|
1951
|
Wellspring Financial Advisors
Cleveland,
Ohio
|
$95.6万
|
-$9,070
|
-36
|
-1%
|
|
|
1952
|
Fort Point Capital Partners
San Francisco,
California
|
$95.5万
|
-$252
|
-1
|
-0%
|
|
|
1953
|
Strategic Financial Concepts
San Antonio,
Texas
|
$95.3万
|
-$8.54万
|
-339
|
-9%
|
|
|
1954
|
Grant Private Wealth Management
Pleasanton,
California
|
$95.2万
|
+$11.1万
|
+439
|
+15%
|
|
|
1955
|
Tableaux
Stockbridge,
Massachusetts
|
$95.1万
|
-$18.1万
|
-719
|
-18%
|
|
|
1956
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$94.9万
|
-$2.95万
|
-117
|
-3%
|
|
|
1957
|
CLG LLC
Long Beach,
California
|
$94.7万
|
+$2.92万
|
+116
|
+4%
|
|
|
1958
|
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
$94.6万
|
+$7,558
|
+30
|
+0.9%
|
|
|
1959
|
Towarzystwo Funduszy Inwestycyjnych PZU SA
Warsaw,
|
$94.3万
|
+$4.84万
|
+192
|
+6%
|
|
|
1960
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$94.3万
|
-$2,771
|
-11
|
-0.3%
|
|
|
1961
|
LaSalle St. Investment Advisors
Elmhurst,
Illinois
|
$94.2万
|
-$9,070
|
-36
|
-1%
|
|
|
1962
|
Southeast Asset Advisors
Thomasville,
Georgia
|
$94万
|
–
|
–
|
–
|
|
|
1963
|
Prelude Capital Management
New York
|
$94万
|
+$84.2万
|
+3,342
|
新規
|
|
|
1964
|
Peak Asset Management
Louisville,
Colorado
|
$93.9万
|
+$4.96万
|
+197
|
+6%
|
|
|
1965
|
Bouchey Financial Group
Troy,
New York
|
$93.8万
|
+$6.55万
|
+260
|
+8%
|
|
|
1966
|
Palisade Capital Management
Fort Lee,
New Jersey
|
$93.7万
|
-$1.71万
|
-68
|
-2%
|
|
|
1967
|
Manske Wealth Management
Houston,
Texas
|
$93.6万
|
-$1,008
|
-4
|
-0.1%
|
|
|
1968
|
Gilbert & Cook
West Des Moines,
Iowa
|
$93.5万
|
-$4.08万
|
-162
|
-5%
|
|
|
1969
|
Wimmer Associates 1
Pasadena,
California
|
$93.4万
|
-$3.4万
|
-135
|
-4%
|
|
|
1970
|
Pasadena Private Wealth
Pasadena,
California
|
$93.4万
|
+$7.05万
|
+280
|
+9%
|
|
|
1971
|
Geometric Wealth Advisors
Washington,
District of Columbia
|
$93.4万
|
+$4,787
|
+19
|
+0.6%
|
|
|
1972
|
Tred Avon Family Wealth
Easton,
Maryland
|
$93.2万
|
-$8,818
|
-35
|
-1%
|
|
|
1973
|
ABN AMRO Bank
Amsterdam,
Netherlands
|
$93.2万
|
+$37.9万
|
+1,504
|
+83%
|
|
|
1974
|
Virtue Capital Management
Brentwood,
Tennessee
|
$93.1万
|
+$20.8万
|
+824
|
+33%
|
|
|
1975
|
Tripletail Wealth Management
Orlando,
Florida
|
$93万
|
-$1.89万
|
-75
|
-2%
|
|
