|
1926
|
NWK Group
San Francisco,
California
|
US$519萬
|
-US$18萬
|
-248
|
-3%
|
|
|
1927
|
T. Rowe Price Associates
Baltimore,
Maryland
|
US$519萬
|
-US$234萬
|
-3,230
|
-32%
|
|
|
1928
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
US$519萬
|
+US$12萬
|
+165
|
+2%
|
|
|
1929
|
Pursue Wealth Partners
Clayton,
California
|
US$518萬
|
+US$11.6萬
|
+160
|
+2%
|
|
|
1930
|
Waterfront Wealth
Overland Park,
Kansas
|
US$517萬
|
-US$2.68萬
|
-37
|
-0.5%
|
|
|
1931
|
Keebeck Wealth Management
Chicago,
Illinois
|
US$517萬
|
-US$2.97萬
|
-41
|
-0.6%
|
|
|
1932
|
Clear Point Advisors
Melville,
New York
|
US$517萬
|
+US$502萬
|
+6,923
|
新
|
|
|
1933
|
ORBA Wealth Advisors
Chicago,
Illinois
|
US$517萬
|
+US$52.1萬
|
+719
|
+12%
|
|
|
1934
|
Lotus Asset Management
Nashville,
Tennessee
|
US$516萬
|
+US$501萬
|
+6,912
|
新
|
|
|
1935
|
OP Asset Management
Helsinki,
|
US$515萬
|
+US$112萬
|
+1,551
|
+29%
|
|
|
1936
|
|
US$514萬
|
–
|
–
|
–
|
|
|
1937
|
Generation Capital Management
Pittsford,
New York
|
US$512萬
|
-US$6.16萬
|
-85
|
-1%
|
|
|
1938
|
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
US$512萬
|
+US$10.9萬
|
+151
|
+2%
|
|
|
1939
|
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
|
US$511萬
|
+US$34.4萬
|
+474
|
+7%
|
|
|
1940
|
Roffman Miller Associates
Philadelphia,
Pennsylvania
|
US$510萬
|
+US$6.16萬
|
+85
|
+1%
|
|
|
1941
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
US$509萬
|
+US$6.89萬
|
+95
|
+1%
|
|
|
1942
|
Ironclad Investments
Maitland,
Florida
|
US$508萬
|
–
|
–
|
–
|
|
|
1943
|
Red Door Wealth Management
Memphis,
Tennessee
|
US$506萬
|
-US$10.1萬
|
-139
|
-2%
|
|
|
1944
|
|
US$505萬
|
-US$19.9萬
|
-275
|
-4%
|
|
|
1945
|
|
US$505萬
|
-US$51.5萬
|
-711
|
-10%
|
|
|
1946
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
US$504萬
|
+US$9.06萬
|
+125
|
+2%
|
|
|
1947
|
Private Wealth Partners
Mill Valley,
California
|
US$504萬
|
-US$5.95萬
|
-82
|
-1%
|
|
|
1948
|
Howard Wealth Management
Madison,
Connecticut
|
US$503萬
|
+US$6.45萬
|
+89
|
+1%
|
|
|
1949
|
Cedarwood Wealth
Highlands Ranch,
Colorado
|
US$503萬
|
+US$2.68萬
|
+37
|
+0.6%
|
|
|
1950
|
Cascades Capital Asset Management
Greensboro,
North Carolina
|
US$503萬
|
+US$2,175
|
+3
|
+0%
|
|
