|
1926
|
Keebeck Wealth Management
Chicago,
Illinois
|
$517万
|
-$2.97万
|
-41
|
-0.6%
|
|
|
1927
|
Clear Point Advisors
Melville,
New York
|
$517万
|
+$502万
|
+6,923
|
新規
|
|
|
1928
|
ORBA Wealth Advisors
Chicago,
Illinois
|
$517万
|
+$52.1万
|
+719
|
+12%
|
|
|
1929
|
Lotus Asset Management
Nashville,
Tennessee
|
$516万
|
+$501万
|
+6,912
|
新規
|
|
|
1930
|
OP Asset Management
Helsinki,
|
$515万
|
+$112万
|
+1,551
|
+29%
|
|
|
1931
|
|
$514万
|
–
|
–
|
–
|
|
|
1932
|
Generation Capital Management
Pittsford,
New York
|
$512万
|
-$6.16万
|
-85
|
-1%
|
|
|
1933
|
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
$512万
|
+$10.9万
|
+151
|
+2%
|
|
|
1934
|
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
|
$511万
|
+$34.4万
|
+474
|
+7%
|
|
|
1935
|
Roffman Miller Associates
Philadelphia,
Pennsylvania
|
$510万
|
+$6.16万
|
+85
|
+1%
|
|
|
1936
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$509万
|
+$6.89万
|
+95
|
+1%
|
|
|
1937
|
Ironclad Investments
Maitland,
Florida
|
$508万
|
–
|
–
|
–
|
|
|
1938
|
Red Door Wealth Management
Memphis,
Tennessee
|
$506万
|
-$10.1万
|
-139
|
-2%
|
|
|
1939
|
|
$505万
|
-$19.9万
|
-275
|
-4%
|
|
|
1940
|
|
$505万
|
-$51.5万
|
-711
|
-10%
|
|
|
1941
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$504万
|
+$9.06万
|
+125
|
+2%
|
|
|
1942
|
Private Wealth Partners
Mill Valley,
California
|
$504万
|
-$5.95万
|
-82
|
-1%
|
|
|
1943
|
Howard Wealth Management
Madison,
Connecticut
|
$503万
|
+$6.45万
|
+89
|
+1%
|
|
|
1944
|
Cedarwood Wealth
Highlands Ranch,
Colorado
|
$503万
|
+$2.68万
|
+37
|
+0.6%
|
|
|
1945
|
Cascades Capital Asset Management
Greensboro,
North Carolina
|
$503万
|
+$2,175
|
+3
|
+0%
|
|
|
1946
|
Sandy Cove Advisors
Hingham,
Massachusetts
|
$502万
|
+$93.9万
|
+1,295
|
+24%
|
|
|
1947
|
Madden Advisory Services
Jacksonville,
Florida
|
$502万
|
-$12.5万
|
-172
|
-2%
|
|
|
1948
|
First American Trust
Santa Ana,
California
|
$502万
|
-$50.6万
|
-698
|
-9%
|
|
|
1949
|
Tanglewood Legacy Advisors
Houston,
Texas
|
$502万
|
-$11.5万
|
-158
|
-2%
|
|
|
1950
|
Alchemi Wealth
Essex,
Connecticut
|
$502万
|
+$38.4万
|
+530
|
+9%
|
|
