|
1951
|
Alpine Bank Wealth Management
Grand Junction,
Colorado
|
$6.95万
|
+$6.65万
|
+204
|
新規
|
|
|
1952
|
Old Second National Bank of Aurora
Aurora,
Illinois
|
$6.85万
|
–
|
–
|
–
|
|
|
1953
|
Clean Yield Group
Norwich,
Vermont
|
$6.85万
|
+$4,566
|
+14
|
+7%
|
|
|
1954
|
Sachetta
Lynnfield,
Massachusetts
|
$6.82万
|
+$8,480
|
+26
|
+15%
|
|
|
1955
|
Park Place Capital
Homewood,
Alabama
|
$6.81万
|
-$4,240
|
-13
|
-6%
|
|
|
1956
|
Boyd Watterson Asset Management
Cleveland,
Ohio
|
$6.81万
|
–
|
–
|
–
|
|
|
1957
|
Olistico Wealth
Tulsa,
Oklahoma
|
$6.81万
|
–
|
–
|
–
|
|
|
1958
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$6.75万
|
+$2.54万
|
+78
|
+65%
|
|
|
1959
|
Tompkins Financial
Ithaca,
New York
|
$6.44万
|
–
|
–
|
–
|
|
|
1960
|
ESL Trust Services
Rochester,
New York
|
$6.13万
|
–
|
–
|
–
|
|
|
1961
|
Vaquero Private Wealth
Dallas,
Texas
|
$6.1万
|
+$5.84万
|
+179
|
新規
|
|
|
1962
|
Operose Advisors
Milwaukee,
Wisconsin
|
$6.07万
|
+$5.81万
|
+178
|
新規
|
|
|
1963
|
Main Street Group
Glen Allen,
Virginia
|
$6万
|
-$6,850
|
-21
|
-11%
|
|
|
1964
|
Imprint Wealth
Mount Pleasant,
South Carolina
|
$6万
|
–
|
–
|
–
|
|
|
1965
|
TFC Financial Management
Boston,
Massachusetts
|
$5.93万
|
+$1,305
|
+4
|
+2%
|
|
|
1966
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$5.84万
|
-$8,154
|
-25
|
-13%
|
|
|
1967
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$5.8万
|
+$2,936
|
+9
|
+5%
|
|
|
1968
|
Marshall & Sterling Wealth Advisors
Poughkeepsie,
New York
|
$5.76万
|
+$326
|
+1
|
+0.6%
|
|
|
1969
|
Capula Management
Grand Cayman,
Cayman Islands
|
$5.72万
|
+$5.48万
|
+168
|
新規
|
|
|
1970
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$5.7万
|
-$1.11万
|
-34
|
-17%
|
|
|
1971
|
Financial Life Planners
Tempe,
Arizona
|
$5.4万
|
–
|
–
|
–
|
|
|
1972
|
Lodestone Wealth Management
Spokane,
Washington
|
$5.31万
|
-$5,219
|
-16
|
-9%
|
|
|
1973
|
Key Financial Inc
West Chester,
Pennsylvania
|
$5.15万
|
–
|
–
|
–
|
|
|
1974
|
Smallwood Wealth Investment Management
Red Bank,
New Jersey
|
$5.11万
|
–
|
–
|
–
|
|
|
1975
|
City Holding Co
Charleston,
West Virginia
|
$5.11万
|
–
|
–
|
–
|
|
