|
1926
|
PlanVest Financial
Gaithersburg,
Maryland
|
US$1.02萬
|
–
|
–
|
–
|
|
|
1927
|
First Bancorp
Damariscotta,
Maine
|
US$1.02萬
|
+US$1.06萬
|
+25
|
新
|
|
|
1928
|
ORG Wealth Partners
Dallas,
Texas
|
US$1.02萬
|
-US$16萬
|
-378
|
-94%
|
|
|
1929
|
Acumen Wealth Advisors
Chattanooga,
Tennessee
|
US$9,775
|
+US$1.01萬
|
+24
|
新
|
|
|
1930
|
Evolution Wealth Management
Fort Myers,
Florida
|
US$9,774
|
+US$1,689
|
+4
|
+20%
|
|
|
1931
|
Marshall Investment Management
Littleton,
Colorado
|
US$9,367
|
+US$9,713
|
+23
|
新
|
|
|
1932
|
Napier Financial
Braintree,
Massachusetts
|
US$8,960
|
-US$5,068
|
-12
|
-35%
|
|
|
1933
|
Advocate Investing Services
Woodbine,
Maryland
|
US$8,960
|
–
|
–
|
–
|
|
|
1934
|
HFM Investment Advisors
Glassboro,
New Jersey
|
US$8,553
|
+US$2,111
|
+5
|
+31%
|
|
|
1935
|
LifeSteps Financial
Claremont,
California
|
US$8,552
|
+US$8,868
|
+21
|
新
|
|
|
1936
|
|
US$8,274
|
-US$3,801
|
-9
|
-31%
|
|
|
1937
|
RMG Wealth Management
Platteville,
Wisconsin
|
US$8,202
|
–
|
–
|
–
|
|
|
1938
|
Beaird Harris Wealth Management
Dallas,
Texas
|
US$8,146
|
–
|
–
|
–
|
|
|
1939
|
Cedar Mountain Advisors
Lake Oswego,
Oregon
|
US$8,145
|
–
|
–
|
–
|
|
|
1940
|
Abound Wealth Management
Franklin,
Tennessee
|
US$8,116
|
-US$1.56萬
|
-37
|
-65%
|
|
|
1941
|
Activest Wealth Management
Aventure,
Florida
|
US$7,738
|
-US$5,490
|
-13
|
-41%
|
|
|
1942
|
Copia Wealth Management
Bend,
Oregon
|
US$7,738
|
–
|
–
|
–
|
|
|
1943
|
Glen Eagle Advisors
Kingston,
New Jersey
|
US$7,738
|
–
|
–
|
–
|
|
|
1944
|
IMA Advisory Services
Denver,
Colorado
|
US$7,738
|
+US$3,378
|
+8
|
+73%
|
|
|
1945
|
Principia Wealth Advisory
Dallas,
Texas
|
US$7,331
|
+US$2,111
|
+5
|
+38%
|
|
|
1946
|
Gleason Group
Prospect,
Kentucky
|
US$7,331
|
+US$7,601
|
+18
|
新
|
|
|
1947
|
Planning Strategies
Lancaster,
Pennsylvania
|
US$7,331
|
+US$7,601
|
+18
|
新
|
|
|
1948
|
Pacifica Partners
Surrey,
Canada
|
US$7,038
|
–
|
–
|
–
|
|
|
1949
|
Gables Capital Management
Miami,
Florida
|
US$6,934
|
–
|
–
|
–
|
|
|
1950
|
Allied Private Wealth
Boca Raton,
Florida
|
US$6,906
|
+US$6,757
|
+16
|
新
|
|
