|
1951
|
Old North State Wealth Management
Wilmington,
North Carolina
|
$21.6万
|
+$21.5万
|
+542
|
新規
|
|
|
1952
|
Tillman Hartley LLC
Denver,
Colorado
|
$21.5万
|
-$7.05万
|
-178
|
-25%
|
|
|
1953
|
State of Wyoming
Cheyenne,
Wyoming
|
$21.5万
|
-$5.26万
|
-133
|
-20%
|
|
|
1954
|
New Covenant Trust Company
Jeffersonville,
Indiana
|
$21.5万
|
+$21.4万
|
+541
|
新規
|
|
|
1955
|
Wealth Watch Advisors
Englewood,
Colorado
|
$21.4万
|
+$21.3万
|
+539
|
新規
|
|
|
1956
|
Motive Wealth Advisors
Birmingham,
Michigan
|
$21.3万
|
+$21.2万
|
+536
|
新規
|
|
|
1957
|
Burney Company
Reston,
Virginia
|
$21.3万
|
+$21.2万
|
+536
|
新規
|
|
|
1958
|
Sachetta
Lynnfield,
Massachusetts
|
$21.1万
|
+$1.31万
|
+33
|
+7%
|
|
|
1959
|
Rossby Financial
Melbourne,
Florida
|
$21.1万
|
-$15.1万
|
-381
|
-42%
|
|
|
1960
|
Sage Rhino Capital
Menlo Park,
California
|
$21.1万
|
+$21万
|
+530
|
新規
|
|
|
1961
|
Barings
Charlotte,
North Carolina
|
$21万
|
+$21万
|
+530
|
新規
|
|
|
1962
|
Redwood Financial Network
Solon,
Ohio
|
$21万
|
+$21万
|
+530
|
新規
|
|
|
1963
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$21万
|
+$20.9万
|
+529
|
新規
|
|
|
1964
|
Martin Capital Advisors
San Antonio,
Texas
|
$20.9万
|
+$20.9万
|
+527
|
新規
|
|
|
1965
|
|
$20.9万
|
+$20.8万
|
+525
|
新規
|
|
|
1966
|
Kanawha Capital Management
Richmond,
Virginia
|
$20.8万
|
+$20.7万
|
+524
|
新規
|
|
|
1967
|
Stonebridge Financial Group (Missouri)
St. Louis,
Missouri
|
$20.8万
|
+$20.7万
|
+523
|
新規
|
|
|
1968
|
Lyell Wealth Management
Menlo Park,
California
|
$20.8万
|
+$20.7万
|
+523
|
新規
|
|
|
1969
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$20.8万
|
+$20.7万
|
+523
|
新規
|
|
|
1970
|
LGT Group Foundation
Vaduz,
Liechtenstein
|
$20.7万
|
+$20.7万
|
+522
|
新規
|
|
|
1971
|
Elevation Wealth Partners
Santa Rosa,
California
|
$20.7万
|
+$3.01万
|
+76
|
+17%
|
|
|
1972
|
Fulcrum Equity Management
Plano,
Texas
|
$20.7万
|
+$20.6万
|
+521
|
新規
|
|
|
1973
|
MidFirst Bank
Oklahoma City,
Oklahoma
|
$20.7万
|
+$1.23万
|
+31
|
+6%
|
|
|
1974
|
Berbice Capital Management
Melville,
New York
|
$20.7万
|
–
|
–
|
–
|
|
|
1975
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$20.7万
|
+$20.6万
|
+520
|
新規
|
|
