|
1926
|
Jay A. Fishman Ltd
Troy,
Michigan
|
US$45.3萬
|
–
|
–
|
–
|
|
|
1927
|
D'Orazio & Associates
Falls Church,
Virginia
|
US$45.2萬
|
-US$53.6萬
|
-3,932
|
-50%
|
|
|
1928
|
Cabot Wealth Management
Salem,
Massachusetts
|
US$45萬
|
+US$2.73萬
|
+200
|
+5%
|
|
|
1929
|
Severin Investments
St. Louis,
Missouri
|
US$44.9萬
|
+US$9.36萬
|
+686
|
+22%
|
|
|
1930
|
Oxford Wealth Group
Orlando,
Florida
|
US$44.8萬
|
-US$2.76萬
|
-202
|
-5%
|
|
|
1931
|
Prospera Capital Management
Gilbert,
Arizona
|
US$44.8萬
|
–
|
–
|
–
|
|
|
1932
|
Oak Associates
Akron,
Ohio
|
US$44.8萬
|
–
|
–
|
–
|
|
|
1933
|
Jacobsen Capital Management
Salt Lake City,
Utah
|
US$44.7萬
|
-US$3,001
|
-22
|
-0.6%
|
|
|
1934
|
Essex LLC
Deer Park,
Illinois
|
US$44.7萬
|
+US$10.4萬
|
+765
|
+25%
|
|
|
1935
|
May Hill Capital
Cohasset,
Massachusetts
|
US$44.7萬
|
-US$1.19萬
|
-87
|
-2%
|
|
|
1936
|
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
US$44.6萬
|
-US$1.49萬
|
-109
|
-3%
|
|
|
1937
|
Washington Trust Advisors
Wellesley,
Massachusetts
|
US$44.5萬
|
+US$7.42萬
|
+544
|
+17%
|
|
|
1938
|
Traveka Wealth
Los Altos,
California
|
US$44.3萬
|
+US$2,183
|
+16
|
+0.4%
|
|
|
1939
|
Arcadia Wealth Management (New Hampshire)
Manchester,
New Hampshire
|
US$44.2萬
|
+US$51.7萬
|
+3,788
|
新
|
|
|
1940
|
AM Investment Strategies
Chattanooga,
Tennessee
|
US$44.1萬
|
-US$1.71萬
|
-125
|
-3%
|
|
|
1941
|
Vista Cima Wealth Management
Surprise,
Arizona
|
US$44.1萬
|
-US$1,637
|
-12
|
-0.3%
|
|
|
1942
|
First Bank & Trust
Brookings,
South Dakota
|
US$44萬
|
+US$8,321
|
+61
|
+2%
|
|
|
1943
|
D.B. Root & Company
Pittsburgh,
Pennsylvania
|
US$44萬
|
+US$4,774
|
+35
|
+0.9%
|
|
|
1944
|
Mechanics Financial Corp
Mansfield,
Ohio
|
US$44萬
|
+US$6,275
|
+46
|
+1%
|
|
|
1945
|
City National Bank of Florida
Miami,
Florida
|
US$44萬
|
+US$12.2萬
|
+896
|
+31%
|
|
|
1946
|
Checchi Capital Advisers
Beverly Hills,
California
|
US$43.8萬
|
-US$25.5萬
|
-1,869
|
-33%
|
|
|
1947
|
Retirement Income Solutions
Ann Arbor,
Michigan
|
US$43.8萬
|
+US$7.84萬
|
+575
|
+18%
|
|
|
1948
|
Narus Financial Partners
Salt Lake City,
Utah
|
US$43.7萬
|
+US$4.72萬
|
+346
|
+10%
|
|
|
1949
|
One Wealth Advisors
San Francisco,
California
|
US$43.5萬
|
+US$4.2萬
|
+308
|
+9%
|
|
|
1950
|
Principal Street Partners
Memphis,
Tennessee
|
US$43.4萬
|
-US$1,501
|
-11
|
-0.3%
|
|
