|
1901
|
Lummis Asset Management
Fort Worth,
Texas
|
US$4.75萬
|
–
|
–
|
–
|
|
|
1902
|
Matthew Hamilton Rosenberg
|
US$4.75萬
|
–
|
–
|
–
|
|
|
1903
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
US$4.62萬
|
–
|
–
|
–
|
|
|
1904
|
Sachetta
Lynnfield,
Massachusetts
|
US$4.55萬
|
+US$4,123
|
+13
|
+11%
|
|
|
1905
|
Orion Capital Management
Coronado,
California
|
US$4.52萬
|
–
|
–
|
–
|
|
|
1906
|
Crews Bank & Trust
Wauchula,
Florida
|
US$4.42萬
|
+US$1.36萬
|
+43
|
+48%
|
|
|
1907
|
Richardson Financial Services
Medway,
Massachusetts
|
US$4.39萬
|
-US$634
|
-2
|
-2%
|
|
|
1908
|
Financial Consulate
Hunt Valley,
Maryland
|
US$4.32萬
|
+US$951
|
+3
|
+2%
|
|
|
1909
|
James T. Borello
East Dundee,
Illinois
|
US$4.32萬
|
+US$951
|
+3
|
+2%
|
|
|
1910
|
Cornerstone Financial Management
Burlington,
Massachusetts
|
US$4.25萬
|
+US$1.46萬
|
+46
|
+57%
|
|
|
1911
|
Kemnay Advisory Services
New York
|
US$4.19萬
|
-US$14.4萬
|
-454
|
-78%
|
|
|
1912
|
Center for Financial Planning
Southfied,
Michigan
|
US$4.15萬
|
-US$1.05萬
|
-33
|
-21%
|
|
|
1913
|
|
US$3.88萬
|
+US$634
|
+2
|
+2%
|
|
|
1914
|
HighMark Wealth Management
St. Paul,
Minnesota
|
US$3.85萬
|
–
|
–
|
–
|
|
|
1915
|
Atlantic Edge Private Wealth Management
Jacksonville,
Florida
|
US$3.85萬
|
+US$2.06萬
|
+65
|
+130%
|
|
|
1916
|
Heritage Wealth Advisors
Richmond,
Virginia
|
US$3.65萬
|
–
|
–
|
–
|
|
|
1917
|
Trust Company
Manhattan,
Kansas
|
US$3.65萬
|
+US$3.33萬
|
+105
|
+2,625%
|
|
|
1918
|
Graney & King
Latham,
New York
|
US$3.59萬
|
–
|
–
|
–
|
|
|
1919
|
Neo Ivy Capital Management
New York
|
US$3.55萬
|
-US$72.9萬
|
-2,299
|
-96%
|
|
|
1920
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
US$3.49萬
|
-US$4,440
|
-14
|
-11%
|
|
|
1921
|
Lloyd Advisory Services
Suwanee,
Georgia
|
US$3.48萬
|
-US$39.7萬
|
-1,253
|
-92%
|
|
|
1922
|
Activest Wealth Management
Aventure,
Florida
|
US$3.45萬
|
-US$41萬
|
-1,293
|
-93%
|
|
|
1923
|
Miller Wealth Advisors
Ridgeway,
Colorado
|
US$3.35萬
|
–
|
–
|
–
|
|
|
1924
|
Signature Resources Capital Management
Newport Beach,
California
|
US$3.35萬
|
–
|
–
|
–
|
|
|
1925
|
JPL Wealth Management
Highlands Ranch,
Colorado
|
US$3.25萬
|
+US$951
|
+3
|
+3%
|
|
