|
1926
|
Glen Eagle Advisors
Kingston,
New Jersey
|
US$159萬
|
+US$4.02萬
|
+99
|
+3%
|
|
|
1927
|
MCF Advisors
Covington,
Kentucky
|
US$159萬
|
+US$51.9萬
|
+1,278
|
+63%
|
|
|
1928
|
Truvestments Capital
Sarasota,
Florida
|
US$159萬
|
-US$3.41萬
|
-84
|
-2%
|
|
|
1929
|
Seed Wealth Management
Evanston,
Illinois
|
US$158萬
|
–
|
–
|
–
|
|
|
1930
|
VisionPoint Advisory Group
Dallas,
Texas
|
US$158萬
|
+US$51.7萬
|
+1,273
|
+62%
|
|
|
1931
|
CVA Family Office
Denver,
Colorado
|
US$158萬
|
–
|
–
|
–
|
|
|
1932
|
Continuum Advisory
Eagle,
Idaho
|
US$158萬
|
+US$29.7萬
|
+731
|
+28%
|
|
|
1933
|
Schrum Private Wealth Management
St. Augustine,
Florida
|
US$158萬
|
-US$24.6萬
|
-607
|
-7%
|
|
|
1934
|
Klingman & Associates
New York
|
US$158萬
|
+US$3.65萬
|
+90
|
+3%
|
|
|
1935
|
|
US$158萬
|
-US$542萬
|
-13,366
|
-78%
|
|
|
1936
|
Richard C. Young & Co
Newport,
Rhode Island
|
US$157萬
|
+US$2.11萬
|
+52
|
+2%
|
|
|
1937
|
Magnolia Capital Advisors
Jackson,
Mississippi
|
US$157萬
|
-US$1.38萬
|
-34
|
-1%
|
|
|
1938
|
Atlas Capital Advisors
Jackson,
Wyoming
|
US$157萬
|
+US$24.9萬
|
+614
|
+23%
|
|
|
1939
|
Founders Grove Wealth Partners
Richmond,
Virginia
|
US$156萬
|
+US$7.59萬
|
+187
|
+6%
|
|
|
1940
|
First Pacific Financial
Vancouver,
Washington
|
US$156萬
|
-US$10.3萬
|
-254
|
-7%
|
|
|
1941
|
Greykasell Wealth Strategies
Danville,
California
|
US$156萬
|
+US$13.9萬
|
+342
|
+12%
|
|
|
1942
|
Nisa Investment Advisors
St. Louis,
Missouri
|
US$156萬
|
+US$12.2萬
|
+300
|
+10%
|
|
|
1943
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
US$155萬
|
+US$20.2萬
|
+499
|
+18%
|
|
|
1944
|
Armis Advisers
Atlanta,
Georgia
|
US$155萬
|
+US$18.1萬
|
+445
|
+15%
|
|
|
1945
|
PGIM Custom Harvest
Newark,
New Jersey
|
US$155萬
|
+US$16.9萬
|
+416
|
+15%
|
|
|
1946
|
SageView Advisory Group
Newport Beach,
California
|
US$155萬
|
-US$1.87萬
|
-46
|
-1%
|
|
|
1947
|
Baker Avenue Asset Management
San Francisco,
California
|
US$155萬
|
+US$42.2萬
|
+1,039
|
+47%
|
|
|
1948
|
Meridian Wealth Advisors
Austin,
Texas
|
US$154萬
|
+US$2.68萬
|
+66
|
+2%
|
|
|
1949
|
Lodestone Wealth Management
Spokane,
Washington
|
US$154萬
|
-US$19.4萬
|
-479
|
-13%
|
|
|
1950
|
1900 Wealth Management
San Antonio,
Texas
|
US$154萬
|
-US$12.8萬
|
-315
|
-9%
|
|
