|
1901
|
|
US$39.1萬
|
+US$37萬
|
+1,291
|
新
|
|
|
1902
|
Olistico Wealth
Tulsa,
Oklahoma
|
US$39.1萬
|
-US$1,433
|
-5
|
-0.4%
|
|
|
1903
|
Delap Wealth Advisory
Lake Oswego,
Oregon
|
US$39萬
|
–
|
–
|
–
|
|
|
1904
|
Gilbert & Cook
West Des Moines,
Iowa
|
US$39萬
|
+US$1.98萬
|
+69
|
+6%
|
|
|
1905
|
Compass Capital Corp
Braintree,
Massachusetts
|
US$39萬
|
-US$75萬
|
-2,618
|
-67%
|
|
|
1906
|
Aspiring Ventures
Cincinnati,
Ohio
|
US$39萬
|
–
|
–
|
–
|
|
|
1907
|
PCG Asset Management
Gladstone,
New Jersey
|
US$39萬
|
–
|
–
|
–
|
|
|
1908
|
New Republic Capital
Charlotte,
North Carolina
|
US$38.9萬
|
+US$860
|
+3
|
+0.2%
|
|
|
1909
|
Cypress Capital Group
Palm Beach,
Florida
|
US$38.7萬
|
+US$5.73萬
|
+200
|
+19%
|
|
|
1910
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
US$38.6萬
|
+US$573
|
+2
|
+0.2%
|
|
|
1911
|
L. Roy Papp & Associates
Phoenix,
Arizona
|
US$38.1萬
|
–
|
–
|
–
|
|
|
1912
|
KWB Wealth
Redlands,
California
|
US$38.1萬
|
-US$3,152
|
-11
|
-0.9%
|
|
|
1913
|
Trademark Financial Management
Bloomington,
Minnesota
|
US$38萬
|
-US$1.92萬
|
-67
|
-5%
|
|
|
1914
|
John A. Wolfe & Associates
Portage,
Michigan
|
US$38萬
|
-US$4.21萬
|
-147
|
-11%
|
|
|
1915
|
Breakwater Capital Group
Paramus,
New Jersey
|
US$38萬
|
+US$2.81萬
|
+98
|
+8%
|
|
|
1916
|
Santori & Peters Inc
Canonsburg,
Pennsylvania
|
US$38萬
|
+US$573
|
+2
|
+0.2%
|
|
|
1917
|
Elmwood Wealth Management
Berkeley,
California
|
US$37.9萬
|
–
|
–
|
–
|
|
|
1918
|
Pflug Koory
Omaha,
Nebraska
|
US$37.8萬
|
+US$9,744
|
+34
|
+3%
|
|
|
1919
|
BetterWealth
San Jose,
California
|
US$37.8萬
|
+US$5,159
|
+18
|
+1%
|
|
|
1920
|
Alteri Wealth
Westlake Village,
California
|
US$37.8萬
|
-US$3.38萬
|
-118
|
-9%
|
|
|
1921
|
Missouri Trust & Investment Company
Springfield,
Missouri
|
US$37.7萬
|
-US$1.06萬
|
-37
|
-3%
|
|
|
1922
|
Osborne Partners Capital Management
San Francisco,
California
|
US$37.7萬
|
+US$1.12萬
|
+39
|
+3%
|
|
|
1923
|
Silver Coast Investments
San Diego,
United States
|
US$37.6萬
|
+US$9,457
|
+33
|
+3%
|
|
|
1924
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
US$37.4萬
|
+US$6.94萬
|
+242
|
+24%
|
|
|
1925
|
Howe & Rusling
Rochester,
New York
|
US$37.3萬
|
+US$10.9萬
|
+381
|
+45%
|
|
