|
1926
|
Sonoma Allocations
Santa Rosa,
California
|
US$26.2만
|
–
|
–
|
–
|
|
|
1927
|
Old Peak Finance
Chapel Hill,
North Carolina
|
US$26.1만
|
–
|
–
|
–
|
|
|
1928
|
Strategic Blueprint
Atlanta,
Georgia
|
US$26.1만
|
+US$7.3천
|
+71
|
+3%
|
|
|
1929
|
NovaPoint Capital
Atlanta,
Georgia
|
US$26만
|
+US$25.8만
|
+2,506
|
신규
|
|
|
1930
|
McDonald Partners
Cleveland,
Ohio
|
US$26만
|
–
|
–
|
–
|
|
|
1931
|
Brown, Lisle/Cummings
Providence,
Rhode Island
|
US$26만
|
–
|
–
|
–
|
|
|
1932
|
Mogy Joel R Investment Counsel
Beverly Hills,
California
|
US$26만
|
–
|
–
|
–
|
|
|
1933
|
Churchill Financial Advisors
Louisville,
Kentucky
|
US$25.9만
|
+US$103
|
+1
|
+0%
|
|
|
1934
|
SharpePoint
Phoenix,
Arizona
|
US$25.9만
|
+US$3.81천
|
+37
|
+2%
|
|
|
1935
|
Keebeck Wealth Management
Chicago,
Illinois
|
US$25.9만
|
–
|
–
|
–
|
|
|
1936
|
Cooper/Haims Advisors
Victor,
New York
|
US$25.8만
|
-US$1.23천
|
-12
|
-0.5%
|
|
|
1937
|
Northwest Bancshares
Warren,
Pennsylvania
|
US$25.7만
|
–
|
–
|
–
|
|
|
1938
|
Abbot Financial Management
Andover,
Massachusetts
|
US$25.7만
|
+US$25.4만
|
+2,471
|
신규
|
|
|
1939
|
Opulen Financial Group
Arlington,
Virginia
|
US$25.6만
|
+US$3.91천
|
+38
|
+2%
|
|
|
1940
|
Sachetta
Lynnfield,
Massachusetts
|
US$25.5만
|
-US$1.23천
|
-12
|
-0.5%
|
|
|
1941
|
Moss Adams Wealth Advisors
Seattle,
Washington
|
US$25.5만
|
–
|
–
|
–
|
|
|
1942
|
WP Advisors
San Francisco,
California
|
US$25.4만
|
-US$31만
|
-3,018
|
-55%
|
|
|
1943
|
Advus Financial Partners
Winter Park,
Florida
|
US$25.3만
|
+US$25.1만
|
+2,439
|
신규
|
|
|
1944
|
Adkins Seale Capital Management
Shreveport,
Louisiana
|
US$25.2만
|
–
|
–
|
–
|
|
|
1945
|
Tannin Capital
Charlotte,
North Carolina
|
US$25.1만
|
–
|
–
|
–
|
|
|
1946
|
Widmann Financial Services
Bowie,
Maryland
|
US$25.1만
|
–
|
–
|
–
|
|
|
1947
|
Brady Martz Wealth Solutions
Grand Forks,
North Dakota
|
US$25.1만
|
–
|
–
|
–
|
|
|
1948
|
Canvas Wealth Advisors
Shawnee,
Kansas
|
US$25.1만
|
–
|
–
|
–
|
|
|
1949
|
Summit Investment Advisory Services
Roseville,
Minnesota
|
US$25만
|
–
|
–
|
–
|
|
|
1950
|
Lafayette Investments
Ashton,
Maryland
|
US$25만
|
–
|
–
|
–
|
|
