|
1951
|
Cardiff Park Advisors
Carlsbad,
California
|
$86.6万
|
-$6.12万
|
-165
|
-7%
|
|
|
1952
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$86.4万
|
+$2万
|
+54
|
+3%
|
|
|
1953
|
Northbridge Financial Group
Tampa,
Florida
|
$86.2万
|
-$3.41万
|
-92
|
-4%
|
|
|
1954
|
Patrick M. Sweeney & Associates
Libertyville,
Illinois
|
$86.1万
|
+$2.41万
|
+65
|
+3%
|
|
|
1955
|
Burns Matteson Capital Management
Corning,
New York
|
$86万
|
+$7.86万
|
+212
|
+11%
|
|
|
1956
|
Spirepoint Private Client
Vero Beach,
Florida
|
$86万
|
-$4,818
|
-13
|
-0.6%
|
|
|
1957
|
Romano Brothers & Co
Evanston,
Illinois
|
$86万
|
-$3,336
|
-9
|
-0.4%
|
|
|
1958
|
BOK Financial Private Wealth
Denver,
Colorado
|
$85.7万
|
-$13万
|
-352
|
-15%
|
|
|
1959
|
Legacy Wealth Advisors
Miami,
Florida
|
$85.7万
|
+$16.9万
|
+456
|
+28%
|
|
|
1960
|
Vaughan Nelson Investment Management
Houston,
Texas
|
$85.6万
|
-$23万
|
-620
|
-23%
|
|
|
1961
|
Analyst IMS Investment Management Services
Tel-Aviv,
Israel
|
$85.6万
|
-$24万
|
-648
|
-24%
|
|
|
1962
|
Yoffe Investment Management
Lemoyne,
Pennsylvania
|
$85.5万
|
–
|
–
|
–
|
|
|
1963
|
55 North Private Wealth
Winter Park,
Florida
|
$85.4万
|
+$4.74万
|
+128
|
+7%
|
|
|
1964
|
Patten Group
Chattanooga,
Tennessee
|
$85.3万
|
-$17.2万
|
-464
|
-18%
|
|
|
1965
|
Chatham Capital Group
Savannah,
Georgia
|
$85.1万
|
-$12.8万
|
-344
|
-14%
|
|
|
1966
|
Strategic Blueprint
Atlanta,
Georgia
|
$85万
|
-$6.97万
|
-188
|
-8%
|
|
|
1967
|
Bell Bank
Fargo,
North Dakota
|
$84.9万
|
+$2.85万
|
+77
|
+4%
|
|
|
1968
|
Fort Point Capital Partners
San Francisco,
California
|
$84.9万
|
-$4.26万
|
-115
|
-5%
|
|
|
1969
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$84.8万
|
+$6,672
|
+18
|
+0.9%
|
|
|
1970
|
McLean Asset Management
Tysons,
Virginia
|
$84.6万
|
+$3.34万
|
+90
|
+5%
|
|
|
1971
|
Okabena Investment Services
Minneapolis,
Minnesota
|
$84.4万
|
-$1.07万
|
-29
|
-1%
|
|
|
1972
|
Massachusetts Financial Services
Boston,
Massachusetts
|
$84.2万
|
+$75.1万
|
+2,026
|
新規
|
|
|
1973
|
Ballast Advisors
Woodbury,
Minnesota
|
$84.1万
|
+$33.7万
|
+910
|
+82%
|
|
|
1974
|
Klingman & Associates
New York
|
$84万
|
+$5.75万
|
+155
|
+8%
|
|
|
1975
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$84万
|
-$2.67万
|
-72
|
-3%
|
|
