|
1951
|
One Capital Management
Westlake Village,
California
|
$36.9万
|
–
|
–
|
–
|
|
|
1952
|
Freestate Advisors
Overland Park,
Kansas
|
$36.8万
|
+$1,158
|
+2
|
+0.3%
|
|
|
1953
|
Abel Hall LLC
Baton Rouge,
Louisiana
|
$36.7万
|
+$1.51万
|
+26
|
+5%
|
|
|
1954
|
Dorato Capital Management
Denver,
Colorado
|
$36.7万
|
–
|
–
|
–
|
|
|
1955
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$36.7万
|
+$2,317
|
+4
|
+0.7%
|
|
|
1956
|
Enclave Advisors
Austin,
Texas
|
$36.6万
|
–
|
–
|
–
|
|
|
1957
|
Silvia McColl Wealth Management
San Diego,
California
|
$36.6万
|
–
|
–
|
–
|
|
|
1958
|
First Growth Capital
Pikesville,
Maryland
|
$36.6万
|
-$9,268
|
-16
|
-3%
|
|
|
1959
|
Five Oceans Advisors
Santa Monica,
California
|
$36.5万
|
+$579
|
+1
|
+0.2%
|
|
|
1960
|
Cedrus Wealth Group LLC
Andover,
Minnesota
|
$36.5万
|
+$2.03万
|
+35
|
+6%
|
|
|
1961
|
Red Door Wealth Management
Memphis,
Tennessee
|
$36.5万
|
+$9,268
|
+16
|
+3%
|
|
|
1962
|
Intellus Advisors
Naples,
Florida
|
$36.5万
|
+$3.94万
|
+68
|
+13%
|
|
|
1963
|
Vance Wealth
Santa Clarita,
California
|
$36.5万
|
-$2.9万
|
-50
|
-8%
|
|
|
1964
|
Alan B. Lancz & Associates
Toledo,
Ohio
|
$36.5万
|
–
|
–
|
–
|
|
|
1965
|
Eurizon SLJ Capital
London,
|
$36.5万
|
–
|
–
|
–
|
|
|
1966
|
JB Capital
Wethersfield,
Connecticut
|
$36.3万
|
+$579
|
+1
|
+0.2%
|
|
|
1967
|
New Republic Capital
Charlotte,
North Carolina
|
$36.2万
|
+$4.46万
|
+77
|
+16%
|
|
|
1968
|
ARS Wealth Advisors Group
St. Petersburg,
Florida
|
$35.9万
|
-$2.14万
|
-37
|
-6%
|
|
|
1969
|
Cambridge Advisors
Omaha,
Nebraska
|
$35.9万
|
–
|
–
|
–
|
|
|
1970
|
Souders Financial Advisors
Cincinnati,
Ohio
|
$35.9万
|
+$9.8万
|
+169
|
+43%
|
|
|
1971
|
ODDO BHF Asset Management
Paris,
France
|
$35.8万
|
-$32.1万
|
-555
|
-50%
|
|
|
1972
|
Norway Savings Bank
Portland,
Maine
|
$35.8万
|
-$1.16万
|
-20
|
-3%
|
|
|
1973
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$35.8万
|
–
|
–
|
–
|
|
|
1974
|
WNY Asset Management
Williamsville,
New York
|
$35.8万
|
+$2,896
|
+5
|
+0.9%
|
|
|
1975
|
Ariston Services Group
San Diego,
California
|
$35.8万
|
+$32.7万
|
+565
|
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