|
1901
|
Alaethes Wealth
Glenbrook,
Nevada
|
US$67.8萬
|
-US$8,667
|
-103
|
-1%
|
|
|
1902
|
Community Bank
Dewitt,
New York
|
US$67.8萬
|
-US$6,900
|
-82
|
-1%
|
|
|
1903
|
Navalign LLC
Encino,
California
|
US$67.4萬
|
-US$1.35萬
|
-160
|
-2%
|
|
|
1904
|
HRC Wealth Management
Moscow,
Idaho
|
US$67.2萬
|
+US$4.48萬
|
+533
|
+7%
|
|
|
1905
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
US$67.1萬
|
-US$23.4萬
|
-2,779
|
-26%
|
|
|
1906
|
Stock Yards Bank & Trust
Louisville,
Kentucky
|
US$67萬
|
-US$34.4萬
|
-4,092
|
-34%
|
|
|
1907
|
Three Bridge Wealth Advisors
Los Altos,
California
|
US$67萬
|
-US$8.33萬
|
-990
|
-11%
|
|
|
1908
|
Pointe Capital Management
Grosse Pointe Farms,
Michigan
|
US$66.9萬
|
–
|
–
|
–
|
|
|
1909
|
ARQ Wealth Advisors
Scottsdale,
Arizona
|
US$66.6萬
|
-US$95.4萬
|
-11,340
|
-59%
|
|
|
1910
|
Squire Investment Management Company
Orem,
Utah
|
US$66.6萬
|
+US$65萬
|
+7,728
|
新
|
|
|
1911
|
Daviman Financial
Noblesville,
Indiana
|
US$66.3萬
|
-US$3.37萬
|
-400
|
-5%
|
|
|
1912
|
The Wealth Group
Eden Prairie,
Minnesota
|
US$66.2萬
|
+US$5,638
|
+67
|
+0.9%
|
|
|
1913
|
Tucker Asset Management
Littleton,
Colorado
|
US$65.9萬
|
+US$5.28萬
|
+628
|
+9%
|
|
|
1914
|
Retirement Solution
Redmond,
Washington
|
US$65.9萬
|
+US$84
|
+1
|
+0%
|
|
|
1915
|
Beacon Financial Planning
Hyannis,
Massachusetts
|
US$65.7萬
|
-US$14.2萬
|
-1,689
|
-18%
|
|
|
1916
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
US$65.5萬
|
–
|
–
|
–
|
|
|
1917
|
Cascade Financial Partners
San Diego,
California
|
US$65.5萬
|
-US$5,722
|
-68
|
-0.9%
|
|
|
1918
|
Cladis Investment Advisory
Billings,
Montana
|
US$65.4萬
|
–
|
–
|
–
|
|
|
1919
|
Goepper Burkhardt
Greenville,
South Carolina
|
US$65.3萬
|
-US$35.7萬
|
-4,248
|
-36%
|
|
|
1920
|
Inscription Capital
Houston,
Texas
|
US$65.2萬
|
+US$2.46萬
|
+292
|
+4%
|
|
|
1921
|
Prairie Wealth Advisors
Omaha,
Nebraska
|
US$65.2萬
|
–
|
–
|
–
|
|
|
1922
|
Redwood Investment Management
Scottsdale,
Arizona
|
US$65.1萬
|
+US$1.37萬
|
+163
|
+2%
|
|
|
1923
|
HFG Wealth Management
The Woodlands,
Texas
|
US$65.1萬
|
-US$30.7萬
|
-3,653
|
-33%
|
|
|
1924
|
Hegarty Advisors
Garden City,
New York
|
US$65萬
|
+US$168
|
+2
|
+0%
|
|
|
1925
|
Unique Wealth
Clearwater,
Florida
|
US$65萬
|
+US$12.4萬
|
+1,477
|
+24%
|
|
