|
1926
|
Walser Wealth Management
Tampa,
Florida
|
US$92萬
|
-US$17.5萬
|
-963
|
-13%
|
|
|
1927
|
Tred Avon Family Wealth
Easton,
Maryland
|
US$91.8萬
|
-US$2.66萬
|
-147
|
-2%
|
|
|
1928
|
Grant Private Wealth Management
Pleasanton,
California
|
US$91.8萬
|
+US$29.7萬
|
+1,639
|
+35%
|
|
|
1929
|
SBI Okasan Asset Management
Tokyo,
Japan
|
US$91.6萬
|
–
|
–
|
–
|
|
|
1930
|
TRB Wealth Management
Houston,
Texas
|
US$91.3萬
|
-US$30.9萬
|
-1,704
|
-21%
|
|
|
1931
|
PFG Advisors
Phoenix,
Arizona
|
US$91.3萬
|
-US$2.39萬
|
-132
|
-2%
|
|
|
1932
|
Bay Colony Advisors
Concord,
Massachusetts
|
US$91.2萬
|
+US$23.9萬
|
+1,321
|
+27%
|
|
|
1933
|
Forefront Wealth Partners
Austin,
Texas
|
US$91萬
|
+US$5.33萬
|
+294
|
+5%
|
|
|
1934
|
SkyOak Wealth
Southfield,
Michigan
|
US$90.9萬
|
+US$45.3萬
|
+2,500
|
+68%
|
|
|
1935
|
Stonebrook Private
Northville,
Michigan
|
US$90.7萬
|
+US$23.3萬
|
+1,284
|
+26%
|
|
|
1936
|
Creative Financial Designs
Kokomo,
Indiana
|
US$90.7萬
|
+US$15.7萬
|
+864
|
+16%
|
|
|
1937
|
Prescott Group Capital Management
Tulsa,
Oklahoma
|
US$90.5萬
|
–
|
–
|
–
|
|
|
1938
|
Southeast Asset Advisors
Thomasville,
Georgia
|
US$90.5萬
|
-US$1.27萬
|
-70
|
-1%
|
|
|
1939
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
US$90.3萬
|
-US$6,706
|
-37
|
-0.6%
|
|
|
1940
|
Goldstone Financial Group
Oakbrook Terrace,
Illinois
|
US$89.9萬
|
-US$3.59萬
|
-198
|
-3%
|
|
|
1941
|
V-Square Quantitative Management
Chicago,
Illinois
|
US$89.8萬
|
-US$2.32萬
|
-128
|
-2%
|
|
|
1942
|
Leeward Financial Partners
Bellevue,
Washington
|
US$89.8萬
|
-US$2.37萬
|
-131
|
-2%
|
|
|
1943
|
Traynor Capital Management
Malvern,
Pennsylvania
|
US$89.7萬
|
-US$24.9萬
|
-1,375
|
-18%
|
|
|
1944
|
True North Advisors
Dallas,
Texas
|
US$89.6萬
|
-US$4.26萬
|
-235
|
-4%
|
|
|
1945
|
McHugh Group
Bratenahl,
Ohio
|
US$89.4萬
|
+US$362
|
+2
|
+0%
|
|
|
1946
|
Howe & Rusling
Rochester,
New York
|
US$89.3萬
|
+US$906
|
+5
|
+0.1%
|
|
|
1947
|
Samara Investment Management
Beaverton,
Oregon
|
US$89.1萬
|
-US$5.73萬
|
-316
|
-5%
|
|
|
1948
|
Elevatus Welath Management
Victor,
New York
|
US$89萬
|
+US$10.1萬
|
+558
|
+10%
|
|
|
1949
|
Morton Community Bank
East Peoria,
Illinois
|
US$88.9萬
|
-US$22.7萬
|
-1,251
|
-17%
|
|
|
1950
|
Hardworking Capital Advisors
Palm Desert,
California
|
US$88.8萬
|
-US$1.18萬
|
-65
|
-1%
|
|
