|
1951
|
Marshall & Sterling Wealth Advisors
Poughkeepsie,
New York
|
$57.9万
|
+$22.5万
|
+1,078
|
+68%
|
|
|
1952
|
Cherrydale Wealth Management
Hoboken,
New Jersey
|
$57.9万
|
–
|
–
|
–
|
|
|
1953
|
Merrion Investment Management
Cranford,
New Jersey
|
$57.8万
|
–
|
–
|
–
|
|
|
1954
|
SPWM Advisors
Traverse City,
Michigan
|
$57.7万
|
+$2,715
|
+13
|
+0.5%
|
|
|
1955
|
Zynergy Retirement Planning
Red Bank,
New Jersey
|
$57.6万
|
–
|
–
|
–
|
|
|
1956
|
Certuity
North Palm Beach,
Florida
|
$57.4万
|
-$6.03万
|
-289
|
-10%
|
|
|
1957
|
Potomac Fund Management
Miami,
Florida
|
$57.2万
|
-$2.36万
|
-113
|
-4%
|
|
|
1958
|
Miller Capital Partners
Troy,
Michigan
|
$57.2万
|
–
|
–
|
–
|
|
|
1959
|
Signature Equity Partners
Columbus,
Ohio
|
$57.1万
|
+$6.66万
|
+319
|
+14%
|
|
|
1960
|
Financial Planning Navigators
Maple Grove,
Minnesota
|
$57万
|
-$1,671
|
-8
|
-0.3%
|
|
|
1961
|
Gradient Investments
Arden Hills,
Minnesota
|
$57万
|
+$17.4万
|
+832
|
+47%
|
|
|
1962
|
Goldstein Advisors
Madison,
Wisconsin
|
$56.9万
|
–
|
–
|
–
|
|
|
1963
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$56.9万
|
+$15.5万
|
+744
|
+40%
|
|
|
1964
|
Cladis Investment Advisory
Billings,
Montana
|
$56.7万
|
–
|
–
|
–
|
|
|
1965
|
Hills Bank & Trust
North Liberty,
Iowa
|
$56.6万
|
–
|
–
|
–
|
|
|
1966
|
Foguth Wealth Management
Brighton,
Michigan
|
$56.4万
|
+$33.2万
|
+1,590
|
+157%
|
|
|
1967
|
The Wealth Group
Eden Prairie,
Minnesota
|
$56.4万
|
+$3.09万
|
+148
|
+6%
|
|
|
1968
|
Ariadne Wealth Management
Santa Barbara,
California
|
$56.3万
|
–
|
–
|
–
|
|
|
1969
|
Rockland Trust
Hanover,
Massachusetts
|
$56.1万
|
+$4.53万
|
+217
|
+9%
|
|
|
1970
|
United Wealth Management
Charlottesville,
Virginia
|
$55.9万
|
–
|
–
|
–
|
|
|
1971
|
Summit Investment Advisors, Inc.\KS
Leawood,
Kansas
|
$55.8万
|
+$209
|
+1
|
+0%
|
|
|
1972
|
Continental Investors Services
Longview,
Washington
|
$55.7万
|
-$3.49万
|
-167
|
-6%
|
|
|
1973
|
L. Roy Papp & Associates
Phoenix,
Arizona
|
$55.6万
|
-$9.7万
|
-466
|
-15%
|
|
|
1974
|
Invested Advisors
State College,
Pennsylvania
|
$55.6万
|
+$53.2万
|
+2,549
|
新規
|
|
|
1975
|
Barlow Wealth Partners
Louisville,
Kentucky
|
$55.5万
|
–
|
–
|
–
|
|
