|
|
|
1916
|
Pine Harbor Wealth Management
Silver Spring,
Maryland
|
US$23.7萬
|
–
|
–
|
–
|
|
|
1917
|
LMCG Investments
Boston,
Massachusetts
|
US$23.7萬
|
–
|
–
|
–
|
|
|
1918
|
Flatrock Wealth Partners
Newport Beach,
California
|
US$23.6萬
|
-US$1.11萬
|
-22
|
-5%
|
|
|
1919
|
American Trust
Lexington,
Kentucky
|
US$23.6萬
|
-US$1.01萬
|
-20
|
-4%
|
|
|
1920
|
Keudell/Morrison Wealth Management
Salem,
Oregon
|
US$23.6萬
|
+US$1.27萬
|
+25
|
+6%
|
|
|
1921
|
Knightsbridge Asset Management
Newport Beach,
California
|
US$23.6萬
|
-US$3,039
|
-6
|
-1%
|
|
|
1922
|
Dutch Asset Corp
Selkirk,
New York
|
US$23.4萬
|
+US$22.8萬
|
+451
|
新
|
|
|
1923
|
Meridian Wealth Partners
Exton,
Pennsylvania
|
US$23.4萬
|
+US$2,026
|
+4
|
+0.9%
|
|
|
1924
|
Meyer Handelman Company
Rye Brook,
New York
|
US$23.4萬
|
–
|
–
|
–
|
|
|
1925
|
STALEY CAPITAL ADVISERS
Pittsburgh,
Pennsylvania
|
US$23.4萬
|
–
|
–
|
–
|
|
