|
1951
|
Chiron Capital Management
Tallahassee,
Florida
|
$29.7万
|
-$3,560
|
-16
|
-1%
|
|
|
1952
|
|
$29.6万
|
+$5.5万
|
+247
|
+22%
|
|
|
1953
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$29.6万
|
-$2.83万
|
-127
|
-9%
|
|
|
1954
|
INVST
Indianapolis,
Indiana
|
$29.5万
|
-$4,227
|
-19
|
-1%
|
|
|
1955
|
Palacios Wealth Management
Ormond Beach,
Florida
|
$29.5万
|
–
|
–
|
–
|
|
|
1956
|
PCG Asset Management
Gladstone,
New Jersey
|
$29.4万
|
-$8,899
|
-40
|
-3%
|
|
|
1957
|
Root Financial Partners
Encinitas,
California
|
$29.4万
|
+$13.3万
|
+598
|
+78%
|
|
|
1958
|
King Wealth Management Group
Naples,
Florida
|
$29.4万
|
+$4,005
|
+18
|
+1%
|
|
|
1959
|
Sunpointe
St. Louis,
Missouri
|
$29.4万
|
+$1,557
|
+7
|
+0.5%
|
|
|
1960
|
NorthStar Asset Management (New Jersey)
Hackettstown,
New Jersey
|
$29.4万
|
+$1.4万
|
+63
|
+5%
|
|
|
1961
|
BIP Wealth
Atlanta,
Georgia
|
$29.4万
|
-$6.81万
|
-306
|
-18%
|
|
|
1962
|
Isthmus Partners
Madison,
Wisconsin
|
$29.4万
|
–
|
–
|
–
|
|
|
1963
|
Kera Capital Partners
San Jose,
California
|
$29.4万
|
+$2.27万
|
+102
|
+8%
|
|
|
1964
|
Mach-1 Financial Group
Rogers,
Arkansas
|
$29.3万
|
-$10.2万
|
-458
|
-25%
|
|
|
1965
|
Fi3 Financial Advisors
Indianapolis,
Indiana
|
$29.3万
|
-$68.5万
|
-3,080
|
-91%
|
|
|
1966
|
SOA Wealth Advisors
New York
|
$29.3万
|
-$6.52万
|
-293
|
-18%
|
|
|
1967
|
ADE LLC
Baltimore,
Maryland
|
$29.2万
|
-$1.11万
|
-50
|
-4%
|
|
|
1968
|
Cambient Family Office
Ada,
Michigan
|
$29.2万
|
+$9,789
|
+44
|
+3%
|
|
|
1969
|
Novem Group
Rochester,
New York
|
$29.1万
|
-$89.9万
|
-4,040
|
-75%
|
|
|
1970
|
Impact Capital Partners
Greenwood Village,
Colorado
|
$29万
|
-$9,567
|
-43
|
-3%
|
|
|
1971
|
Rockport Wealth
Fairview Park,
Ohio
|
$29万
|
+$29.8万
|
+1,338
|
新規
|
|
|
1972
|
Linscomb Wealth
Houston,
Texas
|
$28.9万
|
-$12.8万
|
-577
|
-30%
|
|
|
1973
|
Tudor Financial
Dayton,
Ohio
|
$28.9万
|
–
|
–
|
–
|
|
|
1974
|
Welch & Forbes
Boston,
Massachusetts
|
$28.9万
|
-$3.03万
|
-136
|
-9%
|
|
|
1975
|
Cairn Investment Group
Vancouver,
Washington
|
$28.8万
|
–
|
–
|
–
|
|
