|
1926
|
Capital City Trust
Tallahassee,
Florida
|
$49.1万
|
–
|
–
|
–
|
|
|
1927
|
Braun-Bostich & Associates
Canonsburg,
Pennsylvania
|
$49万
|
-$3,076
|
-18
|
-0.7%
|
|
|
1928
|
Ridgecrest Wealth Partners
Mill Valley,
California
|
$49万
|
–
|
–
|
–
|
|
|
1929
|
Intelligence Driven Advisers
Carlsbad,
California
|
$49万
|
+$8,543
|
+50
|
+2%
|
|
|
1930
|
|
$48.9万
|
+$1.67万
|
+98
|
+4%
|
|
|
1931
|
Naples Global Advisors
Naples,
Florida
|
$48.9万
|
+$11.5万
|
+671
|
+35%
|
|
|
1932
|
Baker Boyer National Bank
Walla Walla,
Washington
|
$48.7万
|
–
|
–
|
–
|
|
|
1933
|
Fiduciary Financial Group
San Rafael,
California
|
$48.6万
|
+$43.6万
|
+2,553
|
新規
|
|
|
1934
|
ARWA LLC
Fort Worth,
Texas
|
$48.5万
|
-$24.9万
|
-1,459
|
-35%
|
|
|
1935
|
Burney Company
Reston,
Virginia
|
$48.4万
|
+$5.3万
|
+310
|
+14%
|
|
|
1936
|
Second Line Capital
Metairie,
Louisiana
|
$48.4万
|
+$2.39万
|
+140
|
+6%
|
|
|
1937
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
$48.2万
|
+$3.42万
|
+200
|
+9%
|
|
|
1938
|
Synergy Investment Management
Altamonte Springs,
Florida
|
$48.1万
|
-$4.12万
|
-241
|
-9%
|
|
|
1939
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$48.1万
|
-$33万
|
-1,930
|
-43%
|
|
|
1940
|
Clarus Group
Houston,
Texas
|
$48.1万
|
+$171
|
+1
|
+0%
|
|
|
1941
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$47.9万
|
+$171
|
+1
|
+0%
|
|
|
1942
|
D'Orazio & Associates
Falls Church,
Virginia
|
$47.9万
|
-$1.71万
|
-100
|
-4%
|
|
|
1943
|
Commonwealth Financial Services
Vienna,
West Virginia
|
$47.8万
|
-$3.13万
|
-183
|
-7%
|
|
|
1944
|
Summitry LLC
Foster City,
California
|
$47.7万
|
+$42.8万
|
+2,502
|
新規
|
|
|
1945
|
Franklin Street Advisors
Chapel Hill,
North Carolina
|
$47.6万
|
-$1.11万
|
-65
|
-3%
|
|
|
1946
|
Farrell Financial
Orchard Park,
New York
|
$47.6万
|
+$513
|
+3
|
+0.1%
|
|
|
1947
|
Eagle Rock Investment Company
Atlanta,
Georgia
|
$47.4万
|
+$8,372
|
+49
|
+2%
|
|
|
1948
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$47.3万
|
–
|
–
|
–
|
|
|
1949
|
LMCG Investments
Boston,
Massachusetts
|
$47.3万
|
+$42.4万
|
+2,482
|
新規
|
|
|
1950
|
Richard C. Young & Co
Newport,
Rhode Island
|
$47.3万
|
+$42.4万
|
+2,481
|
新規
|
|
