|
1926
|
Braun Stacey Associates
New York
|
US$31.6萬
|
-US$37.4萬
|
-1,826
|
-55%
|
|
|
1927
|
Fi3 Financial Advisors
Indianapolis,
Indiana
|
US$31.6萬
|
+US$8.76萬
|
+428
|
新
|
|
|
1928
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
US$31.5萬
|
+US$8.39萬
|
+410
|
+38%
|
|
|
1929
|
Richmond Investment Services
Mequon,
Wisconsin
|
US$31.5萬
|
-US$50萬
|
-2,443
|
-62%
|
|
|
1930
|
Clark Asset Management
Stratham,
New Hampshire
|
US$31.4萬
|
+US$3.66萬
|
+179
|
+14%
|
|
|
1931
|
Kanawha Capital Management
Richmond,
Virginia
|
US$31.4萬
|
–
|
–
|
–
|
|
|
1932
|
Signature Equity Partners
Columbus,
Ohio
|
US$31.2萬
|
+US$8.43萬
|
+412
|
+39%
|
|
|
1933
|
Grey Fox Wealth Advisors
Rockland,
Delaware
|
US$31萬
|
+US$1,228
|
+6
|
+0.4%
|
|
|
1934
|
Financial Designs
Claremont,
California
|
US$31萬
|
–
|
–
|
–
|
|
|
1935
|
SFG Wealth Management
Towson,
Maryland
|
US$30.9萬
|
+US$4.26萬
|
+208
|
+17%
|
|
|
1936
|
GDS Wealth Management
Flower Mound,
Texas
|
US$30.9萬
|
–
|
–
|
–
|
|
|
1937
|
CPA Asset Management
West Palm Beach,
Florida
|
US$30.9萬
|
–
|
–
|
–
|
|
|
1938
|
BankPlus Trust Department
Jackson,
Mississippi
|
US$30.9萬
|
–
|
–
|
–
|
|
|
1939
|
Heritage Family Offices
Scottsdale,
Arizona
|
US$30.9萬
|
+US$3.48萬
|
+170
|
+13%
|
|
|
1940
|
Pacific Excel Wealth Advisors
Walnut Creek,
California
|
US$30.9萬
|
+US$29.7萬
|
+1,450
|
新
|
|
|
1941
|
Lodestone Wealth Management
Spokane,
Washington
|
US$30.8萬
|
-US$10.4萬
|
-507
|
-26%
|
|
|
1942
|
LaFleur & Godfrey
Grand Rapids,
Michigan
|
US$30.8萬
|
+US$29.7萬
|
+1,449
|
新
|
|
|
1943
|
Shaker Investments
Cleveland,
Ohio
|
US$30.8萬
|
+US$7.69萬
|
+376
|
+35%
|
|
|
1944
|
ARS Wealth Advisors Group
St. Petersburg,
Florida
|
US$30.7萬
|
–
|
–
|
–
|
|
|
1945
|
Harbor Group
Bedford,
New Hampshire
|
US$30.6萬
|
+US$1,228
|
+6
|
+0.4%
|
|
|
1946
|
Unify Financial Advisors
Clearwater,
Florida
|
US$30.5萬
|
+US$2.56萬
|
+125
|
+10%
|
|
|
1947
|
Adelphi Trust
Saint Petersburg,
Florida
|
US$30.5萬
|
+US$3.23萬
|
+158
|
+12%
|
|
|
1948
|
Goldenstone Wealth Management
El Dorado Hills,
California
|
US$30.4萬
|
-US$3.85萬
|
-188
|
-12%
|
|
|
1949
|
Bernard Wealth Management
Royal Oak,
Michigan
|
US$30.4萬
|
–
|
–
|
–
|
|
|
1950
|
Clear Point Advisors
Melville,
New York
|
US$30.4萬
|
+US$29.2萬
|
+1,429
|
新
|
|
