|
1951
|
Hofer & Associates
Thousand Oaks,
California
|
$1.43億
|
-$6350万
|
-31%
|
1.85%
|
61.7%
|
130
|
86.15%
|
0.8
|
|
|
1952
|
Red Crane Wealth Management
San Francisco,
California
|
$1.43億
|
+$740万
|
+5%
|
1.85%
|
–
|
82
|
8.54%
|
1.4
|
|
|
1953
|
SIMA Wealth Partners
North Chesterfield,
Virginia
|
$1.43億
|
+$221万
|
+2%
|
0.55%
|
–
|
138
|
5.8%
|
2
|
|
|
1954
|
Slocum, Gordon & Co
Newport,
Rhode Island
|
$1.43億
|
-$722万
|
-5%
|
2.53%
|
65.3%
|
72
|
11.11%
|
2.4
|
|
|
1955
|
Sacks & Associates
Warren,
New Jersey
|
$1.43億
|
-$499万
|
-3%
|
0.31%
|
–
|
83
|
8.43%
|
0.7
|
|
|
1956
|
NorthLanding Financial Partners
Rochester,
New York
|
$1.43億
|
-$186万
|
-1%
|
0.1%
|
54.7%
|
46
|
6.52%
|
3.1
|
|
|
1957
|
Mallini Complete Financial Planning
Gainesville,
Florida
|
$1.43億
|
+$250万
|
+2%
|
1.23%
|
–
|
73
|
4.11%
|
1.3
|
|
|
1958
|
Marrick Wealth
Irvine,
California
|
$1.42億
|
+$158万
|
+1%
|
0.19%
|
–
|
63
|
3.17%
|
0.6
|
|
|
1959
|
Tenet Wealth Partners
Champaign,
Illinois
|
$1.42億
|
+$785万
|
+6%
|
0.8%
|
–
|
112
|
14.29%
|
0.2
|
|
|
1960
|
Greg Jennings, LLC
Dewitt,
New York
|
$1.42億
|
–
|
–
|
6.33%
|
–
|
49
|
–
|
0
|
|
|
1961
|
Ulland Investment Advisors
Minneapolis,
Minnesota
|
$1.42億
|
+$672万
|
+5%
|
1.64%
|
161%
|
240
|
7.92%
|
3
|
|
|
1962
|
Blueline Advisors
Exeter,
New Hampshire
|
$1.42億
|
-$252万
|
-2%
|
1.22%
|
–
|
297
|
25.25%
|
0.6
|
|
|
1963
|
R.H. Dinel Investment Counsel
Los Angeles,
California
|
$1.42億
|
+$1131万
|
+9%
|
14.6%
|
55.9%
|
40
|
2.5%
|
10.7
|
|
|
1964
|
LifePlan Financial
Mankato,
Minnesota
|
$1.41億
|
-$151万
|
-1%
|
2.3%
|
69.9%
|
95
|
10.53%
|
1.9
|
|
|
1965
|
Magnolia Capital Management
Cold Spring,
New York
|
$1.41億
|
-$367万
|
-3%
|
1.26%
|
85.9%
|
75
|
5.33%
|
4.7
|
|
|
1966
|
Rhodes Investment Advisors
Fort Worth,
Texas
|
$1.41億
|
+$511万
|
+4%
|
4%
|
–
|
141
|
21.99%
|
0.6
|
|
|
1967
|
Western Reserve Capital Management
Hudson,
Ohio
|
$1.41億
|
+$609万
|
+5%
|
1.32%
|
–
|
54
|
1.85%
|
0.7
|
|
|
1968
|
Sherman Wealth Management
Gaithersburg,
Maryland
|
$1.41億
|
+$794万
|
+6%
|
1.02%
|
–
|
88
|
9.09%
|
0.7
|
|
|
1969
|
Daytona Street Capital
Saint Louis,
Missouri
|
$1.41億
|
+$361万
|
+3%
|
0.22%
|
–
|
319
|
21.63%
|
0.6
|
|
|
1970
|
Partnership Wealth Management
Towson,
Maryland
|
$1.4億
|
-$778万
|
-5%
|
1.26%
|
67.6%
|
69
|
5.8%
|
2.4
|
|
|
1971
|
Uptown Financial Advisors
Dallas,
Texas
|
$1.4億
|
-$1177万
|
-8%
|
0.5%
|
–
|
93
|
22.58%
|
1.5
|
|
|
1972
|
North Capital
Salt Lake City,
Utah
|
$1.4億
|
+$770万
|
+6%
|
0.9%
|
–
|
111
|
21.62%
|
1.2
|
|
|
1973
|
Nearside Advisors, LLC
Indianapolis,
Indiana
|
$1.4億
|
–
|
–
|
1.05%
|
–
|
47
|
–
|
0
|
|
|
1974
|
Journey Retirement Planning & Investment Management
Ammon,
Idaho
|
$1.4億
|
+$1130万
|
+9%
|
4.21%
|
–
|
181
|
20.99%
|
0.6
|
|
|
1975
|
Integrated Capital Management (Pennsylvania)
Jessup,
Pennsylvania
|
$1.39億
|
-$383万
|
-3%
|
1.35%
|
39.7%
|
66
|
13.64%
|
2.9
|
|