|
1951
|
Wedge Capital Management
Charlotte,
North Carolina
|
US$23.2만
|
+US$22.8만
|
+2,423
|
신규
|
|
|
1952
|
Live Oak Investment Partners
Austin,
Texas
|
US$23.2만
|
–
|
–
|
–
|
|
|
1953
|
Capital Performance Advisors
Walnut Creek,
California
|
US$23.2만
|
-US$5.44만
|
-578
|
-19%
|
|
|
1954
|
Sapient Capital
Indianapolis,
Indiana
|
US$23.2만
|
-US$28만
|
-2,978
|
-55%
|
|
|
1955
|
Forbes Financial Planning
East Greenwich,
Rhode Island
|
US$23만
|
–
|
–
|
–
|
|
|
1956
|
Traveka Wealth
Los Altos,
California
|
US$23만
|
+US$6.5천
|
+69
|
+3%
|
|
|
1957
|
Innova Wealth Partners
Newtown,
Pennsylvania
|
US$22.9만
|
-US$3.2천
|
-34
|
-1%
|
|
|
1958
|
Axecap Investments
Mason,
Ohio
|
US$22.9만
|
+US$1.04천
|
+11
|
+0.5%
|
|
|
1959
|
Colonial River Investments
Midlothian,
Virginia
|
US$22.9만
|
-US$1.98천
|
-21
|
-0.9%
|
|
|
1960
|
Greenfield Savings Bank
Greenfield,
Massachusetts
|
US$22.9만
|
–
|
–
|
–
|
|
|
1961
|
Partners in Financial Planning
Salem,
Virginia
|
US$22.8만
|
–
|
–
|
–
|
|
|
1962
|
Pursuit Wealth Strategies
Raleigh,
North Carolina
|
US$22.8만
|
-US$4.33천
|
-46
|
-2%
|
|
|
1963
|
MPS Loria Financial Planners
Burr Ridge,
Illinois
|
US$22.7만
|
–
|
–
|
–
|
|
|
1964
|
Wealth Architects
Mountain View,
California
|
US$22.7만
|
+US$2.35천
|
+25
|
+1%
|
|
|
1965
|
Steinberganna Wealth Management
Huntington,
New York
|
US$22.6만
|
+US$1.88천
|
+20
|
+0.9%
|
|
|
1966
|
Manchester Capital Management
Manchester,
Vermont
|
US$22.6만
|
-US$188
|
-2
|
-0.1%
|
|
|
1967
|
Financial Engines Advisors
Santa Clara,
California
|
US$22.6만
|
+US$2.32만
|
+246
|
+12%
|
|
|
1968
|
William B. Walkup & Associates
Columbia,
South Carolina
|
US$22.6만
|
–
|
–
|
–
|
|
|
1969
|
Warren Street Wealth Advisors
Newport Beach,
California
|
US$22.6만
|
+US$5.27천
|
+56
|
+2%
|
|
|
1970
|
Essex Investment Management
Boston,
Massachusetts
|
US$22.5만
|
-US$1.32천
|
-14
|
-0.6%
|
|
|
1971
|
R.M. Davis Inc
Portland,
Maine
|
US$22.4만
|
-US$2.84만
|
-302
|
-11%
|
|
|
1972
|
Midland Wealth Advisors
Effingham,
Illinois
|
US$22.3만
|
-US$3.86만
|
-410
|
-15%
|
|
|
1973
|
Cottage Street Advisors
Marion,
Massachusetts
|
US$22.3만
|
+US$753
|
+8
|
+0.3%
|
|
|
1974
|
Sonata Capital Group
Seattle,
Washington
|
US$22.3만
|
–
|
–
|
–
|
|
|
1975
|
Harbor Investment Advisory
Lutherville,
Maryland
|
US$22.2만
|
–
|
–
|
–
|
|
