|
1951
|
Asset Dedication LLC
San Francisco,
California
|
$27.7万
|
+$2.6万
|
+452
|
+10%
|
|
|
1952
|
Brave Asset Management
Summit,
New Jersey
|
$27.7万
|
-$1.95万
|
-340
|
-7%
|
|
|
1953
|
PCG Asset Management
Gladstone,
New Jersey
|
$27.7万
|
–
|
–
|
–
|
|
|
1954
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$27.6万
|
+$1.8万
|
+314
|
+7%
|
|
|
1955
|
Hickory Point Bank & Trust
Decatur,
Illinois
|
$27.6万
|
–
|
–
|
–
|
|
|
1956
|
Fund Advisors of America Inc
Orland,
Florida
|
$27.6万
|
+$6,087
|
+106
|
+2%
|
|
|
1957
|
Twin Lakes Capital Management
Redwood Shores,
California
|
$27.5万
|
+$2,871
|
+50
|
+1%
|
|
|
1958
|
Elmwood Wealth Management
Berkeley,
California
|
$27.5万
|
+$287
|
+5
|
+0.1%
|
|
|
1959
|
Z3 Capital Partners
Richmond,
Virginia
|
$27.5万
|
-$7,178
|
-125
|
-3%
|
|
|
1960
|
ARS Wealth Advisors Group
St. Petersburg,
Florida
|
$27.5万
|
+$27.4万
|
+4,770
|
新規
|
|
|
1961
|
Cascade Investment Group
Colorado Springs,
Colorado
|
$27.5万
|
-$1.15万
|
-200
|
-4%
|
|
|
1962
|
Perennial Investment Advisors
Los Angeles,
California
|
$27.5万
|
-$3.04万
|
-530
|
-10%
|
|
|
1963
|
Genesee Capital Advisors
Auburn,
New York
|
$27.4万
|
+$345
|
+6
|
+0.1%
|
|
|
1964
|
SFMG Wealth Advisors
Plano,
Texas
|
$27.2万
|
+$5,685
|
+99
|
+2%
|
|
|
1965
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$27.2万
|
-$24.5万
|
-4,273
|
-48%
|
|
|
1966
|
Frisch Financial Group
Melville,
New York
|
$27.1万
|
+$1,206
|
+21
|
+0.4%
|
|
|
1967
|
Wedgewood Investors
Erie,
Pennsylvania
|
$27.1万
|
–
|
–
|
–
|
|
|
1968
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$27万
|
+$459
|
+8
|
+0.2%
|
|
|
1969
|
Fi3 Financial Advisors
Indianapolis,
Indiana
|
$27万
|
-$60.6万
|
-10,556
|
-72%
|
|
|
1970
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$26.9万
|
-$3,330
|
-58
|
-1%
|
|
|
1971
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$26.8万
|
+$4,077
|
+71
|
+2%
|
|
|
1972
|
LRI Investments
Palm Beach Gardens,
Florida
|
$26.8万
|
-$4.92万
|
-857
|
-16%
|
|
|
1973
|
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
$26.8万
|
+$7.36万
|
+1,282
|
+38%
|
|
|
1974
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$26.7万
|
-$4.36万
|
-759
|
-14%
|
|
|
1975
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$26.5万
|
+$5.45万
|
+949
|
+26%
|
|
