|
1951
|
E Fund Management
Guangzhou,
China
|
$40.2万
|
+$2.54万
|
+47
|
+6%
|
|
|
1952
|
Investment Research Partners
Lemont,
Pennsylvania
|
$40.1万
|
+$5.89万
|
+109
|
+16%
|
|
|
1953
|
Disciplined Investors
Waco,
Texas
|
$40.1万
|
+$1.3万
|
+24
|
+3%
|
|
|
1954
|
Northwest Financial Advisors
Herndon,
Virginia
|
$40万
|
+$541
|
+1
|
+0.1%
|
|
|
1955
|
Mason & Associates (California)
Los Angeles,
California
|
$39.9万
|
–
|
–
|
–
|
|
|
1956
|
Dynamic Wealth Strategies
Granite Bay,
California
|
$39.9万
|
+$4.7万
|
+87
|
+12%
|
|
|
1957
|
Claret Asset Management
Montreal,
Quebec, Canada
|
$39.9万
|
-$2.7万
|
-50
|
-6%
|
|
|
1958
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$39.9万
|
+$1,622
|
+3
|
+0.4%
|
|
|
1959
|
Adamsbrown Wealth Consultants
Wichita,
Kansas
|
$39.9万
|
+$8.87万
|
+164
|
+26%
|
|
|
1960
|
Orion Capital Management
Coronado,
California
|
$39.8万
|
+$541
|
+1
|
+0.1%
|
|
|
1961
|
Bank of New Hampshire
Laconia,
New Hampshire
|
$39.7万
|
-$4.76万
|
-88
|
-10%
|
|
|
1962
|
Occidental Asset Management
Burlingame,
California
|
$39.7万
|
-$4.05万
|
-75
|
-9%
|
|
|
1963
|
Bangor Savings Bank
Bangor,
Maine
|
$39.7万
|
-$7,028
|
-13
|
-2%
|
|
|
1964
|
Ducere Wealth Management
Newport Beach,
California
|
$39.7万
|
+$1.89万
|
+35
|
+5%
|
|
|
1965
|
BSW Wealth Partners
Boulder,
Colorado
|
$39.6万
|
-$6.54万
|
-121
|
-13%
|
|
|
1966
|
Matthew Hamilton Rosenberg
|
$39.6万
|
-$1.73万
|
-32
|
-4%
|
|
|
1967
|
Birchcreek Wealth Management
Miami Township,
Ohio
|
$39.6万
|
+$4.76万
|
+88
|
+13%
|
|
|
1968
|
Belfer Management
New York
|
$39.6万
|
–
|
–
|
–
|
|
|
1969
|
Atticus Wealth Management
Palm Beach Gardens,
Florida
|
$39.5万
|
+$7,028
|
+13
|
+2%
|
|
|
1970
|
Dodge & Cox
San Francisco,
California
|
$39.5万
|
–
|
–
|
–
|
|
|
1971
|
Plancorp LLC
Saint Louis,
Missouri
|
$39.4万
|
-$2.16万
|
-40
|
-5%
|
|
|
1972
|
CFM Wealth Partners
Austin,
Texas
|
$39.3万
|
–
|
–
|
–
|
|
|
1973
|
Philadelphia Investment Partners
Voorhees,
New Jersey
|
$39.2万
|
–
|
–
|
–
|
|
|
1974
|
|
$39.2万
|
-$4.05万
|
-75
|
-9%
|
|
|
1975
|
Community Trust & Investment
Versailles,
Kentucky
|
$39.2万
|
–
|
–
|
–
|
|
