|
1876
|
WealthPlan Investment Management
Omaha,
Nebraska
|
US$309萬
|
+US$12.4萬
|
+180
|
+4%
|
|
|
1877
|
McClarren Financial Advisors
State College,
Pennsylvania
|
US$309萬
|
-US$13.3萬
|
-194
|
-4%
|
|
|
1878
|
T. Rowe Price Associates
Baltimore,
Maryland
|
US$307萬
|
-US$8532萬
|
-124,004
|
-97%
|
|
|
1879
|
Investors Asset Management of Georgia
Atlanta,
Georgia
|
US$307萬
|
+US$4.27萬
|
+62
|
+2%
|
|
|
1880
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
US$307萬
|
–
|
–
|
–
|
|
|
1881
|
Investment Partners Asset Management
Metuchen,
New Jersey
|
US$307萬
|
-US$2.75萬
|
-40
|
-1%
|
|
|
1882
|
CX Institutional
Auburn,
Indiana
|
US$306萬
|
+US$91萬
|
+1,323
|
+47%
|
|
|
1883
|
Lazard Asset Management
New York
|
US$306萬
|
-US$590萬
|
-8,577
|
-67%
|
|
|
1884
|
F/M Investments
Washington,
District of Columbia
|
US$305萬
|
+US$26.4萬
|
+384
|
+10%
|
|
|
1885
|
TritonPoint Wealth
Chevy Chase,
Maryland
|
US$305萬
|
+US$6.67萬
|
+97
|
+2%
|
|
|
1886
|
Saxon Interests
Houston,
Texas
|
US$305萬
|
-US$11.9萬
|
-173
|
-4%
|
|
|
1887
|
Atlas Brown
Louisville,
Kentucky
|
US$305萬
|
+US$3.37萬
|
+49
|
+1%
|
|
|
1888
|
Sawgrass Asset Management
Ponte Vedra Beach,
Florida
|
US$304萬
|
–
|
–
|
–
|
|
|
1889
|
AWM Capital
Phoenix,
Arizona
|
US$303萬
|
-US$3.37萬
|
-49
|
-1%
|
|
|
1890
|
Sageworth Trust
Lancaster,
Pennsylvania
|
US$303萬
|
+US$36.1萬
|
+525
|
+15%
|
|
|
1891
|
Weatherly Asset Management
Del Mar,
California
|
US$302萬
|
-US$2.06萬
|
-30
|
-0.7%
|
|
|
1892
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
US$302萬
|
+US$2.34萬
|
+34
|
+0.8%
|
|
|
1893
|
Capital Planning
Bellevue,
Washington
|
US$302萬
|
+US$36.4萬
|
+529
|
+15%
|
|
|
1894
|
Kestra Investment Management
Austin,
Texas
|
US$300萬
|
-US$39.5萬
|
-574
|
-12%
|
|
|
1895
|
ZEGA Investments
Palm Beach Gardens,
Florida
|
US$300萬
|
-US$1.72萬
|
-25
|
-0.6%
|
|
|
1896
|
Narus Financial Partners
Salt Lake City,
Utah
|
US$300萬
|
-US$1.93萬
|
-28
|
-0.7%
|
|
|
1897
|
Dock Street Asset Management
Palm Beach,
Florida
|
US$300萬
|
-US$3.65萬
|
-53
|
-1%
|
|
|
1898
|
Pathway Financial Advisors
South Burlington,
Vermont
|
US$300萬
|
-US$1.38萬
|
-20
|
-0.5%
|
|
|
1899
|
BSW Wealth Partners
Boulder,
Colorado
|
US$299萬
|
+US$44.6萬
|
+648
|
+19%
|
|
|
1900
|
Cannell & Spears
New York
|
US$299萬
|
+US$10.8萬
|
+157
|
+4%
|
|
