|
1951
|
Burk Holdings
Tulsa,
Oklahoma
|
$3,895
|
–
|
–
|
–
|
|
|
1952
|
Torren Management
San Diego,
California
|
$3,895
|
–
|
–
|
–
|
|
|
1953
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$3,690
|
–
|
–
|
–
|
|
|
1954
|
1 North Wealth Services
Annapolis,
Maryland
|
$3,485
|
–
|
–
|
–
|
|
|
1955
|
Gold Investment Management
Edmonton,
Alberta, Canada
|
$3,485
|
–
|
–
|
–
|
|
|
1956
|
Signature Resources Capital Management
Newport Beach,
California
|
$3,485
|
–
|
–
|
–
|
|
|
1957
|
Align Financial
Hermantown,
Minnesota
|
$3,075
|
–
|
–
|
–
|
|
|
1958
|
Fortitude Family Office
Scottsdale,
Arizona
|
$2,870
|
-$4,501
|
-19
|
-58%
|
|
|
1959
|
DB Fitzpatrick & Co
Boise,
Idaho
|
$2,870
|
+$3,317
|
+14
|
新規
|
|
|
1960
|
TFC Financial Management
Boston,
Massachusetts
|
$2,666
|
-$237
|
-1
|
-7%
|
|
|
1961
|
Barnes Dennig Private Wealth Management
Cincinnati,
Ohio
|
$2,665
|
-$4.45万
|
-188
|
-94%
|
|
|
1962
|
Creative Capital Management Investments
San Diego,
California
|
$2,665
|
-$948
|
-4
|
-24%
|
|
|
1963
|
Owl Creek Wealth Partners
Denver,
Colorado
|
$2,256
|
-$1.87万
|
-79
|
-88%
|
|
|
1964
|
Matthew Hamilton Rosenberg
|
$2,255
|
–
|
–
|
–
|
|
|
1965
|
Buck Wealth Strategies
Denver,
Colorado
|
$2,255
|
+$2,606
|
+11
|
新規
|
|
|
1966
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$2,050
|
-$1,895
|
-8
|
-44%
|
|
|
1967
|
McCarley & Cook Financial Planners
Cincinnati,
Ohio
|
$2,050
|
–
|
–
|
–
|
|
|
1968
|
William B. Walkup & Associates
Columbia,
South Carolina
|
$2,050
|
+$2,369
|
+10
|
新規
|
|
|
1969
|
Atwood & Palmer
Kansas City,
Missouri
|
$1,846
|
-$2.72万
|
-115
|
-93%
|
|
|
1970
|
Napier Financial
Braintree,
Massachusetts
|
$1,845
|
-$948
|
-4
|
-31%
|
|
|
1971
|
Imprint Wealth
Mount Pleasant,
South Carolina
|
$1,845
|
–
|
–
|
–
|
|
|
1972
|
Valued Wealth Advisors
Holladay,
Utah
|
$1,641
|
-$4,027
|
-17
|
-68%
|
|
|
1973
|
Davis Capital Management
Jacksonville,
Florida
|
$1,640
|
+$1,658
|
+7
|
+700%
|
|
|
1974
|
Rialto Wealth Management
Syracuse,
New York
|
$1,436
|
-$1.54万
|
-65
|
-90%
|
|
|
1975
|
HFM Investment Advisors
Glassboro,
New Jersey
|
$1,436
|
-$5,922
|
-25
|
-78%
|
|
