|
1901
|
Cannell & Spears
New York
|
US$299萬
|
+US$10.8萬
|
+157
|
+4%
|
|
|
1902
|
Selective Wealth Management
Forest,
Virginia
|
US$298萬
|
+US$5.23萬
|
+76
|
+2%
|
|
|
1903
|
Mindset Wealth Management
Indianapolis,
Indiana
|
US$298萬
|
-US$2,752
|
-4
|
-0.1%
|
|
|
1904
|
United Asset Strategies
Garden City,
New York
|
US$298萬
|
-US$1.24萬
|
-18
|
-0.4%
|
|
|
1905
|
Heritage Investors Management Corp
Bethesda,
Maryland
|
US$296萬
|
-US$2.06萬
|
-30
|
-0.7%
|
|
|
1906
|
Rainier Family Wealth
Tacoma,
Washington
|
US$296萬
|
-US$45.1萬
|
-656
|
-14%
|
|
|
1907
|
|
US$296萬
|
+US$215萬
|
+3,119
|
新
|
|
|
1908
|
Endeavor Private Wealth
Topeka,
Kansas
|
US$295萬
|
-US$26.9萬
|
-391
|
-9%
|
|
|
1909
|
Resonant Capital Advisors
Madison,
Wisconsin
|
US$295萬
|
–
|
–
|
–
|
|
|
1910
|
McDonald Partners
Cleveland,
Ohio
|
US$294萬
|
-US$4.13萬
|
-60
|
-1%
|
|
|
1911
|
Lewis Asset Management
Lafayette,
California
|
US$294萬
|
+US$11.3萬
|
+164
|
+4%
|
|
|
1912
|
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
US$293萬
|
-US$17.7萬
|
-257
|
-6%
|
|
|
1913
|
Carter Financial Group
Barrington,
Illinois
|
US$292萬
|
-US$1.17萬
|
-17
|
-0.4%
|
|
|
1914
|
Platform Technology Partners
New York
|
US$292萬
|
+US$2.06萬
|
+30
|
+0.8%
|
|
|
1915
|
Bank of Marin
Novato,
California
|
US$291萬
|
-US$61.9萬
|
-899
|
-19%
|
|
|
1916
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
US$291萬
|
+US$2.75萬
|
+40
|
+1%
|
|
|
1917
|
NCP Inc
La Quinta,
California
|
US$291萬
|
+US$117萬
|
+1,700
|
+76%
|
|
|
1918
|
Net Worth Advisory Group
Sandy,
Utah
|
US$290萬
|
-US$4.54萬
|
-66
|
-2%
|
|
|
1919
|
Geneva Partners
Lake Geneva,
Wisconsin
|
US$290萬
|
-US$9.49萬
|
-138
|
-3%
|
|
|
1920
|
Viewpoint Capital Management
Seattle,
Washington
|
US$290萬
|
-US$4.82萬
|
-70
|
-2%
|
|
|
1921
|
Bramshill Investments
Naples,
Florida
|
US$290萬
|
-US$4.2萬
|
-61
|
-2%
|
|
|
1922
|
Gryphon Financial Partners
Columbus,
Ohio
|
US$288萬
|
+US$4.4萬
|
+64
|
+2%
|
|
|
1923
|
River Street Advisors
Aurora,
Illinois
|
US$288萬
|
-US$2.75萬
|
-40
|
-1%
|
|
|
1924
|
Schear Investment Advisers
Cincinnati,
Ohio
|
US$288萬
|
+US$221萬
|
+3,217
|
+468%
|
|
|
1925
|
Colton Groome Financial Advisors
Asheville,
North Carolina
|
US$287萬
|
+US$7.57萬
|
+110
|
+3%
|
|
