|
1951
|
Synergy Asset Management
Vancouver,
Washington
|
$20.2万
|
+$19.4万
|
+1,467
|
新規
|
|
|
1952
|
First National Advisers
Omaha,
Nebraska
|
$20.2万
|
+$19.4万
|
+1,466
|
新規
|
|
|
1953
|
AmeriFlex Group
Las Vegas,
Nevada
|
$20.1万
|
+$5.68万
|
+430
|
+42%
|
|
|
1954
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$20.1万
|
+$19.3万
|
+1,465
|
新規
|
|
|
1955
|
Jackson Square Capital
San Francisco,
California
|
$20.1万
|
+$19.3万
|
+1,460
|
新規
|
|
|
1956
|
FSR Wealth Management
Elmhurst,
Illinois
|
$20.1万
|
-$4.24万
|
-321
|
-18%
|
|
|
1957
|
Waddell & Associates
Memphis,
Tennessee
|
$20万
|
-$8.11万
|
-614
|
-30%
|
|
|
1958
|
Safe Harbor Family Capital
Chapel Hill,
North Carolina
|
$20万
|
–
|
–
|
–
|
|
|
1959
|
ESL Trust Services
Rochester,
New York
|
$19.7万
|
+$18.5万
|
+1,403
|
+5,396%
|
|
|
1960
|
Atlantic Private Wealth
Chapel Hill,
North Carolina
|
$19.5万
|
+$264
|
+2
|
+0.1%
|
|
|
1961
|
Downshift Financial
Boulder,
Colorado
|
$19万
|
+$18.3万
|
+1,384
|
新規
|
|
|
1962
|
CDKV Holdings
Denver,
Colorado
|
$18.9万
|
-$5.28万
|
-400
|
-23%
|
|
|
1963
|
BankPlus Trust Department
Jackson,
Mississippi
|
$18.7万
|
+$2.24万
|
+170
|
+14%
|
|
|
1964
|
Harbor Asset Planning
Belmont,
Massachusetts
|
$18.4万
|
-$1,717
|
-13
|
-1%
|
|
|
1965
|
Evermay Wealth Management
Arlington,
Virginia
|
$18.4万
|
–
|
–
|
–
|
|
|
1966
|
Allspring Global Investments
Charlotte,
North Carolina
|
$18.3万
|
-$18.2万
|
-1,382
|
-51%
|
|
|
1967
|
Cardinal Strategic Wealth Guidance
Louisville,
Kentucky
|
$18.2万
|
–
|
–
|
–
|
|
|
1968
|
TFC Financial Management
Boston,
Massachusetts
|
$17.2万
|
+$132
|
+1
|
+0.1%
|
|
|
1969
|
Basepoint Wealth
Cedar Rapids,
Iowa
|
$16.7万
|
–
|
–
|
–
|
|
|
1970
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$16.6万
|
+$8.77万
|
+664
|
+100%
|
|
|
1971
|
Wolff Wiese Magana
Carslbad,
California
|
$16.5万
|
–
|
–
|
–
|
|
|
1972
|
Center for Financial Planning
Southfied,
Michigan
|
$16.3万
|
-$1.73万
|
-131
|
-10%
|
|
|
1973
|
Clearstead Trust
Portland,
Maine
|
$16.1万
|
–
|
–
|
–
|
|
|
1974
|
Pittenger & Anderson Inc
Lincoin,
Nebraska
|
$15.5万
|
+$1.35万
|
+102
|
+10%
|
|
|
1975
|
Peck Wealth Management
White Plains,
New York
|
$15.4万
|
–
|
–
|
–
|
|
