|
1926
|
Pettee Investors
Rowayton,
Connecticut
|
$90.1万
|
–
|
–
|
–
|
|
|
1927
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$90.1万
|
-$14.7万
|
-396
|
-15%
|
|
|
1928
|
KG&L Capital Management
Saint Francisville,
Louisiana
|
$89.9万
|
+$2.85万
|
+77
|
+4%
|
|
|
1929
|
Doliver Advisors
Houston,
Texas
|
$89.7万
|
-$8,154
|
-22
|
-1%
|
|
|
1930
|
Benchmark Financial Wealth Advisors
Boca Raton,
Florida
|
$89.7万
|
-$5.75万
|
-155
|
-7%
|
|
|
1931
|
Financial Planning Navigators
Maple Grove,
Minnesota
|
$89.6万
|
+$79.9万
|
+2,156
|
新規
|
|
|
1932
|
Rational Advisors
Huntington,
New York
|
$89.6万
|
+$68.9万
|
+1,860
|
+631%
|
|
|
1933
|
Oxbow Advisors
Austin,
Texas
|
$89.5万
|
–
|
–
|
–
|
|
|
1934
|
Beese Fulmer Investment Management
Canton,
Ohio
|
$89.1万
|
+$12.6万
|
+339
|
+19%
|
|
|
1935
|
Synergy Investment Management
Altamonte Springs,
Florida
|
$89.1万
|
+$5.6万
|
+151
|
+8%
|
|
|
1936
|
Taylor Hoffman Capital Management
Richmond,
Virginia
|
$89万
|
–
|
–
|
–
|
|
|
1937
|
Financial Security Advisor
Virginia Beach,
Virginia
|
$88.9万
|
+$7.67万
|
+207
|
+11%
|
|
|
1938
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$88.6万
|
+$1.82万
|
+49
|
+2%
|
|
|
1939
|
Twelve Points Wealth Management
Concord,
Massachusetts
|
$88.5万
|
-$12.6万
|
-341
|
-14%
|
|
|
1940
|
SYM Financial Corp
Winona Lake,
Indiana
|
$88.4万
|
-$24.3万
|
-656
|
-24%
|
|
|
1941
|
Coastal Bridge Advisors
Westport,
Connecticut
|
$88.4万
|
-$2.11万
|
-57
|
-3%
|
|
|
1942
|
Advisory Research
Chicago,
Illinois
|
$88.3万
|
-$371
|
-1
|
-0%
|
|
|
1943
|
Bank of Stockton
Stockton,
California
|
$88.2万
|
-$8,896
|
-24
|
-1%
|
|
|
1944
|
Wallace Capital Management
Dallas,
Texas
|
$88.1万
|
–
|
–
|
–
|
|
|
1945
|
|
$87.8万
|
-$118万
|
-3,174
|
-60%
|
|
|
1946
|
Intesa Sanpaolo Wealth Management
Ville De Luxembourg,
|
$87.8万
|
+$62.6万
|
+1,688
|
+398%
|
|
|
1947
|
Waterfront Wealth
Overland Park,
Kansas
|
$87.7万
|
+$9.41万
|
+254
|
+14%
|
|
|
1948
|
CIM Investment Management
Pittsburgh,
Pennsylvania
|
$87.5万
|
-$7.71万
|
-208
|
-9%
|
|
|
1949
|
Bradyco Inc
Cambridge,
Massachusetts
|
$87.2万
|
–
|
–
|
–
|
|
|
1950
|
Wilson & Boucher Capital Management
Moraga,
California
|
$87.1万
|
-$3.71万
|
-100
|
-5%
|
|
