|
1901
|
IMG Wealth Management
Jacksonville,
Florida
|
US$1.22萬
|
+US$4,678
|
+19
|
+68%
|
|
|
1902
|
S&T Bank
Indiana,
Pennsylvania
|
US$1.2萬
|
+US$1,231
|
+5
|
+12%
|
|
|
1903
|
Swan Capital
Pensacola,
Florida
|
US$1.17萬
|
-US$7,387
|
-30
|
-40%
|
|
|
1904
|
Kimelman & Baird
New York
|
US$1.17萬
|
–
|
–
|
–
|
|
|
1905
|
PlanVest Financial
Gaithersburg,
Maryland
|
US$1.14萬
|
+US$246
|
+1
|
+2%
|
|
|
1906
|
Affinity Wealth
Canton,
Ohio
|
US$1.12萬
|
–
|
–
|
–
|
|
|
1907
|
Persistent Asset Partners
Hong Kong
|
US$1.12萬
|
+US$1.06萬
|
+43
|
新
|
|
|
1908
|
Kingdom Financial Group
Peoria,
Arizona
|
US$1.09萬
|
-US$1,724
|
-7
|
-14%
|
|
|
1909
|
Financial Network Wealth Advisors
Murray,
Utah
|
US$1.09萬
|
+US$492
|
+2
|
+5%
|
|
|
1910
|
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
|
US$1.05萬
|
+US$9,849
|
+40
|
新
|
|
|
1911
|
Kilter Group
Rhinebeck,
New York
|
US$1.04萬
|
+US$739
|
+3
|
+8%
|
|
|
1912
|
Costello Asset Management
Feasterville,
Pennsylvania
|
US$1萬
|
–
|
–
|
–
|
|
|
1913
|
Principia Wealth Advisory
Dallas,
Texas
|
US$9,636
|
+US$3,201
|
+13
|
+54%
|
|
|
1914
|
Dogwood Wealth Management
Lenexa,
Kansas
|
US$9,376
|
+US$4,678
|
+19
|
+112%
|
|
|
1915
|
Acumen Wealth Advisors
Chattanooga,
Tennessee
|
US$8,855
|
–
|
–
|
–
|
|
|
1916
|
Financial Consulate
Hunt Valley,
Maryland
|
US$8,855
|
+US$1,231
|
+5
|
+17%
|
|
|
1917
|
Sunrise Financial Services
Burien,
Washington
|
US$8,595
|
+US$8,125
|
+33
|
新
|
|
|
1918
|
Marquette Asset Management
Minneapolis,
Minnesota
|
US$8,335
|
–
|
–
|
–
|
|
|
1919
|
Holos Integrated Wealth
Kennett Square,
Pennsylvania
|
US$8,253
|
–
|
–
|
–
|
|
|
1920
|
MJT & Associates Financial Advisory
Monteviceo,
Minnesota
|
US$8,074
|
+US$7,633
|
+31
|
新
|
|
|
1921
|
TFC Financial Management
Boston,
Massachusetts
|
US$7,865
|
+US$985
|
+4
|
+15%
|
|
|
1922
|
Caldwell Sutter Capital
Sausalito,
California
|
US$7,553
|
-US$739
|
-3
|
-9%
|
|
|
1923
|
Chapman Financial Group
Kailua,
Hawaii
|
US$7,553
|
–
|
–
|
–
|
|
|
1924
|
Commonwealth Retirement Investments
Richmond,
Virginia
|
US$7,055
|
+US$6,648
|
+27
|
新
|
|
|
1925
|
Retirement Wealth Solutions
Marshfield,
Wisconsin
|
US$7,032
|
+US$492
|
+2
|
+8%
|
|
