|
1926
|
Jay A. Fishman Ltd
Troy,
Michigan
|
$45.3万
|
–
|
–
|
–
|
|
|
1927
|
D'Orazio & Associates
Falls Church,
Virginia
|
$45.2万
|
-$53.6万
|
-3,932
|
-50%
|
|
|
1928
|
Cabot Wealth Management
Salem,
Massachusetts
|
$45万
|
+$2.73万
|
+200
|
+5%
|
|
|
1929
|
Severin Investments
St. Louis,
Missouri
|
$44.9万
|
+$9.36万
|
+686
|
+22%
|
|
|
1930
|
Oxford Wealth Group
Orlando,
Florida
|
$44.8万
|
-$2.76万
|
-202
|
-5%
|
|
|
1931
|
Prospera Capital Management
Gilbert,
Arizona
|
$44.8万
|
–
|
–
|
–
|
|
|
1932
|
Oak Associates
Akron,
Ohio
|
$44.8万
|
–
|
–
|
–
|
|
|
1933
|
Jacobsen Capital Management
Salt Lake City,
Utah
|
$44.7万
|
-$3,001
|
-22
|
-0.6%
|
|
|
1934
|
Essex LLC
Deer Park,
Illinois
|
$44.7万
|
+$10.4万
|
+765
|
+25%
|
|
|
1935
|
May Hill Capital
Cohasset,
Massachusetts
|
$44.7万
|
-$1.19万
|
-87
|
-2%
|
|
|
1936
|
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
$44.6万
|
-$1.49万
|
-109
|
-3%
|
|
|
1937
|
Washington Trust Advisors
Wellesley,
Massachusetts
|
$44.5万
|
+$7.42万
|
+544
|
+17%
|
|
|
1938
|
Traveka Wealth
Los Altos,
California
|
$44.3万
|
+$2,183
|
+16
|
+0.4%
|
|
|
1939
|
Arcadia Wealth Management (New Hampshire)
Manchester,
New Hampshire
|
$44.2万
|
+$51.7万
|
+3,788
|
新規
|
|
|
1940
|
AM Investment Strategies
Chattanooga,
Tennessee
|
$44.1万
|
-$1.71万
|
-125
|
-3%
|
|
|
1941
|
Vista Cima Wealth Management
Surprise,
Arizona
|
$44.1万
|
-$1,637
|
-12
|
-0.3%
|
|
|
1942
|
First Bank & Trust
Brookings,
South Dakota
|
$44万
|
+$8,321
|
+61
|
+2%
|
|
|
1943
|
D.B. Root & Company
Pittsburgh,
Pennsylvania
|
$44万
|
+$4,774
|
+35
|
+0.9%
|
|
|
1944
|
Mechanics Financial Corp
Mansfield,
Ohio
|
$44万
|
+$6,275
|
+46
|
+1%
|
|
|
1945
|
City National Bank of Florida
Miami,
Florida
|
$44万
|
+$12.2万
|
+896
|
+31%
|
|
|
1946
|
Checchi Capital Advisers
Beverly Hills,
California
|
$43.8万
|
-$25.5万
|
-1,869
|
-33%
|
|
|
1947
|
Narus Financial Partners
Salt Lake City,
Utah
|
$43.7万
|
+$4.72万
|
+346
|
+10%
|
|
|
1948
|
One Wealth Advisors
San Francisco,
California
|
$43.5万
|
+$4.2万
|
+308
|
+9%
|
|
|
1949
|
Principal Street Partners
Memphis,
Tennessee
|
$43.4万
|
-$1,501
|
-11
|
-0.3%
|
|
|
1950
|
Financial Planning Navigators
Maple Grove,
Minnesota
|
$43.3万
|
-$3.01万
|
-221
|
-6%
|
|
