|
1926
|
Kilter Group
Rhinebeck,
New York
|
$1.99万
|
+$448
|
+2
|
+3%
|
|
|
1927
|
RHL Group
Holly,
Michigan
|
$1.97万
|
–
|
–
|
–
|
|
|
1928
|
Valued Wealth Advisors
Holladay,
Utah
|
$1.95万
|
+$1,567
|
+7
|
+10%
|
|
|
1929
|
Meeder Asset Management
Dublin,
Ohio
|
$1.95万
|
+$2,911
|
+13
|
+20%
|
|
|
1930
|
Marshall Investment Management
Littleton,
Colorado
|
$1.95万
|
+$1.77万
|
+79
|
新規
|
|
|
1931
|
Raffa Wealth Management
Washington,
District of Columbia
|
$1.9万
|
-$3,135
|
-14
|
-15%
|
|
|
1932
|
Piscataqua Savings Bank
Portsmouth,
New Hampshire
|
$1.85万
|
–
|
–
|
–
|
|
|
1933
|
BOK Financial Private Wealth
Denver,
Colorado
|
$1.77万
|
+$1.61万
|
+72
|
新規
|
|
|
1934
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$1.75万
|
+$1.59万
|
+71
|
新規
|
|
|
1935
|
KEB Asset Management
Springfield,
Illinois
|
$1.75万
|
+$1.59万
|
+71
|
新規
|
|
|
1936
|
High Point Wealth Management
Chester,
New Jersey
|
$1.72万
|
–
|
–
|
–
|
|
|
1937
|
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
|
$1.7万
|
–
|
–
|
–
|
|
|
1938
|
Marshall & Sterling Wealth Advisors
Poughkeepsie,
New York
|
$1.63万
|
–
|
–
|
–
|
|
|
1939
|
Steigerwald Gordon & Koch
Leesburg,
Virginia
|
$1.63万
|
–
|
–
|
–
|
|
|
1940
|
Foster Dykema Cabot & Partners
Waltham,
Massachusetts
|
$1.55万
|
+$1.41万
|
+63
|
新規
|
|
|
1941
|
Bradley & Co Private Wealth Management
Miami,
Florida
|
$1.48万
|
–
|
–
|
–
|
|
|
1942
|
Cedar Mountain Advisors
Lake Oswego,
Oregon
|
$1.48万
|
–
|
–
|
–
|
|
|
1943
|
Morse Asset Management
Darien,
Connecticut
|
$1.48万
|
–
|
–
|
–
|
|
|
1944
|
WPG Advisers
Baltimore,
Maryland
|
$1.48万
|
+$1.16万
|
+52
|
+650%
|
|
|
1945
|
Armstrong Advisory Group
Needham,
Massachusetts
|
$1.45万
|
-$5,598
|
-25
|
-30%
|
|
|
1946
|
Cetera Trust Company
St. Paul,
Minnesota
|
$1.45万
|
–
|
–
|
–
|
|
|
1947
|
TD Capital Management
Memphis,
Tennessee
|
$1.45万
|
+$224
|
+1
|
+2%
|
|
|
1948
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$1.43万
|
–
|
–
|
–
|
|
|
1949
|
Evolution Wealth Management
Fort Myers,
Florida
|
$1.43万
|
+$1.21万
|
+54
|
+1,350%
|
|
|
1950
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$1.4万
|
+$3,135
|
+14
|
+33%
|
|
