|
1951
|
Toews Corporation
Northfield,
New Jersey
|
$4.07万
|
+$3.88万
|
+203
|
新規
|
|
|
1952
|
WealthCollab
Bellevue,
Washington
|
$4.01万
|
–
|
–
|
–
|
|
|
1953
|
Financial Network Wealth Advisors
Murray,
Utah
|
$3.99万
|
+$765
|
+4
|
+2%
|
|
|
1954
|
Dogwood Wealth Management
Lenexa,
Kansas
|
$3.91万
|
-$1,148
|
-6
|
-3%
|
|
|
1955
|
Caitlin John
Brighton,
Michigan
|
$3.84万
|
–
|
–
|
–
|
|
|
1956
|
Silicon Valley Capital Partners
San Jose,
California
|
$3.83万
|
+$191
|
+1
|
+0.5%
|
|
|
1957
|
Valued Wealth Advisors
Holladay,
Utah
|
$3.8万
|
+$765
|
+4
|
+2%
|
|
|
1958
|
GoalVest Advisory
New York
|
$3.79万
|
+$7,460
|
+39
|
+26%
|
|
|
1959
|
Physician Wealth Advisors
Midvale,
Utah
|
$3.65万
|
-$3.25万
|
-170
|
-48%
|
|
|
1960
|
Kemnay Advisory Services
New York
|
$3.59万
|
+$383
|
+2
|
+1%
|
|
|
1961
|
Albion Financial Group
Salt Lake City,
Utah
|
$3.53万
|
-$9,182
|
-48
|
-21%
|
|
|
1962
|
Advantage Trust Company
Salina,
Kansas
|
$3.51万
|
+$3.35万
|
+175
|
新規
|
|
|
1963
|
High Note Wealth
Deephaven,
Minnesota
|
$3.49万
|
+$1.32万
|
+69
|
+66%
|
|
|
1964
|
Nova Wealth Management
Bonita Springs,
Florida
|
$3.39万
|
–
|
–
|
–
|
|
|
1965
|
Kilter Group
Rhinebeck,
New York
|
$3.27万
|
-$1,339
|
-7
|
-4%
|
|
|
1966
|
Washington Trust Advisors
Wellesley,
Massachusetts
|
$3.27万
|
+$3,826
|
+20
|
+14%
|
|
|
1967
|
Covestor
London,
United Kingdom
|
$3.2万
|
+$383
|
+2
|
+1%
|
|
|
1968
|
EFG International
Zurich,
|
$3.17万
|
+$1.47万
|
+77
|
+95%
|
|
|
1969
|
Atlantic Edge Private Wealth Management
Jacksonville,
Florida
|
$3.11万
|
–
|
–
|
–
|
|
|
1970
|
Crewe Advisors
Salt Lake City,
Utah
|
$3.11万
|
+$2.64万
|
+138
|
+812%
|
|
|
1971
|
Joseph Group Capital Management
Columbus,
Ohio
|
$3.09万
|
+$1,722
|
+9
|
+6%
|
|
|
1972
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$3.07万
|
-$12.7万
|
-663
|
-81%
|
|
|
1973
|
ORG Wealth Partners
Dallas,
Texas
|
$3.07万
|
–
|
–
|
–
|
|
|
1974
|
Pension & Wealth Management Advisors
Waltham,
Massachusetts
|
$3.06万
|
+$2.91万
|
+152
|
新規
|
|
|
1975
|
Concord Wealth Partners
Abingdon,
Virginia
|
$3.05万
|
+$2.91万
|
+152
|
新規
|
|
