|
1901
|
Tompkins Financial
Ithaca,
New York
|
US$1.74萬
|
+US$1.37萬
|
+18
|
新
|
|
|
1902
|
Silver Grove Financial Group
Orchard Park,
New York
|
US$1.64萬
|
+US$1.3萬
|
+17
|
新
|
|
|
1903
|
Principia Wealth Advisory
Dallas,
Texas
|
US$1.54萬
|
+US$3,051
|
+4
|
+33%
|
|
|
1904
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
US$1.54萬
|
+US$3,814
|
+5
|
+45%
|
|
|
1905
|
Planning Strategies
Lancaster,
Pennsylvania
|
US$1.54萬
|
+US$1.22萬
|
+16
|
新
|
|
|
1906
|
Logan Capital Management
Newtown Square,
Pennsylvania
|
US$1.52萬
|
+US$1.22萬
|
+16
|
新
|
|
|
1907
|
Clal Insurance
Tel-Aviv,
Israel
|
US$1.5萬
|
+US$1.22萬
|
+16
|
新
|
|
|
1908
|
|
US$1.45萬
|
+US$1.22萬
|
+16
|
新
|
|
|
1909
|
Valued Wealth Advisors
Holladay,
Utah
|
US$1.45萬
|
–
|
–
|
–
|
|
|
1910
|
Cassaday & Co Wealth Management
Mclean,
Virginia
|
US$1.45萬
|
+US$763
|
+1
|
+7%
|
|
|
1911
|
Investment Counsel Company of Nevada
Las Vegas,
Nevada
|
US$1.35萬
|
+US$1.07萬
|
+14
|
新
|
|
|
1912
|
Strengthening Families & Communities LLC
Boston,
Massachusetts
|
US$1.27萬
|
+US$763
|
+1
|
+8%
|
|
|
1913
|
Vision Retirement
Ridgewood,
New Jersey
|
US$1.26萬
|
–
|
–
|
–
|
|
|
1914
|
BOK Financial Private Wealth
Denver,
Colorado
|
US$1.26萬
|
+US$9,917
|
+13
|
新
|
|
|
1915
|
1 North Wealth Services
Annapolis,
Maryland
|
US$1.25萬
|
+US$9,917
|
+13
|
新
|
|
|
1916
|
Gleason Group
Prospect,
Kentucky
|
US$1.25萬
|
+US$9,917
|
+13
|
新
|
|
|
1917
|
Provenance Wealth Advisors
Fort Lauderdale,
Florida
|
US$1.25萬
|
+US$9,917
|
+13
|
新
|
|
|
1918
|
West Paces Advisors
Atlanta,
Georgia
|
US$1.25萬
|
+US$9,917
|
+13
|
新
|
|
|
1919
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
US$1.2萬
|
-US$1.91萬
|
-25
|
-68%
|
|
|
1920
|
Clark Wealth Partners
O'fallon,
Illinois
|
US$1.16萬
|
+US$763
|
+1
|
+9%
|
|
|
1921
|
Avalon Trust
Santa Fe,
New Mexico
|
US$1.16萬
|
–
|
–
|
–
|
|
|
1922
|
HFM Investment Advisors
Glassboro,
New Jersey
|
US$1.16萬
|
+US$4,577
|
+6
|
+100%
|
|
|
1923
|
Banque Cantonale Vaudoise
Lausanne,
Switzerland
|
US$1.12萬
|
-US$350萬
|
-4,593
|
-28%
|
|
|
1924
|
Oakmont Advisory Group
Albuquerque,
New Mexico
|
US$1.06萬
|
+US$8,391
|
+11
|
新
|
|
|
1925
|
Spectrum Wealth Advisory Group
Granite Bay,
California
|
US$9,664
|
+US$7,628
|
+10
|
新
|
|
