|
1901
|
Novare Capital Management
Charlotte,
North Carolina
|
US$44.7萬
|
-US$26萬
|
-3,234
|
-37%
|
|
|
1902
|
Fruth Investment Management
Houston,
Texas
|
US$44.7萬
|
–
|
–
|
–
|
|
|
1903
|
Planned Solutions
Folsom,
California
|
US$44.7萬
|
+US$13.9萬
|
+1,733
|
+47%
|
|
|
1904
|
Arcataur Capital Management
Milwaukee,
Wisconsin
|
US$44.7萬
|
–
|
–
|
–
|
|
|
1905
|
Horst & Graben Wealth Management
Portland,
Oregon
|
US$44.7萬
|
-US$1.43萬
|
-178
|
-3%
|
|
|
1906
|
Detalus Advisors
St. Louis,
Missouri
|
US$44.6萬
|
–
|
–
|
–
|
|
|
1907
|
Richard W. Paul & Associates
Novi,
Michigan
|
US$44.6萬
|
-US$7,474
|
-93
|
-2%
|
|
|
1908
|
Atlas Legacy Advisors
Los Angeles,
California
|
US$44.5萬
|
+US$10.4萬
|
+1,298
|
+32%
|
|
|
1909
|
First Citizens Financial Corp
Mason City,
Iowa
|
US$44.5萬
|
-US$2.92萬
|
-363
|
-6%
|
|
|
1910
|
Ignite Planners
San Clemente,
California
|
US$44.5萬
|
+US$3.57萬
|
+444
|
+9%
|
|
|
1911
|
Roberts Wealth Advisors
Palo Alto,
California
|
US$44.4萬
|
–
|
–
|
–
|
|
|
1912
|
Maripau Wealth Management
Fort Wayne,
Indiana
|
US$44.4萬
|
+US$1.29萬
|
+161
|
+3%
|
|
|
1913
|
Cascade Financial Partners
San Diego,
California
|
US$44.4萬
|
-US$2.31萬
|
-288
|
-5%
|
|
|
1914
|
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
|
US$44.2萬
|
+US$40.3萬
|
+5,015
|
新
|
|
|
1915
|
Gradient Capital Advisors
San Diego,
California
|
US$44.1萬
|
-US$5.57萬
|
-693
|
-11%
|
|
|
1916
|
Encompass More Asset Management
Danville,
California
|
US$44.1萬
|
-US$2,089
|
-26
|
-0.5%
|
|
|
1917
|
GK Wealth Management
Reno,
Nevada
|
US$44萬
|
+US$42.8萬
|
+5,323
|
新
|
|
|
1918
|
Leonard Rickey Investment Advisors
Yakima,
Washington
|
US$43.9萬
|
-US$3.59萬
|
-447
|
-8%
|
|
|
1919
|
Optivise Advisory Services
Franklin,
Tennessee
|
US$43.9萬
|
+US$4.64萬
|
+577
|
+12%
|
|
|
1920
|
Brown Financial Advisors
Milford,
Ohio
|
US$43.7萬
|
+US$7,876
|
+98
|
+2%
|
|
|
1921
|
OneAscent Wealth Management
Birmingham,
Alabama
|
US$43.6萬
|
-US$16.2萬
|
-2,020
|
-28%
|
|
|
1922
|
Marino Stram & Associates
Braintree,
Massachusetts
|
US$43.5萬
|
+US$4,420
|
+55
|
+1%
|
|
|
1923
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
US$43.5萬
|
+US$14.9萬
|
+1,848
|
+57%
|
|
|
1924
|
Diversified Management
Milwaukee,
Wisconsin
|
US$43.4萬
|
-US$101萬
|
-12,521
|
-70%
|
|
|
1925
|
Fox Run Management
Greenwich,
Connecticut
|
US$43.3萬
|
-US$92.3萬
|
-11,485
|
-69%
|
|
