|
1951
|
ORG Wealth Partners
Dallas,
Texas
|
$2.9万
|
–
|
–
|
–
|
|
|
1952
|
Field & Main Bank
Henderson,
Kentucky
|
$2.86万
|
-$9,078
|
-50
|
-25%
|
|
|
1953
|
Chilton Capital Management
Houston,
Texas
|
$2.82万
|
-$6,355
|
-35
|
-19%
|
|
|
1954
|
Summit Securities Group
New York
|
$2.78万
|
+$7,807
|
+43
|
+42%
|
|
|
1955
|
WPG Advisers
Baltimore,
Maryland
|
$2.74万
|
-$4.5万
|
-248
|
-63%
|
|
|
1956
|
Raffa Wealth Management
Washington,
District of Columbia
|
$2.74万
|
–
|
–
|
–
|
|
|
1957
|
PlanVest Financial
Gaithersburg,
Maryland
|
$2.74万
|
-$1.16万
|
-64
|
-31%
|
|
|
1958
|
Teachers Insurance & Annuity Association of America
New York
|
$2.67万
|
–
|
–
|
–
|
|
|
1959
|
Thompson Investment Management
Madison,
Wisconsin
|
$2.64万
|
–
|
–
|
–
|
|
|
1960
|
Main Street Group
Glen Allen,
Virginia
|
$2.51万
|
–
|
–
|
–
|
|
|
1961
|
Clal Insurance
Tel-Aviv,
Israel
|
$2.5万
|
+$2,360
|
+13
|
+11%
|
|
|
1962
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$2.5万
|
+$1.47万
|
+81
|
+162%
|
|
|
1963
|
Essential Investment Partners
Englewood,
Colorado
|
$2.48万
|
–
|
–
|
–
|
|
|
1964
|
Osbon Capital Management
Boston,
Massachusetts
|
$2.46万
|
-$1.54万
|
-85
|
-40%
|
|
|
1965
|
Tower Trust & Investment Company
Davenport,
Iowa
|
$2.44万
|
-$1.69万
|
-93
|
-42%
|
|
|
1966
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$2.41万
|
–
|
–
|
–
|
|
|
1967
|
Meeder Asset Management
Dublin,
Ohio
|
$2.4万
|
-$3.32万
|
-183
|
-59%
|
|
|
1968
|
Creative Financial Designs
Kokomo,
Indiana
|
$2.34万
|
-$1.6万
|
-88
|
-42%
|
|
|
1969
|
Bare Financial Services
Gap,
Pennsylvania
|
$2.34万
|
+$1.22万
|
+67
|
+120%
|
|
|
1970
|
Frazier Financial Advisors
Columbus,
Ohio
|
$2.3万
|
-$1.42万
|
-78
|
-39%
|
|
|
1971
|
Provenance Wealth Advisors
Fort Lauderdale,
Florida
|
$2.23万
|
+$3,813
|
+21
|
+22%
|
|
|
1972
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$2.23万
|
–
|
–
|
–
|
|
|
1973
|
McDonald Partners
Cleveland,
Ohio
|
$2.15万
|
+$2.05万
|
+113
|
新規
|
|
|
1974
|
Elevated Capital Advisors
Sandy,
Utah
|
$2.14万
|
–
|
–
|
–
|
|
|
1975
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$2.08万
|
-$4,721
|
-26
|
-19%
|
|
