|
1926
|
Trust Company of Oklahoma
Tulsa,
Oklahoma
|
$253万
|
-$10.6万
|
-142
|
-6%
|
|
|
1927
|
Seven Mile Advisory
Ewing,
New Jersey
|
$253万
|
-$20.5万
|
-273
|
-11%
|
|
|
1928
|
Silverlake Wealth Management
Williston,
Vermont
|
$253万
|
+$4.2万
|
+56
|
+3%
|
|
|
1929
|
LRI Investments
Palm Beach Gardens,
Florida
|
$253万
|
+$33.1万
|
+441
|
+25%
|
|
|
1930
|
WrapManager Inc
Mill Valley,
California
|
$253万
|
+$164万
|
+2,188
|
新規
|
|
|
1931
|
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
$253万
|
+$3.67万
|
+49
|
+2%
|
|
|
1932
|
Wick Capital Partners
Wayne,
Pennsylvania
|
$252万
|
-$9.37万
|
-125
|
-5%
|
|
|
1933
|
TBH Global Asset Management
Brentwood,
Tennessee
|
$251万
|
-$15万
|
-200
|
-8%
|
|
|
1934
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$251万
|
-$1.8万
|
-24
|
-1%
|
|
|
1935
|
Apella Capital
West Hartford,
Connecticut
|
$251万
|
+$17.2万
|
+230
|
+9%
|
|
|
1936
|
Central Valley Advisors
Sacramento,
California
|
$251万
|
-$16.9万
|
-226
|
-9%
|
|
|
1937
|
Knightsbridge Asset Management
Newport Beach,
California
|
$251万
|
-$37.3万
|
-498
|
-19%
|
|
|
1938
|
Orrstown Financial Services
Harrisburg,
Pennsylvania
|
$250万
|
-$1.8万
|
-24
|
-1%
|
|
|
1939
|
Ruane, Cunniff & Goldfarb
New York
|
$250万
|
–
|
–
|
–
|
|
|
1940
|
EPG Wealth Management
Atlanta,
Georgia
|
$249万
|
-$1.2万
|
-16
|
-0.7%
|
|
|
1941
|
Howard Financial Services
Dallas,
Texas
|
$249万
|
-$7.2万
|
-96
|
-4%
|
|
|
1942
|
Murphy & Mullick Capital Management
Smithtown,
New York
|
$248万
|
-$37万
|
-494
|
-19%
|
|
|
1943
|
Plancorp LLC
Saint Louis,
Missouri
|
$248万
|
-$30.7万
|
-410
|
-13%
|
|
|
1944
|
Armis Advisers
Atlanta,
Georgia
|
$248万
|
+$750
|
+1
|
+0%
|
|
|
1945
|
Altus Wealth Group
Colorado Springs,
Colorado
|
$247万
|
+$9.6万
|
+128
|
+6%
|
|
|
1946
|
SkyOak Wealth
Southfield,
Michigan
|
$246万
|
-$67.6万
|
-902
|
-30%
|
|
|
1947
|
Cassaday & Co Wealth Management
Mclean,
Virginia
|
$246万
|
+$6.15万
|
+82
|
+4%
|
|
|
1948
|
Petra Financial Advisors
Colorado Srpings,
Colorado
|
$246万
|
+$87.1万
|
+1,162
|
+120%
|
|
|
1949
|
INVST
Indianapolis,
Indiana
|
$245万
|
+$9.22万
|
+123
|
+6%
|
|
|
1950
|
Nutshell Asset Management
Sevenoaks,
United Kingdom
|
$244万
|
+$159万
|
+2,118
|
新規
|
|
