|
1951
|
Lafayette Investments
Ashton,
Maryland
|
$25万
|
–
|
–
|
–
|
|
|
1952
|
Omnia Family Wealth
Aventura,
Florida
|
$25万
|
-$4.19万
|
-407
|
-14%
|
|
|
1953
|
Allodium Investment Consultants
Minneapolis,
Minnesota
|
$25万
|
–
|
–
|
–
|
|
|
1954
|
CRA Financial Services
Northfield,
New Jersey
|
$24.9万
|
+$8,023
|
+78
|
+3%
|
|
|
1955
|
Red Lighthouse Investment Management
New York
|
$24.9万
|
–
|
–
|
–
|
|
|
1956
|
INVST
Indianapolis,
Indiana
|
$24.9万
|
–
|
–
|
–
|
|
|
1957
|
William Mack & Associates
Troy,
Michigan
|
$24.8万
|
+$206
|
+2
|
+0.1%
|
|
|
1958
|
TritonPoint Wealth
Chevy Chase,
Maryland
|
$24.8万
|
+$2.78万
|
+270
|
+13%
|
|
|
1959
|
Perennial Advisors
New York
|
$24.7万
|
+$2,571
|
+25
|
+1%
|
|
|
1960
|
QTR Family Wealth
Lake Mary,
Florida
|
$24.7万
|
+$617
|
+6
|
+0.3%
|
|
|
1961
|
McLaughlin Asset Management
Danville,
Illinois
|
$24.7万
|
-$1,851
|
-18
|
-0.8%
|
|
|
1962
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$24.7万
|
+$1.58万
|
+154
|
+7%
|
|
|
1963
|
Northland Securities
Minneapolis,
Minnesota
|
$24.7万
|
–
|
–
|
–
|
|
|
1964
|
Clark Estates Inc
New York
|
$24.6万
|
–
|
–
|
–
|
|
|
1965
|
Hunter Associates Investment Management
Pittsburgh,
Pennsylvania
|
$24.6万
|
+$24.4万
|
+2,375
|
新規
|
|
|
1966
|
Colony Family Offices
Charlotte,
North Carolina
|
$24.6万
|
+$3.44万
|
+334
|
+16%
|
|
|
1967
|
MontVue Capital Management
Lynchburg,
Virginia
|
$24.6万
|
–
|
–
|
–
|
|
|
1968
|
Brown Wealth Management
Naperville,
Illinois
|
$24.5万
|
+$24.3万
|
+2,363
|
新規
|
|
|
1969
|
Copley Financial Group
San Diego,
California
|
$24.5万
|
-$2.36万
|
-229
|
-9%
|
|
|
1970
|
Delos Wealth Advisors
Dallas,
Texas
|
$24.5万
|
–
|
–
|
–
|
|
|
1971
|
PDS Planning
Dublin,
Ohio
|
$24.4万
|
+$1,646
|
+16
|
+0.7%
|
|
|
1972
|
Twelve Points Wealth Management
Concord,
Massachusetts
|
$24.2万
|
-$2,366
|
-23
|
-1%
|
|
|
1973
|
Retirement Investment Advisors
Oklahoma City,
Oklahoma
|
$24.2万
|
+$24.1万
|
+2,342
|
新規
|
|
|
1974
|
Opus Capital Group
Cincinnati,
Ohio
|
$24.1万
|
+$23.9万
|
+2,320
|
新規
|
|
|
1975
|
Northstar Financial Companies
Conshohocken,
Pennsylvania
|
$24.1万
|
–
|
–
|
–
|
|
