|
1926
|
Blume Capital Management
Berkeley,
California
|
$16.2万
|
–
|
–
|
–
|
|
|
1927
|
Community Bank
Dewitt,
New York
|
$16.2万
|
–
|
–
|
–
|
|
|
1928
|
SRH Advisors
Salina,
Kansas
|
$16.2万
|
–
|
–
|
–
|
|
|
1929
|
Gladwyn Financial Advisors
Chantilly,
Virginia
|
$16.2万
|
–
|
–
|
–
|
|
|
1930
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$15.9万
|
–
|
–
|
–
|
|
|
1931
|
Matthew Hamilton Rosenberg
|
$15.9万
|
+$2.68万
|
+177
|
+22%
|
|
|
1932
|
Acima Private Wealth
Richmond,
Virginia
|
$15.8万
|
–
|
–
|
–
|
|
|
1933
|
State of Wyoming
Cheyenne,
Wyoming
|
$15.3万
|
-$47.9万
|
-3,157
|
-77%
|
|
|
1934
|
Alpine Bank Wealth Management
Grand Junction,
Colorado
|
$14.9万
|
+$13.9万
|
+920
|
新規
|
|
|
1935
|
Keystone Financial Group (Georgia)
Atlanta,
Georgia
|
$14.8万
|
+$606
|
+4
|
+0.4%
|
|
|
1936
|
Rossby Financial
Melbourne,
Florida
|
$14.7万
|
-$6.49万
|
-428
|
-32%
|
|
|
1937
|
Robinswood Financial
Kirkland,
Washington
|
$14.6万
|
-$9,246
|
-61
|
-6%
|
|
|
1938
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$14.6万
|
–
|
–
|
–
|
|
|
1939
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$14.4万
|
–
|
–
|
–
|
|
|
1940
|
Ares Financial Consulting
Calabasas,
California
|
$14.2万
|
–
|
–
|
–
|
|
|
1941
|
Aviso Financial
Toronto,
Ontario, Canada
|
$14.2万
|
+$13.3万
|
+875
|
新規
|
|
|
1942
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$14.1万
|
-$1,516
|
-10
|
-1%
|
|
|
1943
|
SHP Wealth Management
Plymouth,
Massachusetts
|
$13.8万
|
+$3.18万
|
+210
|
+33%
|
|
|
1944
|
Conquis Financial
Milbrae,
California
|
$13.7万
|
–
|
–
|
–
|
|
|
1945
|
Godfrey Financial Associates
Glenmont,
New York
|
$13.6万
|
-$1,061
|
-7
|
-0.8%
|
|
|
1946
|
Concord Wealth Partners
Abingdon,
Virginia
|
$13.6万
|
+$12.7万
|
+839
|
新規
|
|
|
1947
|
Tripletail Wealth Management
Orlando,
Florida
|
$13.6万
|
-$1.41万
|
-93
|
-10%
|
|
|
1948
|
Ankerstar Wealth
Leander,
Texas
|
$13.1万
|
+$8,943
|
+59
|
+8%
|
|
|
1949
|
Consultiva Wealth Management
San Juan,
Puerto Rico
|
$13万
|
–
|
–
|
–
|
|
|
1950
|
Davis Asset Management
Sausalito,
California
|
$13万
|
–
|
–
|
–
|
|
