|
1951
|
Ninepoint Partners
Toronto,
Ontario, Canada
|
US$185萬
|
+US$175萬
|
+4,394
|
新
|
|
|
1952
|
Great Waters Wealth Management
Shoreview,
Minnesota
|
US$185萬
|
-US$2.55萬
|
-64
|
-1%
|
|
|
1953
|
Kera Capital Partners
San Jose,
California
|
US$185萬
|
+US$35.1萬
|
+882
|
+25%
|
|
|
1954
|
Marin Bay Wealth Advisors
San Anselmo,
California
|
US$184萬
|
-US$6.96萬
|
-175
|
-4%
|
|
|
1955
|
Integrity Advisory Solutions
Dallas,
Texas
|
US$184萬
|
+US$95.5萬
|
+2,401
|
+122%
|
|
|
1956
|
M3 Advisory Group
Needham Heights,
Massachusetts
|
US$184萬
|
+US$3.7萬
|
+93
|
+2%
|
|
|
1957
|
Pacific Capital Wealth Advisors
Corona,
California
|
US$184萬
|
-US$2.39萬
|
-60
|
-1%
|
|
|
1958
|
Ethos Capital Management
Newtown,
Pennsylvania
|
US$184萬
|
+US$174萬
|
+4,364
|
新
|
|
|
1959
|
MidFirst Bank
Oklahoma City,
Oklahoma
|
US$183萬
|
+US$4.02萬
|
+101
|
+2%
|
|
|
1960
|
JB Capital
Wethersfield,
Connecticut
|
US$183萬
|
+US$1.07萬
|
+27
|
+0.6%
|
|
|
1961
|
YANKCOM Partnership
Yankton,
South Dakota
|
US$183萬
|
+US$10.1萬
|
+254
|
+6%
|
|
|
1962
|
Compass Capital Corp
Braintree,
Massachusetts
|
US$182萬
|
-US$64.8萬
|
-1,629
|
-23%
|
|
|
1963
|
Wheelhouse Advisory Group
St. Louis,
Missouri
|
US$182萬
|
+US$2,386
|
+6
|
+0.1%
|
|
|
1964
|
Frederick Financial Consultants
Frederick,
Maryland
|
US$181萬
|
+US$1.23萬
|
+31
|
+0.7%
|
|
|
1965
|
Friday Financial
Dubuque,
Iowa
|
US$181萬
|
-US$1,193
|
-3
|
-0.1%
|
|
|
1966
|
Somerset Trust
Somerset,
Pennsylvania
|
US$180萬
|
+US$6,761
|
+17
|
+0.4%
|
|
|
1967
|
Meridian Financial Partners
Warrenton,
Virginia
|
US$180萬
|
+US$2.51萬
|
+63
|
+1%
|
|
|
1968
|
D.B. Root & Company
Pittsburgh,
Pennsylvania
|
US$180萬
|
+US$35.3萬
|
+888
|
+26%
|
|
|
1969
|
|
US$180萬
|
-US$53.9萬
|
-1,356
|
-24%
|
|
|
1970
|
Independent Wealth Network
Urbandale,
Iowa
|
US$179萬
|
+US$16.7萬
|
+421
|
+11%
|
|
|
1971
|
North Berkeley Wealth Management
Berkeley,
California
|
US$179萬
|
–
|
–
|
–
|
|
|
1972
|
South Plains Financial
Lubbock,
Texas
|
US$178萬
|
-US$3.46萬
|
-87
|
-2%
|
|
|
1973
|
FORA Capital
Miami,
Florida
|
US$178萬
|
+US$124萬
|
+3,129
|
+283%
|
|
|
1974
|
Cadia Private Client
Parsippany,
New Jersey
|
US$178萬
|
+US$2,784
|
+7
|
+0.2%
|
|
|
1975
|
Winter & Associates
St. Paul,
Minnesota
|
US$178萬
|
–
|
–
|
–
|
|
