|
1951
|
Rossmore Private Capital
Glastonbury,
Connecticut
|
$1794万
|
+$156万
|
+7,600
|
+9%
|
|
|
1952
|
McBroom & Associates
Las Vegas,
Nevada
|
$1793万
|
-$29.3万
|
-1,426
|
-2%
|
|
|
1953
|
Paragon Private Wealth Management
Lexington,
Kentucky
|
$1792万
|
+$30.8万
|
+1,498
|
+2%
|
|
|
1954
|
Blodgett Wealth Advisors
Concord,
California
|
$1792万
|
+$7.61万
|
+370
|
+0.4%
|
|
|
1955
|
Titan Investment Management
Indianapolis,
Indiana
|
$1791万
|
+$3,290
|
+16
|
+0%
|
|
|
1956
|
Sora Investors
Bryn Mawr,
Pennsylvania
|
$1787万
|
+$1836万
|
+89,310
|
新規
|
|
|
1957
|
Mattson Financial Services
Kentwood,
Michigan
|
$1785万
|
+$349万
|
+16,981
|
+25%
|
|
|
1958
|
Mivtachim The Workers Social Insurance Fund
Tel Aviv,
Israel
|
$1785万
|
+$467万
|
+22,700
|
+34%
|
|
|
1959
|
Westwind Capital
Las Cruces,
New Mexico
|
$1783万
|
-$228万
|
-11,085
|
-11%
|
|
|
1960
|
LVM Capital Management
Portage,
Michigan
|
$1782万
|
+$4.42万
|
+215
|
+0.2%
|
|
|
1961
|
Seven Mile Advisory
Ewing,
New Jersey
|
$1781万
|
-$101万
|
-4,895
|
-5%
|
|
|
1962
|
FSM Wealth Advisors
Cleveland,
Ohio
|
$1781万
|
+$186万
|
+9,031
|
+11%
|
|
|
1963
|
Liberty Wealth Management
Oakland,
California
|
$1774万
|
–
|
–
|
–
|
|
|
1964
|
Avantax Planning Partners
Dubuque,
Iowa
|
$1767万
|
-$89.8万
|
-4,369
|
-5%
|
|
|
1965
|
Oxford Financial Group
Carmel,
Indiana
|
$1760万
|
-$558万
|
-27,153
|
-24%
|
|
|
1966
|
Cercano Management
Bellevue,
Washington
|
$1757万
|
-$1.1億
|
-535,855
|
-86%
|
|
|
1967
|
|
$1753万
|
+$1076万
|
+52,311
|
+148%
|
|
|
1968
|
KP Management
Edina,
Minnesota
|
$1751万
|
-$103万
|
-5,000
|
-5%
|
|
|
1969
|
Long Walk Management
Greenwich,
Connecticut
|
$1751万
|
+$1799万
|
+87,500
|
新規
|
|
|
1970
|
First Financial Bank - Trust Division
Hamilton,
Ohio
|
$1750万
|
+$434万
|
+21,129
|
+32%
|
|
|
1971
|
Meridian Wealth Advisors
Austin,
Texas
|
$1750万
|
+$62.9万
|
+3,058
|
+4%
|
|
|
1972
|
Riggs Asset Management
Dallas,
Pennsylvania
|
$1745万
|
-$12.4万
|
-603
|
-0.7%
|
|
|
1973
|
Moss Adams Wealth Advisors
Seattle,
Washington
|
$1742万
|
+$88.4万
|
+4,300
|
+5%
|
|
|
1974
|
EPG Wealth Management
Atlanta,
Georgia
|
$1741万
|
-$16.5万
|
-802
|
-0.9%
|
|
|
1975
|
Goodman Advisory Group
Needham,
Massachusetts
|
$1739万
|
+$238万
|
+11,569
|
+15%
|
|
