|
1951
|
Riverview Trust Company
Vancouver,
Washington
|
$25万
|
–
|
–
|
–
|
|
|
1952
|
SimplyRich
Carlsbad,
California
|
$25万
|
+$28.5万
|
+2,405
|
新規
|
|
|
1953
|
Benchmark Financial Wealth Advisors
Boca Raton,
Florida
|
$25万
|
+$7.98万
|
+673
|
+39%
|
|
|
1954
|
Construction & Building Unions Superannuation Fund
Melbourne,
Australia
|
$25万
|
+$28.4万
|
+2,400
|
新規
|
|
|
1955
|
Becker Capital Management
Portland,
Oregon
|
$24.9万
|
+$3.45万
|
+291
|
+14%
|
|
|
1956
|
Schulhoff & Co
Cincinnati,
Ohio
|
$24.9万
|
–
|
–
|
–
|
|
|
1957
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$24.9万
|
-$2,133
|
-18
|
-0.7%
|
|
|
1958
|
Hamilton Point Investment Advisors
Chapel Hill,
North Carolina
|
$24.9万
|
–
|
–
|
–
|
|
|
1959
|
Carson Advisory
Athens,
Georgia
|
$24.9万
|
-$3,556
|
-30
|
-1%
|
|
|
1960
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$24.9万
|
-$9.26万
|
-781
|
-25%
|
|
|
1961
|
Annandale Capital
Dallas,
Texas
|
$24.8万
|
–
|
–
|
–
|
|
|
1962
|
First Western Trust Bank
Denver,
Colorado
|
$24.8万
|
-$356
|
-3
|
-0.1%
|
|
|
1963
|
Proathlete Wealth Management
Boca Raton,
Florida
|
$24.7万
|
+$593
|
+5
|
+0.2%
|
|
|
1964
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$24.7万
|
-$6.78万
|
-572
|
-19%
|
|
|
1965
|
Schaper Benz & Wise Investment Counsel
Neenah,
Wisconsin
|
$24.7万
|
–
|
–
|
–
|
|
|
1966
|
United Community Bank
Greenville,
South Carolina
|
$24.7万
|
-$237
|
-2
|
-0.1%
|
|
|
1967
|
Grandview Asset Management
Harrisburg,
Pennsylvania
|
$24.6万
|
+$2,015
|
+17
|
+0.7%
|
|
|
1968
|
JT Stratford LLC
Gainesville,
Georgia
|
$24.6万
|
+$474
|
+4
|
+0.2%
|
|
|
1969
|
Peddock Capital Advisors
Braintree,
Massachusetts
|
$24.6万
|
–
|
–
|
–
|
|
|
1970
|
Convergence Investment Partners
Palm Beach Gardens,
Florida
|
$24.5万
|
-$3.57万
|
-301
|
-11%
|
|
|
1971
|
Tucker Asset Management
Littleton,
Colorado
|
$24.5万
|
-$6,519
|
-55
|
-2%
|
|
|
1972
|
Gemmer Asset Management
Walnut Creek,
California
|
$24.5万
|
+$4,859
|
+41
|
+2%
|
|
|
1973
|
Mission Creek Capital Partners
San Francisco,
California
|
$24.4万
|
-$1.42万
|
-120
|
-5%
|
|
|
1974
|
Royal Capital Wealth Management
Carmel,
Indiana
|
$24.4万
|
-$1.46万
|
-123
|
-5%
|
|
|
1975
|
Inspire Advisors
Meridian,
Idaho
|
$24.4万
|
+$1,304
|
+11
|
+0.5%
|
|
