|
1901
|
Umpqua Bank
Lake Oswego,
Oregon
|
US$382萬
|
+US$28.5萬
|
+888
|
+9%
|
|
|
1902
|
Weaver Capital Management
Suwanee,
Georgia
|
US$382萬
|
–
|
–
|
–
|
|
|
1903
|
Roxbury Financial
Mount Arlington,
New Jersey
|
US$381萬
|
+US$24.5萬
|
+764
|
+7%
|
|
|
1904
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
US$381萬
|
+US$4.27萬
|
+133
|
+1%
|
|
|
1905
|
Personal CFO Solutions
Chester,
New Jersey
|
US$381萬
|
-US$40萬
|
-1,245
|
-10%
|
|
|
1906
|
Capital Asset Advisory Services
Williamston,
Michigan
|
US$381萬
|
+US$14萬
|
+436
|
+4%
|
|
|
1907
|
Gilliland Jeter Wealth Management
Little Rock,
Arkansas
|
US$380萬
|
-US$963
|
-3
|
-0%
|
|
|
1908
|
CNB Bank
Clearfield,
Pennsylvania
|
US$380萬
|
+US$14.3萬
|
+445
|
+4%
|
|
|
1909
|
Summit Place Financial Advisors
Summit,
New Jersey
|
US$380萬
|
+US$11.1萬
|
+345
|
+3%
|
|
|
1910
|
Gallagher Capital Advisors
Argyle,
Texas
|
US$380萬
|
+US$963
|
+3
|
+0%
|
|
|
1911
|
SJS Investment Consulting
Sylvania,
Ohio
|
US$379萬
|
+US$9,310
|
+29
|
+0.3%
|
|
|
1912
|
Houlihan Financial Resource Group
Ashburn,
Virginia
|
US$378萬
|
-US$3.72萬
|
-116
|
-1%
|
|
|
1913
|
GF Fund Management
Guangzhou,
China
|
US$378萬
|
+US$6.42萬
|
+200
|
+2%
|
|
|
1914
|
Focus Financial Network
Minneapolis,
Minnesota
|
US$376萬
|
-US$30.5萬
|
-951
|
-8%
|
|
|
1915
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
US$376萬
|
+US$12.2萬
|
+381
|
+4%
|
|
|
1916
|
Stonehage Fleming Financial Services
St. Helier,
Jersey
|
US$376萬
|
-US$1.47億
|
-458,406
|
-98%
|
|
|
1917
|
Sowa Financial Group
Lincoln,
Rhode Island
|
US$376萬
|
-US$32.6萬
|
-1,016
|
-8%
|
|
|
1918
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
US$374萬
|
+US$20.7萬
|
+645
|
+6%
|
|
|
1919
|
One Wealth Capital Management
Scottsdale,
Arizona
|
US$372萬
|
+US$179萬
|
+5,568
|
+106%
|
|
|
1920
|
Navalign LLC
Encino,
California
|
US$372萬
|
+US$1.77萬
|
+55
|
+0.5%
|
|
|
1921
|
Bernard Wealth Management
Royal Oak,
Michigan
|
US$372萬
|
-US$7.61萬
|
-237
|
-2%
|
|
|
1922
|
South Shore Capital Advisors
Cohasset,
Massachusetts
|
US$371萬
|
-US$4.24萬
|
-132
|
-1%
|
|
|
1923
|
ZEGA Investments
Palm Beach Gardens,
Florida
|
US$371萬
|
+US$321
|
+1
|
+0%
|
|
|
1924
|
Riverview Capital Advisers
Boston,
Massachusetts
|
US$371萬
|
+US$9,310
|
+29
|
+0.3%
|
|
|
1925
|
Joel Isaacson & Co
New York
|
US$371萬
|
+US$3.34萬
|
+104
|
+1%
|
|
