|
1951
|
Precision Wealth Strategies
Saint Louis,
Missouri
|
US$20.3萬
|
+US$19.5萬
|
+1,473
|
新
|
|
|
1952
|
Gross & Hartman Investments
Leola,
Pennsylvania
|
US$20.2萬
|
+US$19.4萬
|
+1,470
|
新
|
|
|
1953
|
Stonebridge Capital Advisors
St Paul,
Minnesota
|
US$20.2萬
|
+US$19.4萬
|
+1,469
|
新
|
|
|
1954
|
Sunburst Financial Group
Vestavia Hills,
Alabama
|
US$20.2萬
|
+US$19.4萬
|
+1,469
|
新
|
|
|
1955
|
Synergy Asset Management
Vancouver,
Washington
|
US$20.2萬
|
+US$19.4萬
|
+1,467
|
新
|
|
|
1956
|
First National Advisers
Omaha,
Nebraska
|
US$20.2萬
|
+US$19.4萬
|
+1,466
|
新
|
|
|
1957
|
AmeriFlex Group
Las Vegas,
Nevada
|
US$20.1萬
|
+US$5.68萬
|
+430
|
+42%
|
|
|
1958
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
US$20.1萬
|
+US$19.3萬
|
+1,465
|
新
|
|
|
1959
|
Jackson Square Capital
San Francisco,
California
|
US$20.1萬
|
+US$19.3萬
|
+1,460
|
新
|
|
|
1960
|
FSR Wealth Management
Elmhurst,
Illinois
|
US$20.1萬
|
-US$4.24萬
|
-321
|
-18%
|
|
|
1961
|
Waddell & Associates
Memphis,
Tennessee
|
US$20萬
|
-US$8.11萬
|
-614
|
-30%
|
|
|
1962
|
Safe Harbor Family Capital
Chapel Hill,
North Carolina
|
US$20萬
|
–
|
–
|
–
|
|
|
1963
|
ESL Trust Services
Rochester,
New York
|
US$19.7萬
|
+US$18.5萬
|
+1,403
|
+5,396%
|
|
|
1964
|
Atlantic Private Wealth
Chapel Hill,
North Carolina
|
US$19.5萬
|
+US$264
|
+2
|
+0.1%
|
|
|
1965
|
Downshift Financial
Boulder,
Colorado
|
US$19萬
|
+US$18.3萬
|
+1,384
|
新
|
|
|
1966
|
CDKV Holdings
Denver,
Colorado
|
US$18.9萬
|
-US$5.28萬
|
-400
|
-23%
|
|
|
1967
|
BankPlus Trust Department
Jackson,
Mississippi
|
US$18.7萬
|
+US$2.24萬
|
+170
|
+14%
|
|
|
1968
|
Harbor Asset Planning
Belmont,
Massachusetts
|
US$18.4萬
|
-US$1,717
|
-13
|
-1%
|
|
|
1969
|
Evermay Wealth Management
Arlington,
Virginia
|
US$18.4萬
|
–
|
–
|
–
|
|
|
1970
|
Allspring Global Investments
Charlotte,
North Carolina
|
US$18.3萬
|
-US$18.2萬
|
-1,382
|
-51%
|
|
|
1971
|
Cardinal Strategic Wealth Guidance
Louisville,
Kentucky
|
US$18.2萬
|
–
|
–
|
–
|
|
|
1972
|
TFC Financial Management
Boston,
Massachusetts
|
US$17.2萬
|
+US$132
|
+1
|
+0.1%
|
|
|
1973
|
Basepoint Wealth
Cedar Rapids,
Iowa
|
US$16.7萬
|
–
|
–
|
–
|
|
|
1974
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
US$16.6萬
|
+US$8.77萬
|
+664
|
+100%
|
|
|
1975
|
Wolff Wiese Magana
Carslbad,
California
|
US$16.5萬
|
–
|
–
|
–
|
|
