|
1926
|
Waterfront Wealth
Overland Park,
Kansas
|
$39.5万
|
+$2,171
|
+83
|
+0.5%
|
|
|
1927
|
Silver Oak Securities
Jackson,
Tennessee
|
$39.4万
|
-$3.71万
|
-1,419
|
-8%
|
|
|
1928
|
Westside Investment Management
Santa Monica,
California
|
$39.3万
|
+$4,055
|
+155
|
+1%
|
|
|
1929
|
City National Bank of Florida
Miami,
Florida
|
$39.2万
|
-$3.06万
|
-1,169
|
-7%
|
|
|
1930
|
LMG Wealth Partners
Shreveport,
Louisiana
|
$39.2万
|
-$3.33万
|
-1,273
|
-7%
|
|
|
1931
|
Shulman DeMeo Asset Management
Lake Success,
New York
|
$39.2万
|
-$8,554
|
-327
|
-2%
|
|
|
1932
|
WBH Advisory
Baltimore,
Maryland
|
$39.2万
|
-$1.31万
|
-500
|
-3%
|
|
|
1933
|
Magnolia Capital Advisors
Jackson,
Mississippi
|
$39.2万
|
+$1.84万
|
+705
|
+5%
|
|
|
1934
|
Towarzystwo Funduszy Inwestycyjnych PZU SA
Warsaw,
|
$39.1万
|
+$4.15万
|
+1,586
|
+11%
|
|
|
1935
|
4Wealth Advisors
Burr Ridge,
Illinois
|
$39万
|
-$1.31万
|
-499
|
-3%
|
|
|
1936
|
Orion Investment Company
St. Louis,
Missouri
|
$39万
|
–
|
–
|
–
|
|
|
1937
|
Investment Partners
New Philadelphia,
Ohio
|
$39万
|
+$2,877
|
+110
|
+0.7%
|
|
|
1938
|
Pinnacle West Asset Management
Casper,
Wyoming
|
$38.9万
|
–
|
–
|
–
|
|
|
1939
|
Charles Schwab Trust
Henderson,
Nevada
|
$38.8万
|
+$16.8万
|
+6,419
|
+66%
|
|
|
1940
|
SYM Financial Corp
Winona Lake,
Indiana
|
$38.8万
|
+$17.5万
|
+6,696
|
+71%
|
|
|
1941
|
Element Wealth
Ridgeland,
Mississippi
|
$38.6万
|
-$5,075
|
-194
|
-1%
|
|
|
1942
|
Bay Colony Advisors
Concord,
Massachusetts
|
$38.6万
|
+$8.79万
|
+3,359
|
+27%
|
|
|
1943
|
World Equity Group
Schaumburg,
Illinois
|
$38.6万
|
+$2.12万
|
+810
|
+5%
|
|
|
1944
|
Third View Private Wealth
Westport,
Connecticut
|
$38.6万
|
-$1.45万
|
-555
|
-3%
|
|
|
1945
|
OceanIQ Capital
Palo Alto,
California
|
$38.5万
|
+$37.9万
|
+14,479
|
新規
|
|
|
1946
|
Michael J. Porro & Co. Financial Advisors, Inc.
Old Tappan,
New Jersey
|
$38.5万
|
-$2,093
|
-80
|
-0.5%
|
|
|
1947
|
Marathon Capital Management
Hunt Valley,
Maryland
|
$38.5万
|
-$9,077
|
-347
|
-2%
|
|
|
1948
|
PFG Advisors
Phoenix,
Arizona
|
$38.5万
|
-$6.3万
|
-2,407
|
-13%
|
|
|
1949
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
$38.4万
|
+$3.38万
|
+1,294
|
+9%
|
|
|
1950
|
Verus Capital Partners
Scottsdale,
Arizona
|
$38.3万
|
-$2.72万
|
-1,038
|
-6%
|
|
