|
1926
|
Kapstone Financial Advisors
Lebanon,
Ohio
|
US$254萬
|
-US$32.3萬
|
-431
|
-16%
|
|
|
1927
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
US$253萬
|
+US$33.4萬
|
+445
|
+25%
|
|
|
1928
|
Trust Company of Oklahoma
Tulsa,
Oklahoma
|
US$253萬
|
-US$10.6萬
|
-142
|
-6%
|
|
|
1929
|
Seven Mile Advisory
Ewing,
New Jersey
|
US$253萬
|
-US$20.5萬
|
-273
|
-11%
|
|
|
1930
|
Silverlake Wealth Management
Williston,
Vermont
|
US$253萬
|
+US$4.2萬
|
+56
|
+3%
|
|
|
1931
|
LRI Investments
Palm Beach Gardens,
Florida
|
US$253萬
|
+US$33.1萬
|
+441
|
+25%
|
|
|
1932
|
WrapManager Inc
Mill Valley,
California
|
US$253萬
|
+US$164萬
|
+2,188
|
新
|
|
|
1933
|
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
US$253萬
|
+US$3.67萬
|
+49
|
+2%
|
|
|
1934
|
Wick Capital Partners
Wayne,
Pennsylvania
|
US$252萬
|
-US$9.37萬
|
-125
|
-5%
|
|
|
1935
|
TBH Global Asset Management
Brentwood,
Tennessee
|
US$251萬
|
-US$15萬
|
-200
|
-8%
|
|
|
1936
|
Haverford Trust Company
Radnor,
Pennsylvania
|
US$251萬
|
-US$1.8萬
|
-24
|
-1%
|
|
|
1937
|
Apella Capital
West Hartford,
Connecticut
|
US$251萬
|
+US$17.2萬
|
+230
|
+9%
|
|
|
1938
|
Central Valley Advisors
Sacramento,
California
|
US$251萬
|
-US$16.9萬
|
-226
|
-9%
|
|
|
1939
|
Knightsbridge Asset Management
Newport Beach,
California
|
US$251萬
|
-US$37.3萬
|
-498
|
-19%
|
|
|
1940
|
Orrstown Financial Services
Harrisburg,
Pennsylvania
|
US$250萬
|
-US$1.8萬
|
-24
|
-1%
|
|
|
1941
|
Ruane, Cunniff & Goldfarb
New York
|
US$250萬
|
–
|
–
|
–
|
|
|
1942
|
EPG Wealth Management
Atlanta,
Georgia
|
US$249萬
|
-US$1.2萬
|
-16
|
-0.7%
|
|
|
1943
|
Howard Financial Services
Dallas,
Texas
|
US$249萬
|
-US$7.2萬
|
-96
|
-4%
|
|
|
1944
|
Murphy & Mullick Capital Management
Smithtown,
New York
|
US$248萬
|
-US$37萬
|
-494
|
-19%
|
|
|
1945
|
Plancorp LLC
Saint Louis,
Missouri
|
US$248萬
|
-US$30.7萬
|
-410
|
-13%
|
|
|
1946
|
Armis Advisers
Atlanta,
Georgia
|
US$248萬
|
+US$750
|
+1
|
+0%
|
|
|
1947
|
Altus Wealth Group
Colorado Springs,
Colorado
|
US$247萬
|
+US$9.6萬
|
+128
|
+6%
|
|
|
1948
|
SkyOak Wealth
Southfield,
Michigan
|
US$246萬
|
-US$67.6萬
|
-902
|
-30%
|
|
|
1949
|
Cassaday & Co Wealth Management
Mclean,
Virginia
|
US$246萬
|
+US$6.15萬
|
+82
|
+4%
|
|
|
1950
|
Petra Financial Advisors
Colorado Srpings,
Colorado
|
US$246萬
|
+US$87.1萬
|
+1,162
|
+120%
|
|
