|
1926
|
Taylor Hoffman Capital Management
Richmond,
Virginia
|
$23.9万
|
-$302
|
-3
|
-0.1%
|
|
|
1927
|
Lodestar Private Asset Management
Alamo,
California
|
$23.9万
|
-$5.75万
|
-571
|
-20%
|
|
|
1928
|
Latitude Advisors
Vero Beach,
Florida
|
$23.9万
|
–
|
–
|
–
|
|
|
1929
|
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
|
$23.9万
|
–
|
–
|
–
|
|
|
1930
|
New World Advisors
Hingham,
Massachusetts
|
$23.8万
|
+$23.4万
|
+2,326
|
新規
|
|
|
1931
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$23.6万
|
+$23.3万
|
+2,314
|
新規
|
|
|
1932
|
Retirement Planning Group (New York)
Malta,
New York
|
$23.6万
|
+$23.3万
|
+2,313
|
新規
|
|
|
1933
|
Spartan Planning & Wealth Management
Greensboro,
North Carolina
|
$23.6万
|
-$1.17万
|
-116
|
-5%
|
|
|
1934
|
Goldstein Advisors
Madison,
Wisconsin
|
$23.6万
|
+$1,913
|
+19
|
+0.8%
|
|
|
1935
|
Ball & Co Wealth Management
Franklin,
Tennessee
|
$23.6万
|
+$18.5万
|
+1,836
|
+386%
|
|
|
1936
|
Impact Capital Partners
Greenwood Village,
Colorado
|
$23.5万
|
-$6,445
|
-64
|
-3%
|
|
|
1937
|
Coyle Financial Counsel
Glenview,
Illinois
|
$23.5万
|
+$5,438
|
+54
|
+2%
|
|
|
1938
|
Cohen Capital Management
Corte Madera,
California
|
$23.5万
|
–
|
–
|
–
|
|
|
1939
|
McMillan Office
St. Clair Shores,
Michigan
|
$23.5万
|
–
|
–
|
–
|
|
|
1940
|
Alesco Advisors
Pittsford,
New York
|
$23.5万
|
+$1,611
|
+16
|
+0.7%
|
|
|
1941
|
Zions Bancorporation, National Association
Salt Lake City,
Utah
|
$23.5万
|
-$1.73万
|
-172
|
-7%
|
|
|
1942
|
Wealth Advisory Solutions
Indiianapolis,
Indiana
|
$23.4万
|
+$23.1万
|
+2,291
|
新規
|
|
|
1943
|
Lakeshore Financial Planning
St. Clair Shores,
Michigan
|
$23.4万
|
-$5,337
|
-53
|
-2%
|
|
|
1944
|
Swiss Re
Zurich,
Switzerland
|
$23.4万
|
+$20.3万
|
+2,014
|
+738%
|
|
|
1945
|
Field & Main Bank
Henderson,
Kentucky
|
$23.4万
|
-$504
|
-5
|
-0.2%
|
|
|
1946
|
Pacific Asset Management
Gig Harbor,
Washington
|
$23.3万
|
-$4,633
|
-46
|
-2%
|
|
|
1947
|
America First Investment Advisors
Omaha,
Nebraska
|
$23.3万
|
+$23万
|
+2,280
|
新規
|
|
|
1948
|
Amarillo National Bank
Amarillo,
Texas
|
$23.2万
|
–
|
–
|
–
|
|
|
1949
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$23.2万
|
+$22.8万
|
+2,268
|
新規
|
|
|
1950
|
Bell Bank
Fargo,
North Dakota
|
$23.1万
|
-$14万
|
-1,388
|
-38%
|
|
