|
1951
|
T. Rowe Price Investment Management
Baltimore,
Maryland
|
$214万
|
-$145万
|
-11,702
|
-38%
|
|
|
1952
|
Empirical Asset Management
Wellesley,
Massachusetts
|
$214万
|
-$29.1万
|
-2,341
|
-11%
|
|
|
1953
|
Sivia Capital Partners
Mill Valley,
California
|
$214万
|
-$81.7万
|
-6,580
|
-26%
|
|
|
1954
|
SFG Wealth Management
Towson,
Maryland
|
$214万
|
-$1.51万
|
-122
|
-0.6%
|
|
|
1955
|
Country Trust Bank
Bloomington,
Illinois
|
$213万
|
+$71.4万
|
+5,754
|
+44%
|
|
|
1956
|
RMR Capital Management
Tustin,
California
|
$213万
|
-$9.6万
|
-770
|
-4%
|
|
|
1957
|
Institute for Wealth Management
Denver,
Colorado
|
$213万
|
-$12.3万
|
-990
|
-5%
|
|
|
1958
|
Wealth Alliance
Mellville,
New York
|
$213万
|
-$53.6万
|
-4,319
|
-19%
|
|
|
1959
|
Targeted Financial Services
Seminole,
Florida
|
$213万
|
–
|
–
|
–
|
|
|
1960
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
$213万
|
+$3.86万
|
+311
|
+2%
|
|
|
1961
|
Pioneer Trust Bank
Salem,
Oregon
|
$212万
|
-$4.34万
|
-350
|
-2%
|
|
|
1962
|
Verity & Verity
Beaufort,
South Carolina
|
$212万
|
-$8.57万
|
-690
|
-4%
|
|
|
1963
|
Archer Investment Corporation
Carmel,
Indiana
|
$212万
|
-$1.76万
|
-142
|
-0.8%
|
|
|
1964
|
Yoffe Investment Management
Lemoyne,
Pennsylvania
|
$212万
|
–
|
–
|
–
|
|
|
1965
|
Benin Management Corp
Wilton,
Connecticut
|
$211万
|
+$2.5万
|
+201
|
+1%
|
|
|
1966
|
TD Capital Management
Memphis,
Tennessee
|
$211万
|
-$24万
|
-1,931
|
-9%
|
|
|
1967
|
Kingstone Capital Partners Texas
Frisco,
Texas
|
$211万
|
-$14.2万
|
-1,147
|
-6%
|
|
|
1968
|
Private Wealth Partners
Mill Valley,
California
|
$211万
|
-$2.99万
|
-241
|
-1%
|
|
|
1969
|
BOK Financial Private Wealth
Denver,
Colorado
|
$210万
|
-$20.2万
|
-1,626
|
-8%
|
|
|
1970
|
Gilbert & Cook
West Des Moines,
Iowa
|
$209万
|
-$6,704
|
-54
|
-0.3%
|
|
|
1971
|
Professional Financial Advisors
North Platte,
Nebraska
|
$209万
|
-$24.8万
|
-1,994
|
-10%
|
|
|
1972
|
GeoWealth Management
Chicago,
Illinois
|
$209万
|
-$303万
|
-24,403
|
-57%
|
|
|
1973
|
Biltmore Family Office
Charlotte,
North Carolina
|
$208万
|
-$30万
|
-2,415
|
-12%
|
|
|
1974
|
Boltwood Capital Management
Walnut Creek,
California
|
$208万
|
-$2.36万
|
-190
|
-1%
|
|
|
1975
|
Strategic Financial Concepts
San Antonio,
Texas
|
$208万
|
-$74.9万
|
-6,033
|
-25%
|
|
