|
1926
|
Joseph Group Capital Management
Columbus,
Ohio
|
US$2.23萬
|
+US$4,763
|
+85
|
+30%
|
|
|
1927
|
Fairman Group
Chesterbrook,
Pennsylvania
|
US$2.23萬
|
+US$224
|
+4
|
+1%
|
|
|
1928
|
Prudent Man Investment Management
Louisville,
Colorado
|
US$2.23萬
|
–
|
–
|
–
|
|
|
1929
|
JDM Financial Group
Austin,
Texas
|
US$2.19萬
|
–
|
–
|
–
|
|
|
1930
|
Albion Financial Group
Salt Lake City,
Utah
|
US$2.18萬
|
–
|
–
|
–
|
|
|
1931
|
CGC Financial Services
Lake Oswego,
Oregon
|
US$2.17萬
|
+US$1.55萬
|
+277
|
+334%
|
|
|
1932
|
SHP Wealth Management
Plymouth,
Massachusetts
|
US$2.15萬
|
+US$4,371
|
+78
|
+28%
|
|
|
1933
|
Fairscale Capital
Nashua,
New Hampshire
|
US$2.14萬
|
–
|
–
|
–
|
|
|
1934
|
SJS Investment Consulting
Sylvania,
Ohio
|
US$2.12萬
|
-US$4,595
|
-82
|
-19%
|
|
|
1935
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
US$2.09萬
|
–
|
–
|
–
|
|
|
1936
|
Morton Brown Family Wealth
Allentown,
Pennsylvania
|
US$2.08萬
|
+US$168
|
+3
|
+0.9%
|
|
|
1937
|
Strategic Wealth Partners
Independence,
Ohio
|
US$2.06萬
|
-US$9,413
|
-168
|
-33%
|
|
|
1938
|
Meeder Asset Management
Dublin,
Ohio
|
US$2.04萬
|
+US$3,642
|
+65
|
+24%
|
|
|
1939
|
Gables Capital Management
Miami,
Florida
|
US$1.99萬
|
–
|
–
|
–
|
|
|
1940
|
Syntax Research
Boca Raton,
Florida
|
US$1.97萬
|
–
|
–
|
–
|
|
|
1941
|
McGuire Capital Advisors
Bethany,
Oklahoma
|
US$1.94萬
|
–
|
–
|
–
|
|
|
1942
|
Mowery & Schoenfeld Wealth Management
Lincolnshire,
Illinois
|
US$1.93萬
|
–
|
–
|
–
|
|
|
1943
|
Avion Wealth
The Woodlands,
Texas
|
US$1.9萬
|
-US$560
|
-10
|
-3%
|
|
|
1944
|
J. Safra Asset Management
New York
|
US$1.87萬
|
-US$1,793
|
-32
|
-9%
|
|
|
1945
|
Kelleher Financial Advisors
New York
|
US$1.87萬
|
+US$1.74萬
|
+310
|
新
|
|
|
1946
|
Heritage Wealth Advisors
Richmond,
Virginia
|
US$1.84萬
|
–
|
–
|
–
|
|
|
1947
|
Barrett & Company
Providence,
Rhode Island
|
US$1.81萬
|
–
|
–
|
–
|
|
|
1948
|
Westend Capital Management
Sausalito,
California
|
US$1.81萬
|
–
|
–
|
–
|
|
|
1949
|
Icon Advisers
Greenwood Village,
Colorado
|
US$1.81萬
|
+US$1.68萬
|
+300
|
新
|
|
|
1950
|
BOK Financial Private Wealth
Denver,
Colorado
|
US$1.8萬
|
+US$4,707
|
+84
|
+40%
|
|
