|
1926
|
Morris Financial Concepts
Mount Pleasant,
South Carolina
|
$20.2万
|
+$8,738
|
+20
|
+4%
|
|
|
1927
|
Buckhead Capital Management
Atlanta,
Georgia
|
$20.2万
|
+$5,680
|
+13
|
+3%
|
|
|
1928
|
Shrier Wealth Management
Los Angeles,
California
|
$20.2万
|
+$8,738
|
+20
|
+4%
|
|
|
1929
|
Capital Performance Advisors
Walnut Creek,
California
|
$20.1万
|
-$13.8万
|
-317
|
-39%
|
|
|
1930
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$19万
|
-$3.84万
|
-88
|
-16%
|
|
|
1931
|
Tripletail Wealth Management
Orlando,
Florida
|
$18.8万
|
-$1.83万
|
-42
|
-9%
|
|
|
1932
|
TIAA Wealth Investment Management
New York
|
$18.7万
|
-$893万
|
-20,442
|
-98%
|
|
|
1933
|
Colonial Trust
Spartanburg,
South Carolina
|
$18.5万
|
-$3,058
|
-7
|
-1%
|
|
|
1934
|
Center for Financial Planning
Southfied,
Michigan
|
$18.2万
|
–
|
–
|
–
|
|
|
1935
|
Breakwater Investment Management
Seattle,
Washington
|
$18万
|
–
|
–
|
–
|
|
|
1936
|
Matthew Hamilton Rosenberg
|
$17.9万
|
+$7.3万
|
+167
|
+59%
|
|
|
1937
|
Raleigh Capital Management
Cary,
North Carolina
|
$17.6万
|
+$874
|
+2
|
+0.5%
|
|
|
1938
|
Darwin Wealth Management
Tampa,
Florida
|
$17.5万
|
+$7,864
|
+18
|
+4%
|
|
|
1939
|
Peterson Wealth Services
South Ogden,
Utah
|
$17.3万
|
+$2.49万
|
+57
|
+15%
|
|
|
1940
|
Hendershot Investments
Centreville,
Virginia
|
$16.6万
|
–
|
–
|
–
|
|
|
1941
|
Wilkerson Advisory Group
Columbia,
Missouri
|
$16.5万
|
-$5,243
|
-12
|
-3%
|
|
|
1942
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$16.4万
|
+$3,932
|
+9
|
+2%
|
|
|
1943
|
Anchor Bay Capital
Carlsbad,
California
|
$16.3万
|
+$18.1万
|
+414
|
新規
|
|
|
1944
|
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
|
$16.1万
|
+$4.76万
|
+109
|
+37%
|
|
|
1945
|
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
|
$16万
|
–
|
–
|
–
|
|
|
1946
|
Barrett & Company
Providence,
Rhode Island
|
$15.9万
|
+$15.9万
|
+365
|
+1,014%
|
|
|
1947
|
TrustBank
Olney,
Illinois
|
$15.9万
|
-$1.97万
|
-45
|
-10%
|
|
|
1948
|
|
$15.9万
|
–
|
–
|
–
|
|
|
1949
|
JTC Employer Solutions Trustee
St Helier,
Jersey
|
$15.7万
|
–
|
–
|
–
|
|
|
1950
|
Alpine Bank Wealth Management
Grand Junction,
Colorado
|
$15.6万
|
+$17.1万
|
+392
|
新規
|
|
