|
1951
|
TrueWealth Advisors
Birmingham,
Alabama
|
$62.8万
|
-$65.2万
|
-2,847
|
-61%
|
|
|
1952
|
Beacon Financial Group
Dallas,
Texas
|
$62.8万
|
-$6.18万
|
-270
|
-13%
|
|
|
1953
|
Advisornet Financial
Minnetonka,
Minnesota
|
$62.8万
|
+$11.3万
|
+494
|
+37%
|
|
|
1954
|
First Bancorp
Damariscotta,
Maine
|
$62.6万
|
–
|
–
|
–
|
|
|
1955
|
Princeton Capital Management
Red Bank,
New Jersey
|
$62.5万
|
+$9.16万
|
+400
|
+28%
|
|
|
1956
|
Jacobsen Capital Management
Salt Lake City,
Utah
|
$62.5万
|
+$7,783
|
+34
|
+2%
|
|
|
1957
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$62.5万
|
+$42万
|
+1,833
|
新規
|
|
|
1958
|
Windward Capital Management
Los Angeles,
California
|
$62.2万
|
-$7,554
|
-33
|
-2%
|
|
|
1959
|
Silicon Valley Capital Partners
San Jose,
California
|
$62.1万
|
-$17.1万
|
-746
|
-29%
|
|
|
1960
|
Mitsubishi UFJ Morgan Stanley Securities
Tokyo,
Japan
|
$61.9万
|
-$4.21万
|
-184
|
-9%
|
|
|
1961
|
Bill Few Associates
Pittsburgh,
Pennsylvania
|
$61.8万
|
–
|
–
|
–
|
|
|
1962
|
MBA Advisors
Hermitage,
Pennsylvania
|
$61.7万
|
-$1.35万
|
-59
|
-3%
|
|
|
1963
|
Granville Capital
Greensboro,
North Carolina
|
$61.7万
|
+$7,325
|
+32
|
+2%
|
|
|
1964
|
Thryve Wealth Management
Irving,
Texas
|
$61.6万
|
+$229
|
+1
|
+0.1%
|
|
|
1965
|
Pennsylvania Capital Management
Huntingdon Valley,
Pennsylvania
|
$61.3万
|
+$41.2万
|
+1,799
|
新規
|
|
|
1966
|
Portland Investment Counsel
Burlington,
Ontario, Canada
|
$61.2万
|
–
|
–
|
–
|
|
|
1967
|
MOKAN Wealth Management
Overland Park,
Kansas
|
$61.2万
|
+$41.1万
|
+1,795
|
新規
|
|
|
1968
|
Powers Advisory Group
Highland,
Illinois
|
$61.2万
|
+$1.33万
|
+58
|
+3%
|
|
|
1969
|
Serenus Wealth Advisors
Santa Monica,
California
|
$61.1万
|
–
|
–
|
–
|
|
|
1970
|
Montz Harcus Wealth Management
New Orleans,
Louisiana
|
$61.1万
|
+$8.86万
|
+387
|
+28%
|
|
|
1971
|
Jackson Wealth Management
Lake Mary,
Florida
|
$61.1万
|
-$266万
|
-11,602
|
-87%
|
|
|
1972
|
City Center Advisors LLC
Troy,
Michigan
|
$60.7万
|
+$40.8万
|
+1,781
|
新規
|
|
|
1973
|
Daner Wealth Management
Alpharetta,
Georgia
|
$60.7万
|
+$3,891
|
+17
|
+1%
|
|
|
1974
|
Carr Financial Group
Worcester,
Massachusetts
|
$60.6万
|
+$1,831
|
+8
|
+0.5%
|
|
|
1975
|
Manhattan West Asset Management
Los Angeles,
California
|
$60.5万
|
+$1.3万
|
+57
|
+3%
|
|
