|
1926
|
Philip James Wealth Mangement
Milton,
Georgia
|
$23.9万
|
-$2.82万
|
-299
|
-11%
|
|
|
1927
|
Sentinus LLC
Oak Brook,
Illinois
|
$23.9万
|
+$5,084
|
+54
|
+2%
|
|
|
1928
|
J.M. Forbes & Co
Boston,
Massachusetts
|
$23.8万
|
–
|
–
|
–
|
|
|
1929
|
Perpetual Ltd
Sydney, New South Wales,
Australia
|
$23.8万
|
–
|
–
|
–
|
|
|
1930
|
William John Sempolinski
Easton,
Massachusetts
|
$23.8万
|
–
|
–
|
–
|
|
|
1931
|
Aureus Asset Management
Boston,
Massachusetts
|
$23.8万
|
-$18.6万
|
-1,980
|
-44%
|
|
|
1932
|
Monetary Solutions
Dayton,
Ohio
|
$23.8万
|
–
|
–
|
–
|
|
|
1933
|
S.A. Mason
Holland,
Michigan
|
$23.8万
|
+$7.06万
|
+750
|
+43%
|
|
|
1934
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin,
Ohio
|
$23.7万
|
–
|
–
|
–
|
|
|
1935
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$23.6万
|
-$5万
|
-531
|
-18%
|
|
|
1936
|
Tevis Investment Management
Plano,
Texas
|
$23.6万
|
+$1,224
|
+13
|
+0.5%
|
|
|
1937
|
Alpine Bank Wealth Management
Grand Junction,
Colorado
|
$23.5万
|
-$188
|
-2
|
-0.1%
|
|
|
1938
|
Sterling Wealth Management
Champaign,
Illinois
|
$23.5万
|
+$2.36万
|
+251
|
+11%
|
|
|
1939
|
Fiduciary Planning
Englewood,
Florida
|
$23.5万
|
–
|
–
|
–
|
|
|
1940
|
Prevail Innovative Wealth Advisors
Leawood,
Kansas
|
$23.5万
|
+$3,295
|
+35
|
+1%
|
|
|
1941
|
WhitTier Trust Company
Reno,
Nevada
|
$23.5万
|
+$3,766
|
+40
|
+2%
|
|
|
1942
|
Alliance Wealth Advisors (Utah)
Centerville,
Utah
|
$23.4万
|
+$23.1万
|
+2,450
|
新規
|
|
|
1943
|
Thayer Partners
Wyndmoor,
Pennsylvania
|
$23.4万
|
+$1.39万
|
+148
|
+6%
|
|
|
1944
|
Old Peak Finance
Chapel Hill,
North Carolina
|
$23.4万
|
+$23万
|
+2,446
|
新規
|
|
|
1945
|
Heritage Investment Group
Pompano Beach,
Florida
|
$23.4万
|
–
|
–
|
–
|
|
|
1946
|
Spartan Planning & Wealth Management
Greensboro,
North Carolina
|
$23.3万
|
+$1.44万
|
+153
|
+7%
|
|
|
1947
|
Brighton Securities
Rochester,
New York
|
$23.2万
|
-$1.41万
|
-150
|
-6%
|
|
|
1948
|
Cannell & Spears
New York
|
$23.2万
|
+$565
|
+6
|
+0.2%
|
|
|
1949
|
Verus Capital Partners
Scottsdale,
Arizona
|
$23.2万
|
-$1.16万
|
-123
|
-5%
|
|
|
1950
|
Sunpointe
St. Louis,
Missouri
|
$23.2万
|
+$1,036
|
+11
|
+0.5%
|
|
