|
1926
|
Rockingstone Advisors
Great Barrington,
Massachusetts
|
$26.2万
|
–
|
–
|
–
|
|
|
1927
|
Fiduciary Wealth Partners
Boston,
Massachusetts
|
$26.2万
|
+$720
|
+7
|
+0.3%
|
|
|
1928
|
Sonoma Allocations
Santa Rosa,
California
|
$26.2万
|
–
|
–
|
–
|
|
|
1929
|
Old Peak Finance
Chapel Hill,
North Carolina
|
$26.1万
|
–
|
–
|
–
|
|
|
1930
|
Strategic Blueprint
Atlanta,
Georgia
|
$26.1万
|
+$7,303
|
+71
|
+3%
|
|
|
1931
|
NovaPoint Capital
Atlanta,
Georgia
|
$26万
|
+$25.8万
|
+2,506
|
新規
|
|
|
1932
|
McDonald Partners
Cleveland,
Ohio
|
$26万
|
–
|
–
|
–
|
|
|
1933
|
Brown, Lisle/Cummings
Providence,
Rhode Island
|
$26万
|
–
|
–
|
–
|
|
|
1934
|
Mogy Joel R Investment Counsel
Beverly Hills,
California
|
$26万
|
–
|
–
|
–
|
|
|
1935
|
Churchill Financial Advisors
Louisville,
Kentucky
|
$25.9万
|
+$103
|
+1
|
+0%
|
|
|
1936
|
SharpePoint
Phoenix,
Arizona
|
$25.9万
|
+$3,806
|
+37
|
+2%
|
|
|
1937
|
Keebeck Wealth Management
Chicago,
Illinois
|
$25.9万
|
–
|
–
|
–
|
|
|
1938
|
Cooper/Haims Advisors
Victor,
New York
|
$25.8万
|
-$1,234
|
-12
|
-0.5%
|
|
|
1939
|
Northwest Bancshares
Warren,
Pennsylvania
|
$25.7万
|
–
|
–
|
–
|
|
|
1940
|
Abbot Financial Management
Andover,
Massachusetts
|
$25.7万
|
+$25.4万
|
+2,471
|
新規
|
|
|
1941
|
Opulen Financial Group
Arlington,
Virginia
|
$25.6万
|
+$3,908
|
+38
|
+2%
|
|
|
1942
|
Sachetta
Lynnfield,
Massachusetts
|
$25.5万
|
-$1,234
|
-12
|
-0.5%
|
|
|
1943
|
Moss Adams Wealth Advisors
Seattle,
Washington
|
$25.5万
|
–
|
–
|
–
|
|
|
1944
|
WP Advisors
San Francisco,
California
|
$25.4万
|
-$31万
|
-3,018
|
-55%
|
|
|
1945
|
Advus Financial Partners
Winter Park,
Florida
|
$25.3万
|
+$25.1万
|
+2,439
|
新規
|
|
|
1946
|
Adkins Seale Capital Management
Shreveport,
Louisiana
|
$25.2万
|
–
|
–
|
–
|
|
|
1947
|
Tannin Capital
Charlotte,
North Carolina
|
$25.1万
|
–
|
–
|
–
|
|
|
1948
|
Widmann Financial Services
Bowie,
Maryland
|
$25.1万
|
–
|
–
|
–
|
|
|
1949
|
Brady Martz Wealth Solutions
Grand Forks,
North Dakota
|
$25.1万
|
–
|
–
|
–
|
|
|
1950
|
Canvas Wealth Advisors
Shawnee,
Kansas
|
$25.1万
|
–
|
–
|
–
|
|
