|
1951
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$2.01万
|
+$9,491
|
+166
|
+78%
|
|
|
1952
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$2万
|
-$3,316
|
-58
|
-13%
|
|
|
1953
|
CDKV Holdings
Denver,
Colorado
|
$1.94万
|
+$1.63万
|
+285
|
+356%
|
|
|
1954
|
Citizens National Bank Trust Department
Meridian,
Mississippi
|
$1.91万
|
–
|
–
|
–
|
|
|
1955
|
Corsicana & Co
Corsicana,
Texas
|
$1.86万
|
+$1万
|
+175
|
+100%
|
|
|
1956
|
Clean Yield Group
Norwich,
Vermont
|
$1.85万
|
+$172
|
+3
|
+0.9%
|
|
|
1957
|
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
$1.74万
|
-$6,061
|
-106
|
-24%
|
|
|
1958
|
Perkins Coie Trust Company
Seattle,
Washington
|
$1.67万
|
–
|
–
|
–
|
|
|
1959
|
GoalVest Advisory
New York
|
$1.63万
|
–
|
–
|
–
|
|
|
1960
|
True Wealth Design
Akron,
Ohio
|
$1.59万
|
–
|
–
|
–
|
|
|
1961
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$1.59万
|
+$8,577
|
+150
|
+100%
|
|
|
1962
|
Your Advocates Ltd
Houston,
Texas
|
$1.59万
|
+$1.72万
|
+300
|
新規
|
|
|
1963
|
Midwest Capital Advisors
Grand Rapids,
Michigan
|
$1.56万
|
–
|
–
|
–
|
|
|
1964
|
Proathlete Wealth Management
Boca Raton,
Florida
|
$1.56万
|
+$2,001
|
+35
|
+14%
|
|
|
1965
|
MPWM Advisory Solutions
Alpharetta,
Georgia
|
$1.55万
|
+$1.43万
|
+250
|
+610%
|
|
|
1966
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$1.5万
|
+$114
|
+2
|
+0.7%
|
|
|
1967
|
Avion Wealth
The Woodlands,
Texas
|
$1.5万
|
+$286
|
+5
|
+2%
|
|
|
1968
|
MH & Associates Securities Management
Carlsbad,
California
|
$1.49万
|
–
|
–
|
–
|
|
|
1969
|
Wealth Enhancement Trust Services
Sioux Falls,
South Dakota
|
$1.49万
|
–
|
–
|
–
|
|
|
1970
|
Atlantic Edge Private Wealth Management
Jacksonville,
Florida
|
$1.38万
|
–
|
–
|
–
|
|
|
1971
|
Private Wealth Management Group
Princeton,
New Jersey
|
$1.37万
|
+$8,462
|
+148
|
+135%
|
|
|
1972
|
Montgomery Financial Services
Ocean City,
Maryland
|
$1.37万
|
+$1.48万
|
+258
|
新規
|
|
|
1973
|
IMG Wealth Management
Jacksonville,
Florida
|
$1.36万
|
+$4,917
|
+86
|
+50%
|
|
|
1974
|
Investors Portfolio Services
Puyallup,
Washington
|
$1.35万
|
-$5.21万
|
-912
|
-78%
|
|
|
1975
|
Virginia Estate & Retirement Planning Advisors
Glen Allen,
Virginia
|
$1.35万
|
-$2.37万
|
-414
|
-62%
|
|
