|
1926
|
Morton Brown Family Wealth
Allentown,
Pennsylvania
|
US$2.16천
|
+US$2.05천
|
+3
|
신규
|
|
|
1927
|
CKW Financial Group
Honolulu,
Hawaii
|
US$2천
|
+US$2.05천
|
+3
|
신규
|
|
|
1928
|
Navigoe Wealth Management
Redondo Beach,
California
|
US$2천
|
+US$2.05천
|
+3
|
신규
|
|
|
1929
|
Seneschal Advisors
Tacoma,
Washington
|
US$1.44천
|
–
|
–
|
–
|
|
|
1930
|
Breakwater Investment Management
Seattle,
Washington
|
US$1.44천
|
+US$684
|
+1
|
+100%
|
|
|
1931
|
Atlantic Private Wealth
Chapel Hill,
North Carolina
|
US$1.44천
|
–
|
–
|
–
|
|
|
1932
|
Essential Partners
Rancho Santa Fe,
California
|
US$1.44천
|
–
|
–
|
–
|
|
|
1933
|
MPWM Advisory Solutions
Alpharetta,
Georgia
|
US$1.44천
|
–
|
–
|
–
|
|
|
1934
|
Financial Gravity Companies
Lakeway,
Texas
|
US$1.44천
|
+US$1.37천
|
+2
|
신규
|
|
|
1935
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
US$1.44천
|
+US$1.37천
|
+2
|
신규
|
|
|
1936
|
Spectrum Wealth Advisory Group
Granite Bay,
California
|
US$1.44천
|
+US$1.37천
|
+2
|
신규
|
|
|
1937
|
DecisionPoint Financial
Mesa,
Arizona
|
US$1.38천
|
+US$684
|
+1
|
+100%
|
|
|
1938
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
US$1천
|
–
|
–
|
–
|
|
|
1939
|
Quest 10 Wealth Builders
Fuquay-Varina,
Virginia
|
US$943
|
–
|
–
|
–
|
|
|
1940
|
West Branch Capital
Amherst,
Massachusetts
|
US$721
|
–
|
–
|
–
|
|
|
1941
|
Maryland Capital Advisors
Chester,
Maryland
|
US$721
|
+US$684
|
+1
|
신규
|
|
|
1942
|
IMA Advisory Services
Denver,
Colorado
|
US$720
|
–
|
–
|
–
|
|
|
1943
|
Mechanics Financial Corp
Mansfield,
Ohio
|
US$720
|
+US$684
|
+1
|
신규
|
|
|
1944
|
Tower Trust & Investment Company
Davenport,
Iowa
|
US$720
|
+US$684
|
+1
|
신규
|
|
|
1945
|
Sankala Group
Lyons,
Colorado
|
US$692
|
+US$684
|
+1
|
신규
|
|
|
1946
|
Cordant Inc
Portland,
Oregon
|
US$685
|
+US$684
|
+1
|
신규
|
|
|
1947
|
Darwin Wealth Management
Tampa,
Florida
|
US$165
|
–
|
–
|
–
|
|
|
1948
|
Select Equity Group
New York
|
–
|
-US$1.45억
|
-263,823
|
청산됨
|
|
|
1949
|
Allworth Financial
Folsom,
California
|
–
|
-US$4375만
|
-79,690
|
청산됨
|
|
|
1950
|
Trust Point Inc
La Crosse,
Wisconsin
|
–
|
-US$3871만
|
-70,508
|
청산됨
|
|
