|
1926
|
TrustBank
Olney,
Illinois
|
$8.69万
|
–
|
–
|
–
|
|
|
1927
|
Fedenia Advisers
Madison,
Wisconsin
|
$8.62万
|
+$8.25万
|
+253
|
新規
|
|
|
1928
|
Palladiem
Bryn Mawr,
Pennsylvania
|
$8.57万
|
–
|
–
|
–
|
|
|
1929
|
Regatta Research & Money Management
Metairie,
Louisiana
|
$8.46万
|
+$8.15万
|
+250
|
新規
|
|
|
1930
|
Crews Bank & Trust
Wauchula,
Florida
|
$8.45万
|
-$1.63万
|
-50
|
-17%
|
|
|
1931
|
Hilltop National Bank
Casper,
Wyoming
|
$8.35万
|
-$3.03万
|
-93
|
-28%
|
|
|
1932
|
SHP Wealth Management
Plymouth,
Massachusetts
|
$8.31万
|
+$2.74万
|
+84
|
+53%
|
|
|
1933
|
Oakmont Corp
Los Angeles,
California
|
$8.18万
|
–
|
–
|
–
|
|
|
1934
|
Elevation Wealth Partners
Santa Rosa,
California
|
$8.14万
|
+$2.32万
|
+71
|
+42%
|
|
|
1935
|
Purpose Unlimited Inc
Toronto,
|
$7.97万
|
–
|
–
|
–
|
|
|
1936
|
Caldwell Trust
Venice,
Florida
|
$7.94万
|
+$1.27万
|
+39
|
+20%
|
|
|
1937
|
Commonwealth Retirement Investments
Richmond,
Virginia
|
$7.94万
|
+$7.6万
|
+233
|
新規
|
|
|
1938
|
Pension & Wealth Management Advisors
Waltham,
Massachusetts
|
$7.91万
|
–
|
–
|
–
|
|
|
1939
|
Albion Financial Group
Salt Lake City,
Utah
|
$7.91万
|
+$2.22万
|
+68
|
+41%
|
|
|
1940
|
Synergy Investment Management
Altamonte Springs,
Florida
|
$7.89万
|
+$6.1万
|
+187
|
+584%
|
|
|
1941
|
Activest Wealth Management
Aventure,
Florida
|
$7.84万
|
-$5.25万
|
-161
|
-41%
|
|
|
1942
|
Front Row Advisors
Tiburon,
California
|
$7.64万
|
–
|
–
|
–
|
|
|
1943
|
Truvestments Capital
Sarasota,
Florida
|
$7.42万
|
+$1.53万
|
+47
|
+27%
|
|
|
1944
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$7.26万
|
-$1.57万
|
-48
|
-18%
|
|
|
1945
|
Rossby Financial
Melbourne,
Florida
|
$7.22万
|
-$10.6万
|
-326
|
-61%
|
|
|
1946
|
JPL Wealth Management
Highlands Ranch,
Colorado
|
$7.19万
|
+$5,219
|
+16
|
+8%
|
|
|
1947
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$7.14万
|
+$8,807
|
+27
|
+15%
|
|
|
1948
|
Bogart Wealth LLC
Mclean,
Virginia
|
$7.09万
|
+$1.4万
|
+43
|
+26%
|
|
|
1949
|
|
$7.03万
|
+$326
|
+1
|
+0.5%
|
|
|
1950
|
Spectrum Wealth Advisory Group
Granite Bay,
California
|
$7.02万
|
+$6.72万
|
+206
|
新規
|
|
