|
1951
|
Reynders McVeigh Capital Management
Boston,
Massachusetts
|
$180万
|
-$17万
|
-1,625
|
-10%
|
|
|
1952
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$180万
|
-$1.8万
|
-172
|
-1%
|
|
|
1953
|
Westside Investment Management
Santa Monica,
California
|
$180万
|
+$105
|
+1
|
+0%
|
|
|
1954
|
Holt Capital Partners
Fort Worth,
Texas
|
$179万
|
–
|
–
|
–
|
|
|
1955
|
Fort Point Capital Partners
San Francisco,
California
|
$179万
|
+$55.1万
|
+5,266
|
+53%
|
|
|
1956
|
Creekside Partners
Petaluma,
California
|
$179万
|
-$2.35万
|
-225
|
-1%
|
|
|
1957
|
Pines Wealth Management
Southern Pines,
North Carolina
|
$179万
|
-$22.6万
|
-2,160
|
-12%
|
|
|
1958
|
Allen Investment Management
New York
|
$178万
|
+$7,216
|
+69
|
+0.5%
|
|
|
1959
|
WoodTrust Financial
Wisconsin Rapids,
Wisconsin
|
$178万
|
+$5,124
|
+49
|
+0.3%
|
|
|
1960
|
Institute for Wealth Management
Denver,
Colorado
|
$177万
|
-$31万
|
-2,961
|
-16%
|
|
|
1961
|
HighPoint Advisor Group
Downers Grove,
Illinois
|
$177万
|
-$225万
|
-21,555
|
-59%
|
|
|
1962
|
Opal Wealth Advisors
Jericho,
New York
|
$177万
|
-$28.4万
|
-2,718
|
-15%
|
|
|
1963
|
Insight 2811 Inc
Chicago,
Illinois
|
$177万
|
+$3,974
|
+38
|
+0.3%
|
|
|
1964
|
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
$177万
|
-$8.91万
|
-852
|
-5%
|
|
|
1965
|
Clarity Wealth Advisors
San Jose,
California
|
$176万
|
-$3,033
|
-29
|
-0.2%
|
|
|
1966
|
Buckland Partners Management Co
Harrison,
New York
|
$176万
|
–
|
–
|
–
|
|
|
1967
|
RBF Capital
San Francisco,
California
|
$176万
|
–
|
–
|
–
|
|
|
1968
|
Viking Fund Management
Minot,
North Dakota
|
$176万
|
–
|
–
|
–
|
|
|
1969
|
Everstar Asset Management
Mooresville,
North Carolina
|
$176万
|
-$28.7万
|
-2,744
|
-15%
|
|
|
1970
|
Minot DeBlois Advisors
Boston,
Massachusetts
|
$175万
|
-$6.62万
|
-633
|
-4%
|
|
|
1971
|
Perryman Financial Advisory
Dallas,
Texas
|
$175万
|
+$4,706
|
+45
|
+0.3%
|
|
|
1972
|
Precedent Wealth Partners
Houston,
Texas
|
$175万
|
+$73.7万
|
+7,047
|
+90%
|
|
|
1973
|
Delta Asset Management
Memphis,
Tennessee
|
$174万
|
+$105
|
+1
|
+0%
|
|
|
1974
|
Auxano Advisors
Bellevue,
Washington
|
$174万
|
-$2.69万
|
-257
|
-2%
|
|
|
1975
|
Advisory Alpha
Holland,
Michigan
|
$174万
|
+$36.5万
|
+3,489
|
+31%
|
|
