|
1951
|
Highview Capital Management
Buffalo Grove,
Illinois
|
$24.1万
|
+$24.1万
|
+1,083
|
新規
|
|
|
1952
|
Hendershot Investments
Centreville,
Virginia
|
$24.1万
|
–
|
–
|
–
|
|
|
1953
|
Stonebridge Financial Group (Pennsylvania)
Wormleysburg,
Pennsylvania
|
$24.1万
|
+$1,334
|
+6
|
+0.6%
|
|
|
1954
|
Winch Advisory Services
Appleton,
Wisconsin
|
$24.1万
|
+$445
|
+2
|
+0.2%
|
|
|
1955
|
TCI Wealth Advisors
Tucson,
Arizona
|
$24.1万
|
+$6,005
|
+27
|
+3%
|
|
|
1956
|
Rossby Financial
Melbourne,
Florida
|
$24.1万
|
-$8.54万
|
-384
|
-26%
|
|
|
1957
|
Financial Insights
Tacoma,
Washington
|
$24.1万
|
–
|
–
|
–
|
|
|
1958
|
Vectors Research Management
New York
|
$24.1万
|
–
|
–
|
–
|
|
|
1959
|
Ameliora Wealth Management
Zurich,
Switzerland
|
$24万
|
-$328万
|
-14,753
|
-93%
|
|
|
1960
|
Elyxium Wealth
San Mateo,
California
|
$24万
|
+$23.9万
|
+1,075
|
新規
|
|
|
1961
|
Ironsides Asset Advisors
Rocky Mount,
North Carolina
|
$23.9万
|
–
|
–
|
–
|
|
|
1962
|
Destiny Wealth Partners
Tavares,
Florida
|
$23.9万
|
-$77.4万
|
-3,478
|
-77%
|
|
|
1963
|
Resolute Advisors
San Francisco,
California
|
$23.9万
|
-$1.96万
|
-88
|
-8%
|
|
|
1964
|
Ignite Planners
San Clemente,
California
|
$23.9万
|
-$1.05万
|
-47
|
-4%
|
|
|
1965
|
Birch Financial Group
Keene,
New Hampshire
|
$23.8万
|
+$5,783
|
+26
|
+2%
|
|
|
1966
|
Grant Street Asset Management
Canonsburg,
Pennsylvania
|
$23.8万
|
–
|
–
|
–
|
|
|
1967
|
Lumbard & Kellner
Hollis,
New Hampshire
|
$23.8万
|
+$2.6万
|
+117
|
+12%
|
|
|
1968
|
Breakwater Capital Group
Paramus,
New Jersey
|
$23.6万
|
–
|
–
|
–
|
|
|
1969
|
Gables Capital Management
Miami,
Florida
|
$23.5万
|
+$5.45万
|
+245
|
+30%
|
|
|
1970
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$23.4万
|
–
|
–
|
–
|
|
|
1971
|
MV Capital Management
Bethesda,
Maryland
|
$23.4万
|
+$890
|
+4
|
+0.4%
|
|
|
1972
|
Wingate Wealth Advisors
Lexington,
Massachusetts
|
$23.4万
|
-$5.38万
|
-242
|
-19%
|
|
|
1973
|
Millstone Evans Group
Boulder,
Colorado
|
$23.4万
|
+$2,224
|
+10
|
+1%
|
|
|
1974
|
Whalerock Point Partners
Providence,
Rhode Island
|
$23.4万
|
–
|
–
|
–
|
|
|
1975
|
Insight Advisors
Newtown,
Pennsylvania
|
$23.3万
|
-$1.25万
|
-56
|
-5%
|
|
