|
1951
|
D.B. Root & Company
Pittsburgh,
Pennsylvania
|
$61.9万
|
-$6,058
|
-72
|
-1%
|
|
|
1952
|
J. Derek Lewis & Associates
Newport Beach,
California
|
$61.9万
|
-$2,524
|
-30
|
-0.4%
|
|
|
1953
|
Financial Gravity Companies
Lakeway,
Texas
|
$61.9万
|
+$60.4万
|
+7,182
|
新規
|
|
|
1954
|
Towneley Capital Management
Laguna Hills,
California
|
$61.7万
|
-$252
|
-3
|
-0%
|
|
|
1955
|
|
$61.6万
|
+$168
|
+2
|
+0%
|
|
|
1956
|
Mosaic Financial Group
Chicago,
Illinois
|
$61.5万
|
–
|
–
|
–
|
|
|
1957
|
WrapManager Inc
Mill Valley,
California
|
$61.4万
|
-$2,188
|
-26
|
-0.4%
|
|
|
1958
|
Midwest Capital Advisors
Grand Rapids,
Michigan
|
$61.3万
|
-$1.85万
|
-220
|
-3%
|
|
|
1959
|
Denver PWM
Denver,
Colorado
|
$61.1万
|
-$9,761
|
-116
|
-2%
|
|
|
1960
|
Succession Financial
Mckinney,
Texas
|
$61万
|
+$59.6万
|
+7,078
|
新規
|
|
|
1961
|
Financial Security Advisor
Virginia Beach,
Virginia
|
$61万
|
-$337
|
-4
|
-0.1%
|
|
|
1962
|
Ipsen Advisor Group
Little Rock,
Arkansas
|
$60.8万
|
-$2.48万
|
-295
|
-4%
|
|
|
1963
|
Scotia Capital
Toronto,
Ontario, Canada
|
$60.8万
|
-$5.67万
|
-674
|
-9%
|
|
|
1964
|
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
|
$60.7万
|
-$1,599
|
-19
|
-0.3%
|
|
|
1965
|
RDA Financial Network
Akron,
Iowa
|
$60.7万
|
+$4.43万
|
+526
|
+8%
|
|
|
1966
|
Freedom Investment Management
Hartford,
Connecticut
|
$60.7万
|
+$6,311
|
+75
|
+1%
|
|
|
1967
|
Integrated Financial Solutions
Reston,
Virginia
|
$60.6万
|
-$10.3万
|
-1,230
|
-15%
|
|
|
1968
|
Financial Management Network
Mission Viejo,
California
|
$60.5万
|
-$3,955
|
-47
|
-0.7%
|
|
|
1969
|
Rose Capital Advisors
Miami Beach,
Florida
|
$60.5万
|
+$59.1万
|
+7,022
|
新規
|
|
|
1970
|
McGlone Suttner Wealth Management
Appleton,
Wisconsin
|
$60万
|
-$1.4万
|
-166
|
-2%
|
|
|
1971
|
Trademark Financial Management
Bloomington,
Minnesota
|
$59.9万
|
-$4.66万
|
-554
|
-7%
|
|
|
1972
|
Main Street Group
Glen Allen,
Virginia
|
$59.8万
|
–
|
–
|
–
|
|
|
1973
|
Truvestments Capital
Sarasota,
Florida
|
$59.5万
|
+$30.4万
|
+3,610
|
新規
|
|
|
1974
|
Red Door Wealth Management
Memphis,
Tennessee
|
$59.5万
|
+$168
|
+2
|
+0%
|
|
|
1975
|
Beacon Wealthcare LLC
Raleigh,
North Carolina
|
$59.4万
|
–
|
–
|
–
|
|
