|
1926
|
Baldwin Investment Management
West Conshohocken,
Pennsylvania
|
$185万
|
+$27万
|
+2,586
|
+20%
|
|
|
1927
|
Thrive Wealth Management
Audubon,
Pennsylvania
|
$185万
|
-$8.95万
|
-856
|
-5%
|
|
|
1928
|
Axiom Investment Management
New York
|
$185万
|
-$8.54万
|
-817
|
-5%
|
|
|
1929
|
Game Plan Financial Advisors
Westlake,
Ohio
|
$185万
|
-$16.9万
|
-1,614
|
-9%
|
|
|
1930
|
Washington Capital Management
Seattle,
Washington
|
$185万
|
-$17.4万
|
-1,660
|
-10%
|
|
|
1931
|
Neville Rodie & Shaw
New York
|
$185万
|
–
|
–
|
–
|
|
|
1932
|
Silver Oak Securities
Jackson,
Tennessee
|
$185万
|
+$11.2万
|
+1,068
|
+7%
|
|
|
1933
|
FOCUS Wealth Advisors
Houston,
Texas
|
$184万
|
+$163万
|
+15,626
|
新規
|
|
|
1934
|
Garrison Point Advisors
Walnut Creek,
California
|
$183万
|
-$4.71万
|
-450
|
-3%
|
|
|
1935
|
Roehl & Yi Investment Advisors
Eugene,
Oregon
|
$183万
|
-$31.5万
|
-3,013
|
-16%
|
|
|
1936
|
Richmond Brothers
Jackson,
Michigan
|
$183万
|
+$163万
|
+15,599
|
新規
|
|
|
1937
|
Tudor Financial
Dayton,
Ohio
|
$183万
|
-$27.2万
|
-2,605
|
-14%
|
|
|
1938
|
Great Diamond Partners
Portland,
Maine
|
$183万
|
-$5,020
|
-48
|
-0.3%
|
|
|
1939
|
Apriem Advisors
Irvine,
California
|
$183万
|
+$8,575
|
+82
|
+0.5%
|
|
|
1940
|
Alta Advisers
London,
United Kingdom
|
$183万
|
–
|
–
|
–
|
|
|
1941
|
Aries Wealth Management
Portland,
Maine
|
$183万
|
–
|
–
|
–
|
|
|
1942
|
|
$183万
|
-$20.4万
|
-1,950
|
-11%
|
|
|
1943
|
Resurgent Financial Advisors
Atlanta,
Georgia
|
$183万
|
+$22万
|
+2,100
|
+16%
|
|
|
1944
|
Insight Wealth Partners
Plano,
Texas
|
$183万
|
-$3.14万
|
-300
|
-2%
|
|
|
1945
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$182万
|
+$6.58万
|
+629
|
+4%
|
|
|
1946
|
Cypress Advisory Group
Scottsdale,
Arizona
|
$181万
|
-$116万
|
-11,130
|
-42%
|
|
|
1947
|
Capital Group Private Client Services
Los Angeles,
California
|
$181万
|
+$161万
|
+15,432
|
新規
|
|
|
1948
|
Rexford Capital
Bellaire,
Texas
|
$181万
|
+$2,301
|
+22
|
+0.1%
|
|
|
1949
|
Sunflower Bank
Dallas,
Texas
|
$181万
|
-$3,137
|
-30
|
-0.2%
|
|
|
1950
|
Keudell/Morrison Wealth Management
Salem,
Oregon
|
$181万
|
+$418
|
+4
|
+0%
|
|
