|
1951
|
Lotus Technology Management
Orlando,
Florida
|
$375万
|
+$320万
|
+3,128
|
新規
|
|
|
1952
|
XXI Wealth LLC
Chicago,
Illinois
|
$375万
|
+$8.79万
|
+86
|
+3%
|
|
|
1953
|
Bosman Wealth Management
Redlands,
California
|
$375万
|
+$319万
|
+3,124
|
新規
|
|
|
1954
|
Howland Capital Management
Boston,
Massachusetts
|
$374万
|
-$26万
|
-254
|
-8%
|
|
|
1955
|
Somerset Group
Wayzata,
Minnesota
|
$374万
|
–
|
–
|
–
|
|
|
1956
|
Brookwood Investment Group
Phoenix,
Arizona
|
$373万
|
+$7.97万
|
+78
|
+3%
|
|
|
1957
|
True North Advisors
Dallas,
Texas
|
$373万
|
-$15.4万
|
-151
|
-5%
|
|
|
1958
|
Blue Capital Inc
Omaha,
Nebraska
|
$373万
|
-$52.2万
|
-511
|
-14%
|
|
|
1959
|
Rollins Financial Advisors
New York City,
New York
|
$372万
|
+$151万
|
+1,475
|
+90%
|
|
|
1960
|
Reliant Investment Partners
Pinehurst,
North Carolina
|
$372万
|
-$4.7万
|
-46
|
-1%
|
|
|
1961
|
Marino Stram & Associates
Braintree,
Massachusetts
|
$371万
|
-$3.07万
|
-30
|
-1%
|
|
|
1962
|
JCIC Asset Management
Toronto,
Ontario, Canada
|
$370万
|
–
|
–
|
–
|
|
|
1963
|
Henson-Edgewater Management
Avon,
Ohio
|
$370万
|
+$5.11万
|
+50
|
+2%
|
|
|
1964
|
Drive Wealth Management
Lehi,
Utah
|
$369万
|
+$13.1万
|
+128
|
+4%
|
|
|
1965
|
Alta Advisers
London,
United Kingdom
|
$369万
|
–
|
–
|
–
|
|
|
1966
|
CVA Family Office
Denver,
Colorado
|
$369万
|
+$3.07万
|
+30
|
+1%
|
|
|
1967
|
Marvin & Palmer Associates
Wilmington,
Delaware
|
$368万
|
+$313万
|
+3,065
|
新規
|
|
|
1968
|
Machina Capital
Paris,
France
|
$366万
|
+$312万
|
+3,054
|
新規
|
|
|
1969
|
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
$366万
|
+$8.79万
|
+86
|
+3%
|
|
|
1970
|
Fortitude Family Office
Scottsdale,
Arizona
|
$365万
|
+$5.31万
|
+52
|
+2%
|
|
|
1971
|
Brick & Kyle Associates
Newtown,
Pennsylvania
|
$365万
|
–
|
–
|
–
|
|
|
1972
|
Triumph Capital Management
Denver,
Colorado
|
$364万
|
+$68.8万
|
+673
|
+28%
|
|
|
1973
|
CMG Global Holdings
Plano,
Texas
|
$364万
|
-$9.8万
|
-96
|
-3%
|
|
|
1974
|
Chesapeake Wealth Management
Williamsburg,
Virginia
|
$364万
|
-$11.3万
|
-111
|
-4%
|
|
|
1975
|
Ceeto Capital Group
Coral Gables,
Florida
|
$363万
|
–
|
–
|
–
|
|
