|
1951
|
Ulland Investment Advisors
Minneapolis,
Minnesota
|
$1.4万
|
–
|
–
|
–
|
|
|
1952
|
Center for Financial Planning
Southfied,
Michigan
|
$1.35万
|
–
|
–
|
–
|
|
|
1953
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$1.35万
|
–
|
–
|
–
|
|
|
1954
|
Creative Capital Management Investments
San Diego,
California
|
$1.35万
|
+$1,120
|
+5
|
+10%
|
|
|
1955
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$1.26万
|
+$3,807
|
+17
|
+50%
|
|
|
1956
|
Downshift Financial
Boulder,
Colorado
|
$1.26万
|
+$1.14万
|
+51
|
新規
|
|
|
1957
|
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
|
$1.26万
|
+$1.12万
|
+50
|
新規
|
|
|
1958
|
Lodestone Wealth Management
Spokane,
Washington
|
$1.23万
|
–
|
–
|
–
|
|
|
1959
|
Richardson Capital Management
Menomonee Falls,
Wisconsin
|
$1.23万
|
–
|
–
|
–
|
|
|
1960
|
Osbon Capital Management
Boston,
Massachusetts
|
$1.21万
|
–
|
–
|
–
|
|
|
1961
|
Beutel, Goodman & Co
Toronto,
Ontario, Canada
|
$1.2万
|
–
|
–
|
–
|
|
|
1962
|
Principia Wealth Advisory
Dallas,
Texas
|
$1.13万
|
+$4,031
|
+18
|
+64%
|
|
|
1963
|
Hilltop National Bank
Casper,
Wyoming
|
$1.11万
|
–
|
–
|
–
|
|
|
1964
|
Arlington Trust
Birmingham,
Alabama
|
$1.06万
|
–
|
–
|
–
|
|
|
1965
|
LGT Financial Advisors
Dallas,
Texas
|
$9,883
|
–
|
–
|
–
|
|
|
1966
|
Signature Resources Capital Management
Newport Beach,
California
|
$9,849
|
–
|
–
|
–
|
|
|
1967
|
Chilton Capital Management
Houston,
Texas
|
$9,357
|
–
|
–
|
–
|
|
|
1968
|
Tidemark
San Diego,
California
|
$9,110
|
–
|
–
|
–
|
|
|
1969
|
IMG Wealth Management
Jacksonville,
Florida
|
$9,110
|
+$224
|
+1
|
+3%
|
|
|
1970
|
Clark Wealth Partners
O'fallon,
Illinois
|
$8,864
|
+$4,479
|
+20
|
+125%
|
|
|
1971
|
Imprint Wealth
Mount Pleasant,
South Carolina
|
$8,371
|
–
|
–
|
–
|
|
|
1972
|
IMA Advisory Services
Denver,
Colorado
|
$7,879
|
+$2,911
|
+13
|
+68%
|
|
|
1973
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$7,633
|
+$6,494
|
+29
|
+1,450%
|
|
|
1974
|
Burk Holdings
Tulsa,
Oklahoma
|
$7,387
|
–
|
–
|
–
|
|
|
1975
|
Bard Associates
Chicago,
Illinois
|
$7,387
|
+$6,718
|
+30
|
新規
|
|
