|
1901
|
Excelsior Advisor Network
Denver,
Colorado
|
US$51.5萬
|
+US$49.4萬
|
+2,846
|
新
|
|
|
1902
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
US$51.4萬
|
+US$7,458
|
+43
|
+2%
|
|
|
1903
|
GDS Wealth Management
Flower Mound,
Texas
|
US$51.4萬
|
+US$6.49萬
|
+374
|
+15%
|
|
|
1904
|
Compton Financial Group
Towson,
Maryland
|
US$51.3萬
|
-US$5.2萬
|
-300
|
-10%
|
|
|
1905
|
Carret Asset Management
New York
|
US$51.3萬
|
–
|
–
|
–
|
|
|
1906
|
Northwest Wealth Management
Spencer,
Iowa
|
US$51.3萬
|
+US$3.97萬
|
+229
|
+9%
|
|
|
1907
|
Platt Wealth Management
San Diego,
California
|
US$51.2萬
|
+US$1.01萬
|
+58
|
+2%
|
|
|
1908
|
Tranquility Partners
Brentwood,
Tennessee
|
US$51.2萬
|
+US$9,018
|
+52
|
+2%
|
|
|
1909
|
EJMK Ventures
Itasca,
Illinois
|
US$51.1萬
|
+US$13.6萬
|
+784
|
+39%
|
|
|
1910
|
Brookwood Investment Group
Phoenix,
Arizona
|
US$51.1萬
|
-US$9.42萬
|
-543
|
-16%
|
|
|
1911
|
Liberty Square Wealth Partners
Bethlehem,
Pennsylvania
|
US$51萬
|
-US$6.97萬
|
-402
|
-12%
|
|
|
1912
|
Telos Capital Management
San Diego,
California
|
US$50.9萬
|
-US$9.47萬
|
-546
|
-16%
|
|
|
1913
|
Legacy Trust
Grand Rapids,
Michigan
|
US$50.9萬
|
+US$9,539
|
+55
|
+2%
|
|
|
1914
|
Sutton Place Investors
Katonah,
New York
|
US$50.9萬
|
+US$2.2萬
|
+127
|
+5%
|
|
|
1915
|
Investment Advisory Services
The Woodlands,
Texas
|
US$50.8萬
|
+US$1.06萬
|
+61
|
+2%
|
|
|
1916
|
Curated Wealth Partners
El Segundo,
California
|
US$50.8萬
|
+US$5.6萬
|
+323
|
+13%
|
|
|
1917
|
Jackson Grant Investment Advisers
Stamford,
Connecticut
|
US$50.7萬
|
+US$1,041
|
+6
|
+0.2%
|
|
|
1918
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
US$50.7萬
|
-US$2,775
|
-16
|
-0.6%
|
|
|
1919
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
US$50.7萬
|
+US$2,775
|
+16
|
+0.6%
|
|
|
1920
|
Oldfield Partners
London,
United Kingdom
|
US$50.7萬
|
+US$1.73萬
|
+100
|
+4%
|
|
|
1921
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
US$50.6萬
|
-US$1.39萬
|
-80
|
-3%
|
|
|
1922
|
Patten Group
Chattanooga,
Tennessee
|
US$50.6萬
|
+US$1.56萬
|
+90
|
+3%
|
|
|
1923
|
Stonebridge Financial Group (Missouri)
St. Louis,
Missouri
|
US$50.6萬
|
-US$3.69萬
|
-213
|
-7%
|
|
|
1924
|
Perennial Investment Advisors
Los Angeles,
California
|
US$50.5萬
|
+US$9,365
|
+54
|
+2%
|
|
|
1925
|
Riverstone Advisors
New Braunfels,
Texas
|
US$50.5萬
|
+US$4.18萬
|
+241
|
+9%
|
|
