|
1926
|
Legacy Capital Wealth Partners
Little Rock,
Arkansas
|
US$128萬
|
+US$2.24萬
|
+45
|
+2%
|
|
|
1927
|
Cromwell Holdings
Jackson,
Wyoming
|
US$127萬
|
–
|
–
|
–
|
|
|
1928
|
Buttonwood Financial Advisors
Baltimore,
Maryland
|
US$127萬
|
+US$124萬
|
+2,480
|
新
|
|
|
1929
|
Wallace Capital Management
Dallas,
Texas
|
US$127萬
|
–
|
–
|
–
|
|
|
1930
|
Cassia Capital Partners
Winston Salem,
North Carolina
|
US$127萬
|
+US$2.04萬
|
+41
|
+2%
|
|
|
1931
|
Gratus Wealth Advisors
Virginia Beach,
Virginia
|
US$127萬
|
+US$1.1萬
|
+22
|
+0.9%
|
|
|
1932
|
Marino Stram & Associates
Braintree,
Massachusetts
|
US$127萬
|
+US$27.2萬
|
+546
|
+28%
|
|
|
1933
|
Pacific Point Advisors
Rancho Santa Fe,
California
|
US$127萬
|
-US$29.7萬
|
-595
|
-19%
|
|
|
1934
|
Mine & Arao Wealth Creation & Management
Campbell,
California
|
US$127萬
|
+US$1,994
|
+4
|
+0.2%
|
|
|
1935
|
Enhancing Capital
Harrisburg,
Pennsylvania
|
US$127萬
|
-US$499
|
-1
|
-0%
|
|
|
1936
|
Indivisible Partners
Clearwater,
Florida
|
US$126萬
|
+US$41.1萬
|
+824
|
+51%
|
|
|
1937
|
Legal Advantage Investments
Los Altos Hills,
California
|
US$126萬
|
-US$1.15萬
|
-23
|
-0.9%
|
|
|
1938
|
Intelligence Driven Advisers
Carlsbad,
California
|
US$125萬
|
-US$30.1萬
|
-603
|
-20%
|
|
|
1939
|
Orrstown Financial Services
Harrisburg,
Pennsylvania
|
US$125萬
|
-US$4.79萬
|
-96
|
-4%
|
|
|
1940
|
Red Wave Investments
Dillsburg,
Pennsylvania
|
US$125萬
|
-US$12.1萬
|
-243
|
-9%
|
|
|
1941
|
Stablepoint Partners
Braintree,
Massachusetts
|
US$125萬
|
-US$3.24萬
|
-65
|
-3%
|
|
|
1942
|
Advyzon Investment Management
Lisle,
Illinois
|
US$125萬
|
+US$7.98萬
|
+160
|
+7%
|
|
|
1943
|
Avantax Planning Partners
Dubuque,
Iowa
|
US$124萬
|
-US$7.08萬
|
-142
|
-6%
|
|
|
1944
|
Cambient Family Office
Ada,
Michigan
|
US$124萬
|
+US$11.8萬
|
+237
|
+11%
|
|
|
1945
|
Childress Capital Advisors
Houston,
Texas
|
US$124萬
|
-US$20萬
|
-401
|
-14%
|
|
|
1946
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
US$124萬
|
+US$24.8萬
|
+497
|
+26%
|
|
|
1947
|
Stevens Capital Partners
Omaha,
Nebraska
|
US$124萬
|
+US$7.03萬
|
+141
|
+6%
|
|
|
1948
|
Pine Valley Investments
Marlton,
New Jersey
|
US$124萬
|
-US$20.4萬
|
-409
|
-14%
|
|
|
1949
|
OneAscent Family Office
Birmingham,
Alabama
|
US$124萬
|
+US$19.9萬
|
+400
|
+20%
|
|
|
1950
|
Chesapeake Wealth Management
Williamsburg,
Virginia
|
US$124萬
|
+US$4.69萬
|
+94
|
+4%
|
|
