|
1951
|
Sunburst Financial Group
Vestavia Hills,
Alabama
|
$22.3万
|
–
|
–
|
–
|
|
|
1952
|
Menard Financial Group
Houston,
Texas
|
$22.2万
|
-$3,545
|
-7
|
-2%
|
|
|
1953
|
Novem Group
Rochester,
New York
|
$22.2万
|
+$21.6万
|
+427
|
新規
|
|
|
1954
|
Wealth Watch Advisors
Englewood,
Colorado
|
$22.2万
|
+$21.6万
|
+427
|
新規
|
|
|
1955
|
Stonebridge Financial Group (Missouri)
St. Louis,
Missouri
|
$22.1万
|
-$5,065
|
-10
|
-2%
|
|
|
1956
|
Cetera Trust Company
St. Paul,
Minnesota
|
$22.1万
|
–
|
–
|
–
|
|
|
1957
|
Piedmont Capital Management (North Carolina)
Greensboro,
North Carolina
|
$22.1万
|
+$3,545
|
+7
|
+2%
|
|
|
1958
|
Owl Creek Wealth Partners
Denver,
Colorado
|
$22.1万
|
+$2.53万
|
+50
|
+13%
|
|
|
1959
|
StoryOne LLC
Overland Park,
Kansas
|
$22.1万
|
+$21.5万
|
+425
|
新規
|
|
|
1960
|
Montag & Associates
Atlanta,
Georgia
|
$22万
|
–
|
–
|
–
|
|
|
1961
|
|
$22万
|
+$21.5万
|
+425
|
新規
|
|
|
1962
|
Affinity Capital Advisors
Berkeley,
California
|
$22万
|
+$20.6万
|
+407
|
新規
|
|
|
1963
|
RASP Wealth Solutions
Fishers,
Indiana
|
$22万
|
+$21.4万
|
+423
|
新規
|
|
|
1964
|
Truepoint Inc
Cincinnati,
Ohio
|
$22万
|
+$21.4万
|
+423
|
新規
|
|
|
1965
|
Blue Chip Partners
Farmington Hills,
Michigan
|
$21.9万
|
+$21.4万
|
+422
|
新規
|
|
|
1966
|
German American Bancorp
Jasper,
Indiana
|
$21.9万
|
-$1,013
|
-2
|
-0.5%
|
|
|
1967
|
Paulson Wealth Management
Wheaton,
Illinois
|
$21.8万
|
–
|
–
|
–
|
|
|
1968
|
Tudor Financial
Dayton,
Ohio
|
$21.7万
|
+$21.2万
|
+419
|
新規
|
|
|
1969
|
Ironwood Investment Counsel
Scottsdale,
Arizona
|
$21.6万
|
-$3.6万
|
-71
|
-15%
|
|
|
1970
|
Wilkerson Advisory Group
Columbia,
Missouri
|
$21.6万
|
-$1.16万
|
-23
|
-5%
|
|
|
1971
|
Fearless Solutions (Best Invest)
San Antonio,
Texas
|
$21.6万
|
–
|
–
|
–
|
|
|
1972
|
Sharp Financial Services
Horsham,
Pennsylvania
|
$21.6万
|
+$21.1万
|
+416
|
新規
|
|
|
1973
|
Parsonex Advisory Services
Englewood,
Colorado
|
$21.5万
|
-$3.55万
|
-70
|
-14%
|
|
|
1974
|
Winslow Capital Management
Minneapolis,
Minnesota
|
$21.5万
|
-$1.22万
|
-24
|
-5%
|
|
|
1975
|
Fox Run Management
Greenwich,
Connecticut
|
$21.4万
|
+$20.9万
|
+413
|
新規
|
|
