|
1926
|
Burney Company
Reston,
Virginia
|
$36.8万
|
+$4,775
|
+3
|
+2%
|
|
|
1927
|
Tranquility Partners
Brentwood,
Tennessee
|
$36.8万
|
+$29.4万
|
+185
|
新規
|
|
|
1928
|
Elevation Advisory Partners
Orlando,
Florida
|
$36.7万
|
-$22.1万
|
-139
|
-40%
|
|
|
1929
|
Paulson Wealth Management
Wheaton,
Illinois
|
$36.6万
|
–
|
–
|
–
|
|
|
1930
|
Wall Street Financial Group
Carlinville,
Illinois
|
$36.6万
|
-$2.55万
|
-16
|
-8%
|
|
|
1931
|
Vanguard National Trust
Malvern,
Pennsylvania
|
$36.4万
|
+$19.1万
|
+120
|
+190%
|
|
|
1932
|
Avail Investment Partners
Lemont,
Pennsylvania
|
$36.4万
|
+$29.1万
|
+183
|
新規
|
|
|
1933
|
One Wealth Capital Management
Scottsdale,
Arizona
|
$36.4万
|
+$29.1万
|
+183
|
新規
|
|
|
1934
|
Mandatum Life Insurance Company
Helsinki,
Finland
|
$36万
|
–
|
–
|
–
|
|
|
1935
|
NBT Bank
Norwich,
New York
|
$36万
|
–
|
–
|
–
|
|
|
1936
|
Palladiem
Bryn Mawr,
Pennsylvania
|
$35.8万
|
+$1.27万
|
+8
|
+5%
|
|
|
1937
|
Black Diamond Financial
Towson,
Maryland
|
$35.8万
|
-$2.71万
|
-17
|
-9%
|
|
|
1938
|
Philadelphia Trust Company
Philadelphia,
Pennsylvania
|
$35.8万
|
–
|
–
|
–
|
|
|
1939
|
Hunter Associates Investment Management
Pittsburgh,
Pennsylvania
|
$35.8万
|
+$1.75万
|
+11
|
+6%
|
|
|
1940
|
Greenline Wealth Management
Boca Raton,
Florida
|
$35.8万
|
+$28.7万
|
+180
|
新規
|
|
|
1941
|
Copley Financial Group
San Diego,
California
|
$35.6万
|
-$17.7万
|
-111
|
-38%
|
|
|
1942
|
Douglas Lane & Associates
New York
|
$35.6万
|
+$28.5万
|
+179
|
新規
|
|
|
1943
|
Spectrum Investment Advisors
Mequon,
Wisconsin
|
$35.6万
|
+$28.5万
|
+179
|
新規
|
|
|
1944
|
Great Lakes Advisors
Chicago,
Illinois
|
$35.4万
|
-$3,183
|
-2
|
-1%
|
|
|
1945
|
Stablepoint Partners
Braintree,
Massachusetts
|
$35.4万
|
-$8.91万
|
-56
|
-24%
|
|
|
1946
|
Schubert & Co
Mckinney,
Texas
|
$35.4万
|
+$3,183
|
+2
|
+1%
|
|
|
1947
|
WorthPointe
La Jolla,
California
|
$35万
|
+$2.23万
|
+14
|
+9%
|
|
|
1948
|
Sugar Maple Asset Management
Sister Bay,
Wisconsin
|
$34.8万
|
–
|
–
|
–
|
|
|
1949
|
MCF Advisors
Covington,
Kentucky
|
$34.8万
|
+$2.55万
|
+16
|
+10%
|
|
|
1950
|
Calton & Associates
Tampa,
Florida
|
$34.6万
|
-$26.4万
|
-166
|
-49%
|
|
