|
1951
|
Hilton Head Capital Partners
Hilton Head Island,
South Carolina
|
$9.8万
|
+$2.14万
|
+74
|
+49%
|
|
|
1952
|
Napier Financial
Braintree,
Massachusetts
|
$9.7万
|
-$868
|
-3
|
-1%
|
|
|
1953
|
Toth Financial Advisory
Leesburg,
Virginia
|
$9.45万
|
-$868
|
-3
|
-1%
|
|
|
1954
|
Alerus Financial
Grand Forks,
North Dakota
|
$9.45万
|
–
|
–
|
–
|
|
|
1955
|
Kilter Group
Rhinebeck,
New York
|
$9.45万
|
+$6,074
|
+21
|
+11%
|
|
|
1956
|
Crewe Advisors
Salt Lake City,
Utah
|
$9.32万
|
+$6.25万
|
+216
|
新規
|
|
|
1957
|
Westfuller Advisors
New York
|
$9.21万
|
–
|
–
|
–
|
|
|
1958
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$9.19万
|
+$3.15万
|
+109
|
+105%
|
|
|
1959
|
Montag & Associates
Atlanta,
Georgia
|
$9.1万
|
–
|
–
|
–
|
|
|
1960
|
Westside Investment Management
Santa Monica,
California
|
$9.06万
|
-$2.89万
|
-100
|
-32%
|
|
|
1961
|
Anchor Investment Management
Columbia,
South Carolina
|
$8.77万
|
+$5,206
|
+18
|
+10%
|
|
|
1962
|
Oakworth Capital
Birmingham,
Alabama
|
$8.76万
|
–
|
–
|
–
|
|
|
1963
|
Walsh & Associates
Sarasota,
Florida
|
$8.63万
|
-$2.89万
|
-100
|
-33%
|
|
|
1964
|
Ramirez Asset Management
New York
|
$8.63万
|
–
|
–
|
–
|
|
|
1965
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$8.57万
|
+$1.5万
|
+52
|
+35%
|
|
|
1966
|
Piscataqua Savings Bank
Portsmouth,
New Hampshire
|
$8.54万
|
–
|
–
|
–
|
|
|
1967
|
Medallion Wealth Advisors
Farmington,
Connecticut
|
$8.37万
|
-$3.33万
|
-115
|
-37%
|
|
|
1968
|
Uniplan Investment Counsel
Milwaukee,
Wisconsin
|
$8.09万
|
+$5.41万
|
+187
|
新規
|
|
|
1969
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
$8.07万
|
+$2,025
|
+7
|
+4%
|
|
|
1970
|
First Financial Corp
Terre Haute,
Indiana
|
$8.07万
|
–
|
–
|
–
|
|
|
1971
|
Chapman Financial Group
Kailua,
Hawaii
|
$7.81万
|
+$2.4万
|
+83
|
+85%
|
|
|
1972
|
Elevation Wealth Partners
Santa Rosa,
California
|
$7.77万
|
+$5.12万
|
+177
|
+5,900%
|
|
|
1973
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$7.3万
|
–
|
–
|
–
|
|
|
1974
|
Thompson Investment Management
Madison,
Wisconsin
|
$7.29万
|
–
|
–
|
–
|
|
|
1975
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$7.21万
|
+$1.97万
|
+68
|
+69%
|
|
