|
1951
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$16.9万
|
-$1.68万
|
-529
|
-9%
|
|
|
1952
|
ZEGA Investments
Palm Beach Gardens,
Florida
|
$16.5万
|
+$16.5万
|
+5,203
|
新規
|
|
|
1953
|
Rice Partnership
Honolulu,
Hawaii
|
$16.4万
|
–
|
–
|
–
|
|
|
1954
|
CDKV Holdings
Denver,
Colorado
|
$16.2万
|
–
|
–
|
–
|
|
|
1955
|
Forum Finance Group
Geneva,
|
$16.1万
|
+$20万
|
+6,289
|
新規
|
|
|
1956
|
Institute for Wealth Management
Denver,
Colorado
|
$16.1万
|
-$75.4万
|
-23,763
|
-82%
|
|
|
1957
|
Westfuller Advisors
New York
|
$15.5万
|
+$1,206
|
+38
|
+0.8%
|
|
|
1958
|
Park National Corp
Newark,
Ohio
|
$15.4万
|
-$18.1万
|
-5,701
|
-54%
|
|
|
1959
|
Wellington-Altus USA
Winnipeg, Manitoba,
Manitoba, Canada
|
$15万
|
-$1.84万
|
-580
|
-11%
|
|
|
1960
|
Ballast Advisors
Woodbury,
Minnesota
|
$14.8万
|
+$3.54万
|
+1,116
|
+31%
|
|
|
1961
|
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
|
$14.7万
|
-$3.5万
|
-1,104
|
-19%
|
|
|
1962
|
Meramec Financial Planners
Saint Louis,
Missouri
|
$14.6万
|
+$1,079
|
+34
|
+0.8%
|
|
|
1963
|
Hantz Financial Services
Southfield,
Michigan
|
$14.3万
|
+$8,978
|
+283
|
+7%
|
|
|
1964
|
Aberdeen Wealth Management
Lake Bluff,
Illinois
|
$14.3万
|
-$9.5万
|
-3,000
|
-40%
|
|
|
1965
|
Cheviot Value Management
Beverly Hills,
California
|
$14.2万
|
+$286
|
+9
|
+0.2%
|
|
|
1966
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$13.9万
|
-$1.39万
|
-437
|
-9%
|
|
|
1967
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$13.7万
|
–
|
–
|
–
|
|
|
1968
|
McDonald Partners
Cleveland,
Ohio
|
$13.6万
|
+$13.6万
|
+4,300
|
新規
|
|
|
1969
|
Steigerwald Gordon & Koch
Leesburg,
Virginia
|
$13.5万
|
+$539
|
+17
|
+0.4%
|
|
|
1970
|
Franklin Resources
San Mateo,
California
|
$13.3万
|
-$1,903
|
-60
|
-1%
|
|
|
1971
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
$13.2万
|
+$95
|
+3
|
+0.1%
|
|
|
1972
|
Ameliora Wealth Management
Zurich,
Switzerland
|
$12.7万
|
+$12.7万
|
+4,000
|
新規
|
|
|
1973
|
SouthState Corp
Winter Haven,
Florida
|
$12.6万
|
-$20.8万
|
-6,571
|
-62%
|
|
|
1974
|
Granville Capital
Greensboro,
North Carolina
|
$12.5万
|
-$12.5万
|
-3,939
|
-50%
|
|
|
1975
|
McGuire Capital Advisors
Bethany,
Oklahoma
|
$12.2万
|
+$1,301
|
+41
|
+1%
|
|
