|
1876
|
Peterson Wealth Services
South Ogden,
Utah
|
US$1.08萬
|
+US$1.03萬
|
+15
|
新
|
|
|
1877
|
Planning Strategies
Lancaster,
Pennsylvania
|
US$1.08萬
|
+US$1.03萬
|
+15
|
新
|
|
|
1878
|
Piscataqua Savings Bank
Portsmouth,
New Hampshire
|
US$1.08萬
|
–
|
–
|
–
|
|
|
1879
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
US$1.01萬
|
-US$6,152
|
-9
|
-39%
|
|
|
1880
|
Burk Holdings
Tulsa,
Oklahoma
|
US$1.01萬
|
–
|
–
|
–
|
|
|
1881
|
Pacific Center for Financial Services
San Ramon,
California
|
US$1.01萬
|
–
|
–
|
–
|
|
|
1882
|
True Wealth Design
Akron,
Ohio
|
US$1.01萬
|
–
|
–
|
–
|
|
|
1883
|
BOK Financial Private Wealth
Denver,
Colorado
|
US$9,361
|
-US$59.5萬
|
-871
|
-99%
|
|
|
1884
|
Bangor Savings Bank
Bangor,
Maine
|
US$9,361
|
–
|
–
|
–
|
|
|
1885
|
Clark Wealth Partners
O'fallon,
Illinois
|
US$9,361
|
–
|
–
|
–
|
|
|
1886
|
Fairscale Capital
Nashua,
New Hampshire
|
US$9,361
|
–
|
–
|
–
|
|
|
1887
|
Beaird Harris Wealth Management
Dallas,
Texas
|
US$9,361
|
+US$8,202
|
+12
|
+1,200%
|
|
|
1888
|
Valued Wealth Advisors
Holladay,
Utah
|
US$8,641
|
+US$1,367
|
+2
|
+20%
|
|
|
1889
|
Southern Michigan Bank & Trust
Coldwater,
Michigan
|
US$8,640
|
–
|
–
|
–
|
|
|
1890
|
Penserra Capital Management
Orinda,
California
|
US$8,000
|
-US$193萬
|
-2,830
|
-100%
|
|
|
1891
|
American Capital Advisory
Ketchum,
Idaho
|
US$7,921
|
+US$2,734
|
+4
|
+57%
|
|
|
1892
|
Caldwell Sutter Capital
Sausalito,
California
|
US$7,920
|
-US$1,367
|
-2
|
-15%
|
|
|
1893
|
Triumph Capital Management
Denver,
Colorado
|
US$7,920
|
+US$4,785
|
+7
|
+175%
|
|
|
1894
|
Abound Wealth Management
Franklin,
Tennessee
|
US$7,619
|
-US$9,569
|
-14
|
-56%
|
|
|
1895
|
Westfuller Advisors
New York
|
US$7,201
|
-US$3,418
|
-5
|
-33%
|
|
|
1896
|
BFSG LLC
Irvine,
California
|
US$7,201
|
+US$6,835
|
+10
|
新
|
|
|
1897
|
Barrett & Company
Providence,
Rhode Island
|
US$7,200
|
–
|
–
|
–
|
|
|
1898
|
Sawyer Falduto Asset Management
Elmhurst,
Illinois
|
US$7,200
|
–
|
–
|
–
|
|
|
1899
|
Caitlin John
Brighton,
Michigan
|
US$7,200
|
+US$684
|
+1
|
+11%
|
|
|
1900
|
Old Point Trust & Financial Services N A
Newport News,
Virginia
|
US$7,200
|
+US$6,835
|
+10
|
新
|
|
