|
1951
|
ROI Financial Advisors
Beaverton,
Oregon
|
US$136萬
|
+US$10.3萬
|
+224
|
+13%
|
|
|
1952
|
Financial Council
Towson,
Maryland
|
US$136萬
|
–
|
–
|
–
|
|
|
1953
|
Barnes Pettey Financial Advisors
Clarksdale,
Mississippi
|
US$136萬
|
–
|
–
|
–
|
|
|
1954
|
Philadelphia Investment Partners
Voorhees,
New Jersey
|
US$136萬
|
–
|
–
|
–
|
|
|
1955
|
Sterling Investment Counsel
Buffalo,
New York
|
US$136萬
|
-US$3.41萬
|
-74
|
-4%
|
|
|
1956
|
Cassaday & Co Wealth Management
Mclean,
Virginia
|
US$136萬
|
-US$4,152
|
-9
|
-0.5%
|
|
|
1957
|
Tempo Wealth
Independence,
Ohio
|
US$136萬
|
+US$23.7萬
|
+513
|
+38%
|
|
|
1958
|
Rooted Wealth Advisors
Bourbonnais,
Illinois
|
US$136萬
|
-US$4.43萬
|
-96
|
-5%
|
|
|
1959
|
Meadowbrook Advisors Group
Bedminster,
New Jersey
|
US$135萬
|
-US$17.5萬
|
-380
|
-17%
|
|
|
1960
|
Strategic Wealth Partners
Independence,
Ohio
|
US$135萬
|
-US$2.31萬
|
-50
|
-3%
|
|
|
1961
|
Kerr Financial Planning
Fresno,
California
|
US$135萬
|
–
|
–
|
–
|
|
|
1962
|
ABS Direct Equity Fund
Stamford,
Connecticut
|
US$134萬
|
+US$34.4萬
|
+746
|
+107%
|
|
|
1963
|
ABS Investment Management
Greenwich,
Connecticut
|
US$134萬
|
+US$66.7萬
|
+1,446
|
新
|
|
|
1964
|
Centennial Wealth Advisory
Traverse City,
Michigan
|
US$134萬
|
-US$1.25萬
|
-27
|
-1%
|
|
|
1965
|
WrapManager Inc
Mill Valley,
California
|
US$134萬
|
+US$85.6萬
|
+1,855
|
新
|
|
|
1966
|
Kaizen Financial Strategies
Campbell,
California
|
US$134萬
|
-US$8.03萬
|
-174
|
-8%
|
|
|
1967
|
Nemes Rush Group
Novi,
Michigan
|
US$134萬
|
–
|
–
|
–
|
|
|
1968
|
Berkshire Bank
Pittsfield,
Massachusetts
|
US$134萬
|
–
|
–
|
–
|
|
|
1969
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
US$134萬
|
-US$5.26萬
|
-114
|
-6%
|
|
|
1970
|
MJP Associates
Farmington,
Connecticut
|
US$133萬
|
+US$24.8萬
|
+538
|
+41%
|
|
|
1971
|
Whitney & Co
Rochester,
New York
|
US$133萬
|
–
|
–
|
–
|
|
|
1972
|
Range Financial Group
Tigard,
Oregon
|
US$132萬
|
-US$5.08萬
|
-110
|
-6%
|
|
|
1973
|
MidFirst Bank
Oklahoma City,
Oklahoma
|
US$132萬
|
+US$2.68萬
|
+58
|
+3%
|
|
|
1974
|
Trust Company of Kansas
Wichita,
Kansas
|
US$132萬
|
-US$8.07萬
|
-175
|
-9%
|
|
|
1975
|
Magnolia Capital Advisors
Jackson,
Mississippi
|
US$132萬
|
-US$42.8萬
|
-928
|
-34%
|
|
