|
1901
|
Hamilton Point Investment Advisors
Chapel Hill,
North Carolina
|
US$532萬
|
–
|
–
|
–
|
|
|
1902
|
Iconiq Capital
San Francisco,
California
|
US$532萬
|
–
|
–
|
–
|
|
|
1903
|
Ramsay Stattman Vela & Price
Colorado Springs,
Colorado
|
US$531萬
|
+US$1.67萬
|
+23
|
+0.3%
|
|
|
1904
|
Catalyst Private Wealth
San Mateo,
California
|
US$531萬
|
-US$9.5萬
|
-131
|
-2%
|
|
|
1905
|
Optima Capital
Beaverton,
Oregon
|
US$530萬
|
+US$128萬
|
+1,761
|
+33%
|
|
|
1906
|
Steph & Co
Marinette,
Wisconsin
|
US$530萬
|
+US$16.5萬
|
+228
|
+3%
|
|
|
1907
|
McGuire Capital Advisors
Bethany,
Oklahoma
|
US$529萬
|
+US$165萬
|
+2,275
|
+47%
|
|
|
1908
|
Twin Lakes Capital Management
Redwood Shores,
California
|
US$529萬
|
-US$17.9萬
|
-247
|
-3%
|
|
|
1909
|
Harbour Wealth Management Group
Daniel Island,
South Carolina
|
US$529萬
|
-US$7.18萬
|
-99
|
-1%
|
|
|
1910
|
Abacus Planning Group
Columbia,
South Carolina
|
US$528萬
|
-US$2.83萬
|
-39
|
-0.5%
|
|
|
1911
|
Schaper Benz & Wise Investment Counsel
Neenah,
Wisconsin
|
US$528萬
|
-US$2.1萬
|
-29
|
-0.4%
|
|
|
1912
|
DHJJ Financial Advisors
Naperville,
Illinois
|
US$527萬
|
-US$6.89萬
|
-95
|
-1%
|
|
|
1913
|
Holt Capital Partners
Fort Worth,
Texas
|
US$527萬
|
+US$22.6萬
|
+312
|
+5%
|
|
|
1914
|
Holistic Planning
Nacogdoches,
Texas
|
US$527萬
|
+US$24.7萬
|
+341
|
+5%
|
|
|
1915
|
Journey Beyond Wealth
Roswell,
Georgia
|
US$524萬
|
-US$15.4萬
|
-212
|
-3%
|
|
|
1916
|
Objective Capital Management
Pepper Pike,
Ohio
|
US$523萬
|
+US$2.18萬
|
+30
|
+0.4%
|
|
|
1917
|
Bennett Selby Investments
Falmouth,
Maine
|
US$523萬
|
+US$8.27萬
|
+114
|
+2%
|
|
|
1918
|
Platform Technology Partners
New York
|
US$523萬
|
-US$11.5萬
|
-159
|
-2%
|
|
|
1919
|
First Interstate Bank
Billings,
Montana
|
US$522萬
|
+US$48.3萬
|
+666
|
+11%
|
|
|
1920
|
Boston Research & Management
Manchester,
Massachusetts
|
US$521萬
|
-US$2.54萬
|
-35
|
-0.5%
|
|
|
1921
|
Signature Wealth Management Partners
Montvale,
New Jersey
|
US$521萬
|
-US$2,900
|
-4
|
-0.1%
|
|
|
1922
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
US$520萬
|
+US$63.9萬
|
+881
|
+14%
|
|
|
1923
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
US$519萬
|
+US$11.1萬
|
+153
|
+2%
|
|
|
1924
|
NWK Group
San Francisco,
California
|
US$519萬
|
-US$18萬
|
-248
|
-3%
|
|
|
1925
|
T. Rowe Price Associates
Baltimore,
Maryland
|
US$519萬
|
-US$234萬
|
-3,230
|
-32%
|
|
