|
1951
|
Walsh & Associates
Sarasota,
Florida
|
$2.87万
|
–
|
–
|
–
|
|
|
1952
|
Kemnay Advisory Services
New York
|
$2.86万
|
+$2,410
|
+14
|
+9%
|
|
|
1953
|
First United Bank & Trust
Oakland,
Maryland
|
$2.79万
|
–
|
–
|
–
|
|
|
1954
|
Compass Financial Management
Tampa,
Florida
|
$2.75万
|
+$2.7万
|
+157
|
新規
|
|
|
1955
|
Advantage Trust Company
Salina,
Kansas
|
$2.74万
|
–
|
–
|
–
|
|
|
1956
|
Ares Financial Consulting
Calabasas,
California
|
$2.65万
|
+$3,443
|
+20
|
+15%
|
|
|
1957
|
AXS Investments
Port Chester,
New York
|
$2.64万
|
-$4,131
|
-24
|
-13%
|
|
|
1958
|
Burkett Financial Services
Rock Hill,
South Carolina
|
$2.61万
|
+$172
|
+1
|
+0.7%
|
|
|
1959
|
Axiom Investment Management
New York
|
$2.54万
|
–
|
–
|
–
|
|
|
1960
|
Fairscale Capital
Nashua,
New Hampshire
|
$2.53万
|
+$172
|
+1
|
+0.7%
|
|
|
1961
|
Sachetta
Lynnfield,
Massachusetts
|
$2.49万
|
+$3,959
|
+23
|
+19%
|
|
|
1962
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$2.47万
|
–
|
–
|
–
|
|
|
1963
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$2.46万
|
-$1,549
|
-9
|
-6%
|
|
|
1964
|
Joseph Group Capital Management
Columbus,
Ohio
|
$2.43万
|
+$5,681
|
+33
|
+30%
|
|
|
1965
|
Creative Capital Management Investments
San Diego,
California
|
$2.42万
|
+$7,402
|
+43
|
+43%
|
|
|
1966
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$2.4万
|
-$5.15万
|
-299
|
-68%
|
|
|
1967
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$2.4万
|
-$3,098
|
-18
|
-11%
|
|
|
1968
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$2.4万
|
–
|
–
|
–
|
|
|
1969
|
Bogart Wealth LLC
Mclean,
Virginia
|
$2.39万
|
+$3,098
|
+18
|
+15%
|
|
|
1970
|
Beacon Financial Strategies
Raleigh,
North Carolina
|
$2.33万
|
–
|
–
|
–
|
|
|
1971
|
PlanVest Financial
Gaithersburg,
Maryland
|
$2.32万
|
–
|
–
|
–
|
|
|
1972
|
James T. Borello RIA
East Dundee,
Illinois
|
$2.28万
|
+$2,410
|
+14
|
+12%
|
|
|
1973
|
University of Texas/Texas AM Investment Management Co (UTIMCO)
Austin,
Texas
|
$2.23万
|
-$9,468
|
-55
|
-29%
|
|
|
1974
|
Axxion S.A.
Grevenmacher,
Luxembourg
|
$2.23万
|
+$2.27万
|
+132
|
新規
|
|
|
1975
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$2.21万
|
–
|
–
|
–
|
|
