|
1926
|
Creative Financial Designs
Kokomo,
Indiana
|
US$58.7萬
|
+US$7.82萬
|
+418
|
+15%
|
|
|
1927
|
Norris Perne & French
Grand Rapids,
Michigan
|
US$58.7萬
|
+US$5,610
|
+30
|
+1%
|
|
|
1928
|
Raab & Moskowitz Asset Management
Chatham,
New Jersey
|
US$58.6萬
|
-US$1.4萬
|
-75
|
-2%
|
|
|
1929
|
Drive Wealth Management
Lehi,
Utah
|
US$58.4萬
|
+US$2.21萬
|
+118
|
+4%
|
|
|
1930
|
Whitener Capital Management
Rocky Mount,
North Carolina
|
US$58.3萬
|
-US$6,358
|
-34
|
-1%
|
|
|
1931
|
Spartan Wealth Advisory Services LLC
Bingham Farms,
Michigan
|
US$58.2萬
|
+US$1.89萬
|
+101
|
+3%
|
|
|
1932
|
Aire Advisors
Beverly Hills,
California
|
US$58.2萬
|
-US$6,919
|
-37
|
-1%
|
|
|
1933
|
OneAscent Family Office
Birmingham,
Alabama
|
US$58.1萬
|
+US$7.63萬
|
+408
|
+15%
|
|
|
1934
|
Cane Capital Partners
Saint Francisville,
Louisiana
|
US$58.1萬
|
+US$58.8萬
|
+3,143
|
新
|
|
|
1935
|
Financial Planning Hawaii
Honolulu,
Hawaii
|
US$58萬
|
-US$7.76萬
|
-415
|
-12%
|
|
|
1936
|
Klingman & Associates
New York
|
US$57.9萬
|
+US$11.2萬
|
+600
|
+24%
|
|
|
1937
|
Waterfront Wealth
Overland Park,
Kansas
|
US$57.8萬
|
+US$12.7萬
|
+679
|
+29%
|
|
|
1938
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
US$57.8萬
|
–
|
–
|
–
|
|
|
1939
|
Pitcairn Wealth Advisors
Conshohocken,
Pennsylvania
|
US$57.5萬
|
–
|
–
|
–
|
|
|
1940
|
Global Wealth Strategies & Associates
Denver,
Colorado
|
US$57.5萬
|
+US$2,431
|
+13
|
+0.4%
|
|
|
1941
|
Sterling Wealth Management
Champaign,
Illinois
|
US$57.4萬
|
–
|
–
|
–
|
|
|
1942
|
Proffitt & Goodson
Knoxville,
Tennessee
|
US$57.2萬
|
-US$53.4萬
|
-2,855
|
-48%
|
|
|
1943
|
West Family Investments
Carlsbad,
California
|
US$56.9萬
|
+US$23.8萬
|
+1,271
|
+70%
|
|
|
1944
|
Facet Wealth Inc
Baltimore,
Maryland
|
US$56.8萬
|
+US$7.2萬
|
+385
|
+14%
|
|
|
1945
|
Iams Wealth Management
Omaha,
Nebraska
|
US$56.6萬
|
-US$32.6萬
|
-1,741
|
-36%
|
|
|
1946
|
Greenfield Savings Bank
Greenfield,
Massachusetts
|
US$56.5萬
|
+US$561
|
+3
|
+0.1%
|
|
|
1947
|
Requisite Capital Management
Dallas,
Texas
|
US$56.5萬
|
-US$19.5萬
|
-1,041
|
-25%
|
|
|
1948
|
Wall Street Financial Group
Carlinville,
Illinois
|
US$56.4萬
|
+US$1.07萬
|
+57
|
+2%
|
|
|
1949
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
US$56.3萬
|
+US$4,862
|
+26
|
+0.9%
|
|
|
1950
|
MBA Advisors
Hermitage,
Pennsylvania
|
US$56.3萬
|
+US$4.08萬
|
+218
|
+8%
|
|
