|
1951
|
First Business Financial Services
Madison,
Wisconsin
|
US$209萬
|
+US$3.85萬
|
+94
|
+3%
|
|
|
1952
|
Strategic Investment Advisors
Farmington Hills,
Michigan
|
US$208萬
|
+US$36.7萬
|
+894
|
+33%
|
|
|
1953
|
Vancity Investment Management
Vancouver,
British Columbia, Canada
|
US$208萬
|
+US$147萬
|
+3,585
|
新
|
|
|
1954
|
AMG Asset Management Group
Cartersville,
Georgia
|
US$208萬
|
+US$32.8萬
|
+800
|
+29%
|
|
|
1955
|
Greenfield Savings Bank
Greenfield,
Massachusetts
|
US$207萬
|
-US$3.07萬
|
-75
|
-2%
|
|
|
1956
|
FCG Investment Company
Germantown,
Tennessee
|
US$207萬
|
+US$146萬
|
+3,566
|
新
|
|
|
1957
|
Whalen Wealth Management
Las Vegas,
Nevada
|
US$207萬
|
-US$52.5萬
|
-1,281
|
-26%
|
|
|
1958
|
Boomfish Wealth Group
Alpharetta,
Georgia
|
US$207萬
|
-US$94.7萬
|
-2,310
|
-39%
|
|
|
1959
|
Shaker Investments
Cleveland,
Ohio
|
US$206萬
|
+US$145萬
|
+3,548
|
新
|
|
|
1960
|
Pekin Hardy Strauss
Chicago,
Illinois
|
US$206萬
|
-US$115萬
|
-2,805
|
-44%
|
|
|
1961
|
Wealth Architects
Mountain View,
California
|
US$205萬
|
-US$56.6萬
|
-1,381
|
-28%
|
|
|
1962
|
Victrix Investment Advisors
Stuart,
Florida
|
US$205萬
|
+US$9.06萬
|
+221
|
+7%
|
|
|
1963
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
US$205萬
|
+US$45.3萬
|
+1,105
|
+46%
|
|
|
1964
|
TritonPoint Partners
Chevy Chase,
Maryland
|
US$205萬
|
+US$145萬
|
+3,525
|
新
|
|
|
1965
|
Greenline Wealth Management
Boca Raton,
Florida
|
US$205萬
|
+US$20.3萬
|
+496
|
+16%
|
|
|
1966
|
MCF Advisors
Covington,
Kentucky
|
US$205萬
|
+US$10.5萬
|
+255
|
+8%
|
|
|
1967
|
Calton & Associates
Tampa,
Florida
|
US$205萬
|
-US$45.1萬
|
-1,101
|
-24%
|
|
|
1968
|
KHAZANAH NASIONAL BERHAD
Kuala Lumpur,
|
US$204萬
|
+US$10.3萬
|
+252
|
+8%
|
|
|
1969
|
Fortis Capital Advisors
Prairie Village,
Kansas
|
US$204萬
|
-US$201萬
|
-4,900
|
-58%
|
|
|
1970
|
Southeast Asset Advisors
Thomasville,
Georgia
|
US$204萬
|
-US$8,200
|
-20
|
-0.6%
|
|
|
1971
|
SHP Wealth Management
Plymouth,
Massachusetts
|
US$203萬
|
+US$16.6萬
|
+405
|
+13%
|
|
|
1972
|
Physician Wealth Solutions
North Las Vegas,
Nevada
|
US$203萬
|
-US$1.23萬
|
-30
|
-0.8%
|
|
|
1973
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
US$203萬
|
-US$1024萬
|
-24,974
|
-88%
|
|
|
1974
|
Crews Bank & Trust
Wauchula,
Florida
|
US$203萬
|
-US$43萬
|
-1,050
|
-23%
|
|
|
1975
|
Aviso Wealth Management
Bellevue,
Washington
|
US$202萬
|
-US$3.69萬
|
-90
|
-3%
|
|
