|
1951
|
Vision Retirement
Ridgewood,
New Jersey
|
$3.14万
|
-$1,559
|
-15
|
-5%
|
|
|
1952
|
SJS Investment Consulting
Sylvania,
Ohio
|
$3.1万
|
-$2.05万
|
-197
|
-41%
|
|
|
1953
|
First Command Advisory Services
Fort Worth,
Texas
|
$3.07万
|
+$7,381
|
+71
|
+33%
|
|
|
1954
|
Fairscale Capital
Nashua,
New Hampshire
|
$3.05万
|
–
|
–
|
–
|
|
|
1955
|
University of Texas/Texas AM Investment Management Co (UTIMCO)
Austin,
Texas
|
$3.05万
|
–
|
–
|
–
|
|
|
1956
|
Markowski Investments
Tampa,
Florida
|
$3.04万
|
+$2.93万
|
+282
|
新規
|
|
|
1957
|
Meeder Asset Management
Dublin,
Ohio
|
$3.02万
|
-$214万
|
-20,617
|
-99%
|
|
|
1958
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$3万
|
–
|
–
|
–
|
|
|
1959
|
Addison Advisors
Middlebury,
Vermont
|
$2.98万
|
-$8.48万
|
-816
|
-75%
|
|
|
1960
|
Raffa Wealth Management
Washington,
District of Columbia
|
$2.96万
|
-$104
|
-1
|
-0.4%
|
|
|
1961
|
Swan Capital
Pensacola,
Florida
|
$2.95万
|
–
|
–
|
–
|
|
|
1962
|
Clearstead Trust
Portland,
Maine
|
$2.95万
|
–
|
–
|
–
|
|
|
1963
|
GoalVest Advisory
New York
|
$2.9万
|
-$94.2万
|
-9,062
|
-97%
|
|
|
1964
|
Coston McIsaac & Partners
Bar Harbor,
Maine
|
$2.9万
|
+$312
|
+3
|
+1%
|
|
|
1965
|
IMG Wealth Management
Jacksonville,
Florida
|
$2.89万
|
+$5,406
|
+52
|
+24%
|
|
|
1966
|
IFS Advisors
Overland Park,
Kansas
|
$2.86万
|
–
|
–
|
–
|
|
|
1967
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$2.85万
|
-$7,277
|
-70
|
-21%
|
|
|
1968
|
JPL Wealth Management
Highlands Ranch,
Colorado
|
$2.75万
|
+$5,510
|
+53
|
+26%
|
|
|
1969
|
Core Alternative Capital
Peachtree Corners,
Georgia
|
$2.74万
|
–
|
–
|
–
|
|
|
1970
|
Lavaca Capital
Houston,
Texas
|
$2.73万
|
-$1.21万
|
-116
|
-31%
|
|
|
1971
|
LOM Asset Management
Hamilton,
|
$2.72万
|
-$1.37万
|
-132
|
-34%
|
|
|
1972
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$2.71万
|
–
|
–
|
–
|
|
|
1973
|
Entrust Financial
Wayne,
Pennsylvania
|
$2.7万
|
–
|
–
|
–
|
|
|
1974
|
Piscataqua Savings Bank
Portsmouth,
New Hampshire
|
$2.69万
|
–
|
–
|
–
|
|
|
1975
|
XY Capital
Central,
Hong Kong
|
$2.68万
|
+$2.59万
|
+249
|
新規
|
|
