|
1926
|
Excalibur Management
Waltham,
Massachusetts
|
$24.9万
|
–
|
–
|
–
|
|
|
1927
|
Prasad Wealth Partners
Independence,
Ohio
|
$24.8万
|
-$1.69万
|
-76
|
-6%
|
|
|
1928
|
GDS Wealth Management
Flower Mound,
Texas
|
$24.8万
|
-$1.33万
|
-60
|
-5%
|
|
|
1929
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$24.8万
|
+$24.8万
|
+1,113
|
新規
|
|
|
1930
|
HC Advisors
Sandy Springs,
Georgia
|
$24.8万
|
–
|
–
|
–
|
|
|
1931
|
Everpar Advisors
Tulsa,
Oklahoma
|
$24.7万
|
+$24.6万
|
+1,108
|
新規
|
|
|
1932
|
First National Bank Sioux Falls
Sioux Falls,
South Dakota
|
$24.6万
|
–
|
–
|
–
|
|
|
1933
|
Brighton Securities
Rochester,
New York
|
$24.6万
|
-$8,229
|
-37
|
-3%
|
|
|
1934
|
Midway Capital Research & Management
Chicago,
Illinois
|
$24.5万
|
–
|
–
|
–
|
|
|
1935
|
Magnolia Capital Advisors
Jackson,
Mississippi
|
$24.5万
|
+$24.5万
|
+1,100
|
新規
|
|
|
1936
|
S&CO Inc
Boston,
Massachusetts
|
$24.5万
|
–
|
–
|
–
|
|
|
1937
|
SGL Investment Advisors
Missoula,
Montana
|
$24.5万
|
-$3.8万
|
-171
|
-14%
|
|
|
1938
|
J. Derek Lewis & Associates
Newport Beach,
California
|
$24.5万
|
+$3.25万
|
+146
|
+15%
|
|
|
1939
|
Cannon Wealth Management Services
Winston Salem,
North Carolina
|
$24.4万
|
-$2,669
|
-12
|
-1%
|
|
|
1940
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$24.4万
|
–
|
–
|
–
|
|
|
1941
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$24.4万
|
-$3,559
|
-16
|
-1%
|
|
|
1942
|
Berger Financial Group
Plymouth,
Minnesota
|
$24.3万
|
-$8.72万
|
-392
|
-26%
|
|
|
1943
|
Impact Capital Partners
Greenwood Village,
Colorado
|
$24.3万
|
+$1.89万
|
+85
|
+8%
|
|
|
1944
|
James Hambro & Partners
London,
United Kingdom
|
$24.3万
|
+$24.2万
|
+1,090
|
新規
|
|
|
1945
|
Sargent Investment Group
Bethesda,
Maryland
|
$24.3万
|
-$667
|
-3
|
-0.3%
|
|
|
1946
|
Wealth Management Associates
Cherry Hill,
New Jersey
|
$24.2万
|
–
|
–
|
–
|
|
|
1947
|
Root Financial Partners
Encinitas,
California
|
$24.2万
|
-$2.91万
|
-131
|
-11%
|
|
|
1948
|
Nadler Financial Group
Deerfield,
Illinois
|
$24.2万
|
–
|
–
|
–
|
|
|
1949
|
Acropolis Investment Management
St. Louis,
Missouri
|
$24.2万
|
+$222
|
+1
|
+0.1%
|
|
|
1950
|
Trilogy Capital
Irvine,
California
|
$24.2万
|
-$2.82万
|
-127
|
-10%
|
|
