|
1951
|
Edgestream Partners
Princeton,
New Jersey
|
$32.8万
|
+$31.6万
|
+3,965
|
新規
|
|
|
1952
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$32.8万
|
-$9,804
|
-123
|
-3%
|
|
|
1953
|
Financial Freedom LLC
Cincinnati,
Ohio
|
$32.8万
|
-$1.53万
|
-192
|
-5%
|
|
|
1954
|
Adelphi Trust
Saint Petersburg,
Florida
|
$32.8万
|
+$31.5万
|
+3,956
|
新規
|
|
|
1955
|
Partners in Financial Planning
Salem,
Virginia
|
$32.7万
|
+$1,913
|
+24
|
+0.6%
|
|
|
1956
|
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
|
$32.7万
|
+$33.6万
|
+4,210
|
新規
|
|
|
1957
|
IVC Wealth Advisors
Silverdale,
Pennsylvania
|
$32.7万
|
+$7,971
|
+100
|
+3%
|
|
|
1958
|
Delta Wealth Advisors
Indianapolis,
Indiana
|
$32.6万
|
-$7.8万
|
-978
|
-20%
|
|
|
1959
|
Genesis Wealth Advisors
Braintree,
Massachusetts
|
$32.5万
|
-$6,297
|
-79
|
-2%
|
|
|
1960
|
Avion Wealth
The Woodlands,
Texas
|
$32.5万
|
+$17.9万
|
+2,241
|
+133%
|
|
|
1961
|
CRA Financial Services
Northfield,
New Jersey
|
$32.5万
|
+$717
|
+9
|
+0.2%
|
|
|
1962
|
Mattern Capital Management
Lakewood,
Colorado
|
$32.4万
|
-$46.1万
|
-5,780
|
-60%
|
|
|
1963
|
Prosperity Planning
Kansas City,
Missouri
|
$32.3万
|
-$10.6万
|
-1,336
|
-25%
|
|
|
1964
|
Wealth Care LLC
Merritt Island,
Florida
|
$32.2万
|
+$2,391
|
+30
|
+0.8%
|
|
|
1965
|
Edgemoor Investment Advisors
Bethesda,
Maryland
|
$32.1万
|
-$1.42万
|
-178
|
-4%
|
|
|
1966
|
AM Investment Strategies
Chattanooga,
Tennessee
|
$31.9万
|
–
|
–
|
–
|
|
|
1967
|
Harmony Asset Management
Scottsdale,
Arizona
|
$31.8万
|
+$30.6万
|
+3,838
|
新規
|
|
|
1968
|
Anchyra Partners
Atlanta,
Georgia
|
$31.8万
|
-$2.62万
|
-329
|
-8%
|
|
|
1969
|
|
$31.7万
|
+$7.25万
|
+910
|
+31%
|
|
|
1970
|
Harbor Advisory Corp
Portsmouth,
New Hampshire
|
$31.6万
|
–
|
–
|
–
|
|
|
1971
|
Citizens Business Bank
Ontario,
California
|
$31.5万
|
–
|
–
|
–
|
|
|
1972
|
Magnolia Capital Management
Cold Spring,
New York
|
$31.3万
|
–
|
–
|
–
|
|
|
1973
|
Hobbs Wealth Management
Zionsville,
Indiana
|
$31.3万
|
-$2.42万
|
-304
|
-7%
|
|
|
1974
|
Register Financial Advisors
Atlanta,
Georgia
|
$31.3万
|
+$5.24万
|
+657
|
+21%
|
|
|
1975
|
First National Advisers
Omaha,
Nebraska
|
$31.1万
|
–
|
–
|
–
|
|
