|
1901
|
GeoWealth Management
Chicago,
Illinois
|
US$87.6萬
|
-US$1.98萬
|
-69
|
-2%
|
|
|
1902
|
Chancellor Financial Group WB
Wilkes-Barre,
Pennsylvania
|
US$87.5萬
|
+US$10.7萬
|
+374
|
+13%
|
|
|
1903
|
|
US$87.4萬
|
-US$18.2萬
|
-634
|
-16%
|
|
|
1904
|
Westover Capital Advisors
Wilmington,
Delaware
|
US$86.8萬
|
-US$4,588
|
-16
|
-0.5%
|
|
|
1905
|
Gilbert & Cook
West Des Moines,
Iowa
|
US$86.7萬
|
+US$4,301
|
+15
|
+0.5%
|
|
|
1906
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
US$86.7萬
|
-US$6.88萬
|
-240
|
-7%
|
|
|
1907
|
Ignite Planners
San Clemente,
California
|
US$86.6萬
|
+US$2.92萬
|
+102
|
+3%
|
|
|
1908
|
BIP Wealth
Atlanta,
Georgia
|
US$86.2萬
|
+US$25.3萬
|
+883
|
+38%
|
|
|
1909
|
Capula Management
Grand Cayman,
Cayman Islands
|
US$86.2萬
|
-US$101萬
|
-3,533
|
-53%
|
|
|
1910
|
Lesa Sroufe & Co
Seattle,
Washington
|
US$86.2萬
|
–
|
–
|
–
|
|
|
1911
|
CastleKeep Investment Advisors
Westport,
Connecticut
|
US$86.1萬
|
-US$6.6萬
|
-230
|
-7%
|
|
|
1912
|
Thrive Wealth Management
Audubon,
Pennsylvania
|
US$86萬
|
-US$1.12萬
|
-39
|
-1%
|
|
|
1913
|
Oarsman Capital
Milwaukee,
Wisconsin
|
US$86萬
|
+US$1.03萬
|
+36
|
+1%
|
|
|
1914
|
E.S. Barr & Co
Lexington,
Kentucky
|
US$85.7萬
|
-US$3.18萬
|
-111
|
-3%
|
|
|
1915
|
EJMK Ventures
Itasca,
Illinois
|
US$85.5萬
|
-US$10.2萬
|
-356
|
-10%
|
|
|
1916
|
Beaumont Asset Management
Beaumont,
Texas
|
US$85.5萬
|
+US$90.7萬
|
+3,163
|
新
|
|
|
1917
|
Quadcap Wealth Management
Frisco,
Texas
|
US$85.4萬
|
+US$17.5萬
|
+611
|
+24%
|
|
|
1918
|
GDS Wealth Management
Flower Mound,
Texas
|
US$85.3萬
|
+US$6,308
|
+22
|
+0.7%
|
|
|
1919
|
TLWM Financial
San Antonio,
Texas
|
US$85.3萬
|
-US$2.12萬
|
-74
|
-2%
|
|
|
1920
|
Partnership Wealth Management
Towson,
Maryland
|
US$85.3萬
|
–
|
–
|
–
|
|
|
1921
|
Cottonwood Capital Advisors
Salt Lake City,
Utah
|
US$85.2萬
|
-US$287
|
-1
|
-0%
|
|
|
1922
|
Fourth Dimension Wealth
Middleburg Heights,
Ohio
|
US$85.1萬
|
+US$27.7萬
|
+967
|
+44%
|
|
|
1923
|
Keebeck Wealth Management
Chicago,
Illinois
|
US$85.1萬
|
-US$6.77萬
|
-236
|
-7%
|
|
|
1924
|
Consolidated Planning Corp
Atlanta,
Georgia
|
US$84.8萬
|
+US$3.56萬
|
+124
|
+4%
|
|
|
1925
|
Odyssean LLC
Darien,
Connecticut
|
US$84.5萬
|
+US$42.1萬
|
+1,468
|
+88%
|
|
