|
1951
|
Cynosure Group
Salt Lake City,
Utah
|
–
|
-$68.9万
|
-7,814
|
解消
|
|
|
1952
|
Davies Financial Advisors
Murrieta,
California
|
–
|
-$68.7万
|
-7,797
|
解消
|
|
|
1953
|
XTX Topco
George Town,
Cayman Islands
|
–
|
-$68万
|
-7,716
|
解消
|
|
|
1954
|
Net Worth Advisory Group
Sandy,
Utah
|
–
|
-$65.8万
|
-7,460
|
解消
|
|
|
1955
|
Pacific Excel Wealth Advisors
Walnut Creek,
California
|
–
|
-$63.9万
|
-7,252
|
解消
|
|
|
1956
|
Personal CFO Solutions
Chester,
New Jersey
|
–
|
-$61.7万
|
-6,997
|
解消
|
|
|
1957
|
Calamos Advisors
Naperville,
Illinois
|
–
|
-$58.1万
|
-6,588
|
解消
|
|
|
1958
|
Oak Harbor Wealth Partners
Raleigh,
North Carolina
|
–
|
-$56.7万
|
-6,429
|
解消
|
|
|
1959
|
Tidal Investments
Milwaukee,
Wisconsin
|
–
|
-$54.7万
|
-6,356
|
解消
|
|
|
1960
|
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
|
–
|
-$55.9万
|
-6,345
|
解消
|
|
|
1961
|
Fortitude Family Office
Scottsdale,
Arizona
|
–
|
-$55.6万
|
-6,307
|
解消
|
|
|
1962
|
Denver Wealth Management
Denver,
Colorado
|
–
|
-$53.8万
|
-6,104
|
解消
|
|
|
1963
|
Farmers & Merchants Trust Company
Long Beach,
California
|
–
|
-$53.3万
|
-6,048
|
解消
|
|
|
1964
|
Financial Futures
Brielle,
New Jersey
|
–
|
-$52.1万
|
-5,906
|
解消
|
|
|
1965
|
Baker Boyer National Bank
Walla Walla,
Washington
|
–
|
-$52万
|
-5,895
|
解消
|
|
|
1966
|
Great Diamond Partners
Portland,
Maine
|
–
|
-$50.6万
|
-5,744
|
解消
|
|
|
1967
|
Sanders Morris Harris
Houston,
Texas
|
–
|
-$48.5万
|
-5,498
|
解消
|
|
|
1968
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
–
|
-$40.8万
|
-4,624
|
解消
|
|
|
1969
|
Belvedere Trading
Chicago,
Illinois
|
–
|
-$40.2万
|
-4,562
|
解消
|
|
|
1970
|
Tred Avon Family Wealth
Easton,
Maryland
|
–
|
-$37.4万
|
-4,240
|
解消
|
|
|
1971
|
Zacks Investment Management
Chicago,
Illinois
|
–
|
-$35.1万
|
-3,980
|
解消
|
|
|
1972
|
Briggs Wealth Management
Glastonbury,
Connecticut
|
–
|
-$35万
|
-3,965
|
解消
|
|
|
1973
|
4Wealth Advisors
Burr Ridge,
Illinois
|
–
|
-$32.3万
|
-3,799
|
解消
|
|
|
1974
|
Valley Forge Investment Consultants
Audubon,
Pennsylvania
|
–
|
-$33.3万
|
-3,776
|
解消
|
|
|
1975
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
–
|
-$32.2万
|
-3,648
|
解消
|
|
