|
1901
|
Old North State Trust
Greensboro,
North Carolina
|
US$54.8萬
|
-US$6,565
|
-25
|
-1%
|
|
|
1902
|
Pacifica Partners
Surrey,
Canada
|
US$54.7萬
|
–
|
–
|
–
|
|
|
1903
|
Summit Wealth Partners
Orlando,
Florida
|
US$54.6萬
|
+US$23.1萬
|
+881
|
+78%
|
|
|
1904
|
Solstein Capital
Menlo Park,
California
|
US$54.6萬
|
–
|
–
|
–
|
|
|
1905
|
Essex LLC
Deer Park,
Illinois
|
US$54.5萬
|
–
|
–
|
–
|
|
|
1906
|
ARK & TLK Investments
Oklahoma City,
Oklahoma
|
US$54.5萬
|
–
|
–
|
–
|
|
|
1907
|
Fort Sheridan Advisors
Highland Park,
Illinois
|
US$54.5萬
|
–
|
–
|
–
|
|
|
1908
|
Holt Capital Partners
Fort Worth,
Texas
|
US$54.5萬
|
+US$10.6萬
|
+405
|
+25%
|
|
|
1909
|
Empirical Asset Management
Wellesley,
Massachusetts
|
US$54.4萬
|
+US$2,101
|
+8
|
+0.4%
|
|
|
1910
|
South Street Advisors
New York
|
US$54.4萬
|
–
|
–
|
–
|
|
|
1911
|
HURRICANE CAPITAL ADVISORS LLC
New York
|
US$54.4萬
|
+US$25.4萬
|
+966
|
+93%
|
|
|
1912
|
Payden & Rygel
Los Angeles,
California
|
US$54.4萬
|
+US$52.5萬
|
+2,000
|
新
|
|
|
1913
|
SkyOak Wealth
Southfield,
Michigan
|
US$54.3萬
|
–
|
–
|
–
|
|
|
1914
|
Red Door Wealth Management
Memphis,
Tennessee
|
US$54.3萬
|
+US$1.31萬
|
+50
|
+3%
|
|
|
1915
|
Embree Financial Group
Chicago,
Illinois
|
US$54.3萬
|
+US$2.86萬
|
+109
|
+6%
|
|
|
1916
|
Aspire Growth Partners
Miromar Lakes,
Florida
|
US$54.2萬
|
-US$5.88萬
|
-224
|
-10%
|
|
|
1917
|
Allen Mooney & Barnes Investment Advisors
Thomasville,
Georgia
|
US$54.1萬
|
+US$263
|
+1
|
+0.1%
|
|
|
1918
|
Richwood Investment Advisors
Cincinnati,
Ohio
|
US$54.1萬
|
–
|
–
|
–
|
|
|
1919
|
TBH Global Asset Management
Brentwood,
Tennessee
|
US$54.1萬
|
+US$4.96萬
|
+189
|
+11%
|
|
|
1920
|
J. Safra Asset Management
New York
|
US$54萬
|
–
|
–
|
–
|
|
|
1921
|
Paragon Capital Management (Kansas)
Overland Park,
Kansas
|
US$53.9萬
|
-US$3,676
|
-14
|
-0.7%
|
|
|
1922
|
FSM Wealth Advisors
Cleveland,
Ohio
|
US$53.9萬
|
+US$3.47萬
|
+132
|
+7%
|
|
|
1923
|
Berkeley Capital Partners
Milton,
Georgia
|
US$53.8萬
|
+US$1.34萬
|
+51
|
+3%
|
|
|
1924
|
Union Savings Bank
Litchfield,
Connecticut
|
US$53.6萬
|
-US$3.23萬
|
-123
|
-6%
|
|
|
1925
|
PUREfi Wealth
Boston,
Massachusetts
|
US$53.6萬
|
+US$1.84萬
|
+70
|
+4%
|
|
