|
1951
|
Country Trust Bank
Bloomington,
Illinois
|
$9,168
|
–
|
–
|
–
|
|
|
1952
|
Security National Bank
Omaha,
Nebraska
|
$9,168
|
–
|
–
|
–
|
|
|
1953
|
MASECO Private Wealth
London,
|
$9,164
|
-$1.37万
|
-157
|
-61%
|
|
|
1954
|
Principia Wealth Advisory
Dallas,
Texas
|
$9,076
|
+$3,675
|
+42
|
+74%
|
|
|
1955
|
Fourth Dimension Wealth
Middleburg Heights,
Ohio
|
$8,160
|
+$7,787
|
+89
|
新規
|
|
|
1956
|
Basepoint Wealth
Cedar Rapids,
Iowa
|
$7,916
|
–
|
–
|
–
|
|
|
1957
|
Richardson Financial Services
Medway,
Massachusetts
|
$7,793
|
–
|
–
|
–
|
|
|
1958
|
Longfellow Investment Management
Boston,
Massachusetts
|
$7,151
|
–
|
–
|
–
|
|
|
1959
|
MJT & Associates Financial Advisory
Monteviceo,
Minnesota
|
$7,060
|
+$6,737
|
+77
|
新規
|
|
|
1960
|
FWL Investment Management
Dallas,
Texas
|
$7,059
|
+$6,737
|
+77
|
新規
|
|
|
1961
|
Abound Wealth Management
Franklin,
Tennessee
|
$6,947
|
-$2.05万
|
-234
|
-75%
|
|
|
1962
|
Whipplewood Advisors
Littleton,
Colorado
|
$6,784
|
-$1.43万
|
-164
|
-69%
|
|
|
1963
|
Nalls Sherbakoff Group
Knoxville,
Tennessee
|
$6,601
|
–
|
–
|
–
|
|
|
1964
|
Penserra Capital Management
Orinda,
California
|
$6,000
|
–
|
–
|
–
|
|
|
1965
|
Wolff Wiese Magana
Carslbad,
California
|
$5,960
|
–
|
–
|
–
|
|
|
1966
|
Burk Holdings
Tulsa,
Oklahoma
|
$5,868
|
-$1.01万
|
-116
|
-64%
|
|
|
1967
|
Legacy Bridge
West Des Moines,
Iowa
|
$5,868
|
–
|
–
|
–
|
|
|
1968
|
Synergy Investment Management
Altamonte Springs,
Florida
|
$5,854
|
+$1,487
|
+17
|
+37%
|
|
|
1969
|
Buck Wealth Strategies
Denver,
Colorado
|
$5,684
|
+$5,425
|
+62
|
新規
|
|
|
1970
|
Ankerstar Wealth
Leander,
Texas
|
$5,134
|
–
|
–
|
–
|
|
|
1971
|
Napier Financial
Braintree,
Massachusetts
|
$5,134
|
–
|
–
|
–
|
|
|
1972
|
Truvestments Capital
Sarasota,
Florida
|
$5,042
|
–
|
–
|
–
|
|
|
1973
|
LifeSteps Financial
Claremont,
California
|
$5,042
|
+$4,812
|
+55
|
新規
|
|
|
1974
|
CBIZ Investment Advisory Services
Independence,
Ohio
|
$5,029
|
–
|
–
|
–
|
|
|
1975
|
Altshuler Shaham
Tel Aviv,
Israel
|
$4,584
|
+$437
|
+5
|
+11%
|
|
