|
1951
|
SOA Wealth Advisors
New York
|
$6,633
|
-$509万
|
-12,049
|
-80%
|
|
|
1952
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$6,517
|
–
|
–
|
–
|
|
|
1953
|
Tower View Wealth Management
Shorewood,
Wisconsin
|
$6,517
|
–
|
–
|
–
|
|
|
1954
|
J. Safra Asset Management
New York
|
$6,516
|
-$32万
|
-757
|
-98%
|
|
|
1955
|
Whipplewood Advisors
Littleton,
Colorado
|
$6,516
|
-$5.11万
|
-121
|
-88%
|
|
|
1956
|
Torren Management
San Diego,
California
|
$6,516
|
-$2,111
|
-5
|
-24%
|
|
|
1957
|
|
$6,458
|
+$845
|
+2
|
+15%
|
|
|
1958
|
Clark Wealth Partners
O'fallon,
Illinois
|
$6,109
|
–
|
–
|
–
|
|
|
1959
|
First PREMIER Bank
Sioux Falls,
South Dakota
|
$6,000
|
–
|
–
|
–
|
|
|
1960
|
Burk Holdings
Tulsa,
Oklahoma
|
$5,702
|
–
|
–
|
–
|
|
|
1961
|
Corsicana & Co
Corsicana,
Texas
|
$5,702
|
–
|
–
|
–
|
|
|
1962
|
Sittner & Nelson
Eugene,
Oregon
|
$5,702
|
–
|
–
|
–
|
|
|
1963
|
Banque Cantonale Vaudoise
Lausanne,
Switzerland
|
$5,550
|
-$95.5万
|
-2,262
|
-14%
|
|
|
1964
|
CBIZ Investment Advisory Services
Independence,
Ohio
|
$5,529
|
–
|
–
|
–
|
|
|
1965
|
American Capital Advisory
Ketchum,
Idaho
|
$5,295
|
+$1,267
|
+3
|
+30%
|
|
|
1966
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$5,294
|
+$5,490
|
+13
|
新規
|
|
|
1967
|
Front Row Advisors
Tiburon,
California
|
$4,904
|
–
|
–
|
–
|
|
|
1968
|
Bard Associates
Chicago,
Illinois
|
$4,888
|
+$5,068
|
+12
|
新規
|
|
|
1969
|
Country Trust Bank
Bloomington,
Illinois
|
$4,480
|
-$2,956
|
-7
|
-39%
|
|
|
1970
|
Tidemark
San Diego,
California
|
$4,352
|
-$3,801
|
-9
|
-45%
|
|
|
1971
|
Commonwealth Retirement Investments
Richmond,
Virginia
|
$4,082
|
+$4,223
|
+10
|
新規
|
|
|
1972
|
Main Street Group
Glen Allen,
Virginia
|
$4,073
|
-$5,490
|
-13
|
-57%
|
|
|
1973
|
|
$4,073
|
+$4,223
|
+10
|
新規
|
|
|
1974
|
Harvest Fund Management
Beijing,
China
|
$4,000
|
-$845
|
-2
|
-17%
|
|
|
1975
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$4,000
|
–
|
–
|
–
|
|
