|
1951
|
Pension & Wealth Management Advisors
Waltham,
Massachusetts
|
$2.07万
|
–
|
–
|
–
|
|
|
1952
|
LifeSteps Financial
Claremont,
California
|
$2.07万
|
+$1.79万
|
+200
|
新規
|
|
|
1953
|
Montgomery Financial Services
Ocean City,
Maryland
|
$2.05万
|
+$1.77万
|
+198
|
新規
|
|
|
1954
|
Synergy Investment Management
Altamonte Springs,
Florida
|
$2.03万
|
+$1.01万
|
+113
|
+141%
|
|
|
1955
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$2.01万
|
+$6,338
|
+71
|
+58%
|
|
|
1956
|
Raffa Wealth Management
Washington,
District of Columbia
|
$1.94万
|
+$2,589
|
+29
|
+18%
|
|
|
1957
|
Virginia Estate & Retirement Planning Advisors
Glen Allen,
Virginia
|
$1.93万
|
–
|
–
|
–
|
|
|
1958
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$1.81万
|
–
|
–
|
–
|
|
|
1959
|
Washington Trust Advisors
Wellesley,
Massachusetts
|
$1.76万
|
+$1,160
|
+13
|
+8%
|
|
|
1960
|
BOK Financial Private Wealth
Denver,
Colorado
|
$1.74万
|
+$1.5万
|
+168
|
新規
|
|
|
1961
|
Maryland Capital Advisors
Chester,
Maryland
|
$1.63万
|
+$1.41万
|
+158
|
新規
|
|
|
1962
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$1.62万
|
–
|
–
|
–
|
|
|
1963
|
Lodestone Wealth Management
Spokane,
Washington
|
$1.61万
|
–
|
–
|
–
|
|
|
1964
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$1.57万
|
-$4,463
|
-50
|
-25%
|
|
|
1965
|
Burk Holdings
Tulsa,
Oklahoma
|
$1.55万
|
–
|
–
|
–
|
|
|
1966
|
Gunpowder Capital Management
Towson,
Maryland
|
$1.55万
|
–
|
–
|
–
|
|
|
1967
|
MRP Capital Investments
Alpharetta,
Georgia
|
$1.55万
|
+$1.34万
|
+150
|
新規
|
|
|
1968
|
Richardson Financial Services
Medway,
Massachusetts
|
$1.45万
|
-$1,785
|
-20
|
-13%
|
|
|
1969
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$1.45万
|
–
|
–
|
–
|
|
|
1970
|
Evermay Wealth Management
Arlington,
Virginia
|
$1.41万
|
+$1.21万
|
+136
|
新規
|
|
|
1971
|
Chilton Capital Management
Houston,
Texas
|
$1.4万
|
-$2,767
|
-31
|
-19%
|
|
|
1972
|
HFM Investment Advisors
Glassboro,
New Jersey
|
$1.33万
|
+$1,964
|
+22
|
+21%
|
|
|
1973
|
Accordant Advisory Group
Annapolis,
Maryland
|
$1.29万
|
–
|
–
|
–
|
|
|
1974
|
Miller Wealth Advisors
Ridgeway,
Colorado
|
$1.29万
|
–
|
–
|
–
|
|
|
1975
|
Field & Main Bank
Henderson,
Kentucky
|
$1.29万
|
+$1.12万
|
+125
|
新規
|
|
