|
1926
|
Truvestments Capital
Sarasota,
Florida
|
$159万
|
-$3.41万
|
-84
|
-2%
|
|
|
1927
|
Seed Wealth Management
Evanston,
Illinois
|
$158万
|
–
|
–
|
–
|
|
|
1928
|
VisionPoint Advisory Group
Dallas,
Texas
|
$158万
|
+$51.7万
|
+1,273
|
+62%
|
|
|
1929
|
CVA Family Office
Denver,
Colorado
|
$158万
|
–
|
–
|
–
|
|
|
1930
|
Continuum Advisory
Eagle,
Idaho
|
$158万
|
+$29.7万
|
+731
|
+28%
|
|
|
1931
|
Schrum Private Wealth Management
St. Augustine,
Florida
|
$158万
|
-$24.6万
|
-607
|
-7%
|
|
|
1932
|
Klingman & Associates
New York
|
$158万
|
+$3.65万
|
+90
|
+3%
|
|
|
1933
|
|
$158万
|
-$542万
|
-13,366
|
-78%
|
|
|
1934
|
Richard C. Young & Co
Newport,
Rhode Island
|
$157万
|
+$2.11万
|
+52
|
+2%
|
|
|
1935
|
Magnolia Capital Advisors
Jackson,
Mississippi
|
$157万
|
-$1.38万
|
-34
|
-1%
|
|
|
1936
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$157万
|
+$24.9万
|
+614
|
+23%
|
|
|
1937
|
Founders Grove Wealth Partners
Richmond,
Virginia
|
$156万
|
+$7.59万
|
+187
|
+6%
|
|
|
1938
|
First Pacific Financial
Vancouver,
Washington
|
$156万
|
-$10.3万
|
-254
|
-7%
|
|
|
1939
|
Greykasell Wealth Strategies
Danville,
California
|
$156万
|
+$13.9万
|
+342
|
+12%
|
|
|
1940
|
Nisa Investment Advisors
St. Louis,
Missouri
|
$156万
|
+$12.2万
|
+300
|
+10%
|
|
|
1941
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$155万
|
+$20.2万
|
+499
|
+18%
|
|
|
1942
|
Armis Advisers
Atlanta,
Georgia
|
$155万
|
+$18.1万
|
+445
|
+15%
|
|
|
1943
|
PGIM Custom Harvest
Newark,
New Jersey
|
$155万
|
+$16.9万
|
+416
|
+15%
|
|
|
1944
|
SageView Advisory Group
Newport Beach,
California
|
$155万
|
-$1.87万
|
-46
|
-1%
|
|
|
1945
|
Baker Avenue Asset Management
San Francisco,
California
|
$155万
|
+$42.2万
|
+1,039
|
+47%
|
|
|
1946
|
Meridian Wealth Advisors
Austin,
Texas
|
$154万
|
+$2.68万
|
+66
|
+2%
|
|
|
1947
|
Lodestone Wealth Management
Spokane,
Washington
|
$154万
|
-$19.4万
|
-479
|
-13%
|
|
|
1948
|
1900 Wealth Management
San Antonio,
Texas
|
$154万
|
-$12.8万
|
-315
|
-9%
|
|
|
1949
|
PineBridge Investments
New York
|
$154万
|
-$78.7万
|
-1,940
|
-38%
|
|
|
1950
|
Mengis Capital Management
Portland,
Oregon
|
$154万
|
+$13.2万
|
+325
|
+11%
|
|
