|
1951
|
Elevation Wealth Partners
Santa Rosa,
California
|
US$395萬
|
-US$33.2萬
|
-581
|
-8%
|
|
|
1952
|
RFP Financial Group
Atlanta,
Georgia
|
US$394萬
|
+US$272萬
|
+4,757
|
+292%
|
|
|
1953
|
Beacon Financial Advisory
Cleveland,
Ohio
|
US$394萬
|
-US$50萬
|
-875
|
-12%
|
|
|
1954
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
US$393萬
|
+US$12.9萬
|
+226
|
+4%
|
|
|
1955
|
First Interstate Bank
Billings,
Montana
|
US$392萬
|
+US$40.1萬
|
+702
|
+12%
|
|
|
1956
|
First United Bank & Trust
Oakland,
Maryland
|
US$392萬
|
-US$8.92萬
|
-156
|
-2%
|
|
|
1957
|
FSM Wealth Advisors
Cleveland,
Ohio
|
US$391萬
|
+US$134萬
|
+2,349
|
+60%
|
|
|
1958
|
Boston Trust Walden
Boston,
Massachusetts
|
US$390萬
|
+US$28.2萬
|
+493
|
+8%
|
|
|
1959
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
US$390萬
|
-US$2.92萬
|
-51
|
-0.8%
|
|
|
1960
|
Holistic Planning
Nacogdoches,
Texas
|
US$390萬
|
-US$50.5萬
|
-883
|
-12%
|
|
|
1961
|
Stephenson & Company
San Clemente,
California
|
US$390萬
|
+US$1,715
|
+3
|
+0%
|
|
|
1962
|
Paradigm Strategies in Wealth Management
Maple Grove,
Minnesota
|
US$390萬
|
-US$1.71萬
|
-30
|
-0.5%
|
|
|
1963
|
Abacus Planning Group
Columbia,
South Carolina
|
US$389萬
|
-US$5.26萬
|
-92
|
-1%
|
|
|
1964
|
Farmers National Bank
Danville,
Kentucky
|
US$389萬
|
-US$4.12萬
|
-72
|
-1%
|
|
|
1965
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
US$389萬
|
-US$2,287
|
-4
|
-0.1%
|
|
|
1966
|
Stonebridge Financial Group (Pennsylvania)
Wormleysburg,
Pennsylvania
|
US$388萬
|
-US$51.7萬
|
-905
|
-13%
|
|
|
1967
|
Colonial Trust
Spartanburg,
South Carolina
|
US$387萬
|
+US$2.34萬
|
+41
|
+0.7%
|
|
|
1968
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
US$386萬
|
+US$176萬
|
+3,076
|
+97%
|
|
|
1969
|
Councilmark Asset Management
Knoxville,
Tennessee
|
US$386萬
|
–
|
–
|
–
|
|
|
1970
|
Opal Wealth Advisors
Jericho,
New York
|
US$386萬
|
-US$17.9萬
|
-314
|
-5%
|
|
|
1971
|
BCM Advisors
Lafayette,
Louisiana
|
US$385萬
|
–
|
–
|
–
|
|
|
1972
|
OFC Financial Planning
Short Hills,
New Jersey
|
US$385萬
|
-US$1.09萬
|
-19
|
-0.3%
|
|
|
1973
|
Affiance Financial
St. Louis Park,
Minnesota
|
US$385萬
|
+US$1.43萬
|
+25
|
+0.4%
|
|
|
1974
|
Tanglewood Legacy Advisors
Houston,
Texas
|
US$384萬
|
+US$1.43萬
|
+25
|
+0.4%
|
|
|
1975
|
LOM Asset Management
Hamilton,
|
US$384萬
|
+US$355萬
|
+6,207
|
新
|
|
