|
1951
|
HighRoad Wealth Advisors
Coos Bay,
Oregon
|
US$59.7만
|
-US$1.28만
|
-93
|
-2%
|
|
|
1952
|
Lauer Wealth
Valparaiso,
Indiana
|
US$59.4만
|
+US$56만
|
+4,084
|
신규
|
|
|
1953
|
LAM Group
Lake Oswego,
Oregon
|
US$59.3만
|
–
|
–
|
–
|
|
|
1954
|
Tidal Investments
Milwaukee,
Wisconsin
|
US$59.1만
|
+US$17.7만
|
+1,293
|
+48%
|
|
|
1955
|
Stokes Family Office
New Orleans,
Louisiana
|
US$58.8만
|
-US$9.6천
|
-70
|
-2%
|
|
|
1956
|
Douglass Winthrop Advisors
New York
|
US$58.8만
|
+US$54.4만
|
+3,967
|
신규
|
|
|
1957
|
Dale Q Rice Investment Management
Vancouver,
Washington
|
US$58.8만
|
-US$5.49만
|
-400
|
-9%
|
|
|
1958
|
Diversified Enterprises
Wilmington,
Delaware
|
US$58.8만
|
-US$549
|
-4
|
-0.1%
|
|
|
1959
|
Decker Wealth Management LLC
Nashville,
Tennessee
|
US$58.7만
|
–
|
–
|
–
|
|
|
1960
|
Polaris Investment Advisors
Framingham,
Massachusetts
|
US$58.6만
|
-US$2.33천
|
-17
|
-0.4%
|
|
|
1961
|
Keating Financial Advisory Services
Manhattan,
Kansas
|
US$58.5만
|
-US$3.01만
|
-219
|
-5%
|
|
|
1962
|
Liberty Wealth Management
Oakland,
California
|
US$58.5만
|
–
|
–
|
–
|
|
|
1963
|
Lantz Financial
Naperville,
Illinois
|
US$58.5만
|
–
|
–
|
–
|
|
|
1964
|
Landing Point Financial Group
Avon,
Ohio
|
US$58.5만
|
-US$15.8만
|
-1,149
|
-23%
|
|
|
1965
|
Investment Research Partners
Lemont,
Pennsylvania
|
US$58.3만
|
-US$5.43만
|
-396
|
-9%
|
|
|
1966
|
Aufman Associates
Sewickley,
Pennsylvania
|
US$58.3만
|
-US$1.92천
|
-14
|
-0.4%
|
|
|
1967
|
Virtue Asset Management
Barrington,
Illinois
|
US$58.3만
|
+US$16만
|
+1,167
|
+42%
|
|
|
1968
|
Studio Investment Management
Chicago,
Illinois
|
US$58.1만
|
-US$3.65만
|
-266
|
-6%
|
|
|
1969
|
Petros Family Wealth
Bloomington,
Minnesota
|
US$58만
|
+US$1.06만
|
+77
|
+2%
|
|
|
1970
|
Ballentine Capital Advisors
Greenville,
South Carolina
|
US$58만
|
-US$2.72만
|
-198
|
-5%
|
|
|
1971
|
SMART Wealth
Omaha,
Nebraska
|
US$57.6만
|
+US$53.3만
|
+3,886
|
신규
|
|
|
1972
|
F&V Capital Management
Boca Raton,
Florida
|
US$57.5만
|
+US$1.51만
|
+110
|
+3%
|
|
|
1973
|
Foster & Motley
Cincinnati,
Ohio
|
US$57.5만
|
+US$6.57만
|
+479
|
+14%
|
|
|
1974
|
BankPlus Trust Department
Jackson,
Mississippi
|
US$57.5만
|
+US$6.37만
|
+464
|
+14%
|
|
|
1975
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
US$57.4만
|
+US$18만
|
+1,312
|
+51%
|
|
