|
1901
|
Means Investment Company
Bangor,
Maine
|
US$26.2萬
|
+US$222
|
+1
|
+0.1%
|
|
|
1902
|
Golden State Wealth Management
Santa Ana,
California
|
US$26.2萬
|
+US$1.49萬
|
+67
|
+6%
|
|
|
1903
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
US$26.1萬
|
+US$1.38萬
|
+62
|
+6%
|
|
|
1904
|
First Interstate Bank
Billings,
Montana
|
US$26.1萬
|
-US$5.45萬
|
-245
|
-17%
|
|
|
1905
|
Everhart Financial Group
Dublin,
Ohio
|
US$26.1萬
|
-US$4,448
|
-20
|
-2%
|
|
|
1906
|
1776 Wealth
Atlanta,
Georgia
|
US$26萬
|
+US$222
|
+1
|
+0.1%
|
|
|
1907
|
Crewe Advisors
Salt Lake City,
Utah
|
US$26萬
|
-US$2.11萬
|
-95
|
-8%
|
|
|
1908
|
Ruggiero Investments
West Palm Beach,
Florida
|
US$26萬
|
+US$25.9萬
|
+1,165
|
新
|
|
|
1909
|
PGIM Custom Harvest
Newark,
New Jersey
|
US$25.9萬
|
-US$1.29萬
|
-58
|
-5%
|
|
|
1910
|
Montag & Associates
Atlanta,
Georgia
|
US$25.9萬
|
+US$5.38萬
|
+242
|
+26%
|
|
|
1911
|
Manske Wealth Management
Houston,
Texas
|
US$25.8萬
|
+US$25.7萬
|
+1,157
|
新
|
|
|
1912
|
Peak Retirement Planning
Columbus,
Ohio
|
US$25.7萬
|
+US$25.7萬
|
+1,155
|
新
|
|
|
1913
|
Capital International Sarl
Los Angeles,
California
|
US$25.7萬
|
-US$2.51萬
|
-113
|
-9%
|
|
|
1914
|
Wendell David Associates
Portsmouth,
New Hampshire
|
US$25.7萬
|
–
|
–
|
–
|
|
|
1915
|
Clearwave Capital
Upland,
California
|
US$25.6萬
|
+US$25.6萬
|
+1,149
|
新
|
|
|
1916
|
Henson-Edgewater Management
Avon,
Ohio
|
US$25.5萬
|
-US$4.45萬
|
-200
|
-15%
|
|
|
1917
|
Argus Investors Counsel
New York
|
US$25.4萬
|
–
|
–
|
–
|
|
|
1918
|
E-Wealth Partners
Minnetonka,
Minnesota
|
US$25.4萬
|
-US$1.16萬
|
-52
|
-4%
|
|
|
1919
|
OmniStar Financial Group
Wilmington,
North Carolina
|
US$25.4萬
|
-US$8,007
|
-36
|
-3%
|
|
|
1920
|
LVW Advisors
Pittsford,
New York
|
US$25.4萬
|
+US$4.07萬
|
+183
|
+19%
|
|
|
1921
|
Shikiar Asset Management
New York
|
US$25.3萬
|
-US$3.56萬
|
-160
|
-12%
|
|
|
1922
|
Grimes & Company
Westborough,
Massachusetts
|
US$25.3萬
|
+US$9,119
|
+41
|
+4%
|
|
|
1923
|
Bluebird Wealth Management
Medfield,
Massachusetts
|
US$25.3萬
|
–
|
–
|
–
|
|
|
1924
|
New Covenant Trust Company
Jeffersonville,
Indiana
|
US$25.2萬
|
+US$1.73萬
|
+78
|
+7%
|
|
|
1925
|
Eastover Investment Advisors
Charlotte,
North Carolina
|
US$25.1萬
|
+US$4.43萬
|
+199
|
+22%
|
|
