|
1951
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
US$29.8萬
|
+US$1.16萬
|
+52
|
+4%
|
|
|
1952
|
Chiron Capital Management
Tallahassee,
Florida
|
US$29.7萬
|
-US$3,560
|
-16
|
-1%
|
|
|
1953
|
|
US$29.6萬
|
+US$5.5萬
|
+247
|
+22%
|
|
|
1954
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
US$29.6萬
|
-US$2.83萬
|
-127
|
-9%
|
|
|
1955
|
INVST
Indianapolis,
Indiana
|
US$29.5萬
|
-US$4,227
|
-19
|
-1%
|
|
|
1956
|
Palacios Wealth Management
Ormond Beach,
Florida
|
US$29.5萬
|
–
|
–
|
–
|
|
|
1957
|
PCG Asset Management
Gladstone,
New Jersey
|
US$29.4萬
|
-US$8,899
|
-40
|
-3%
|
|
|
1958
|
Root Financial Partners
Encinitas,
California
|
US$29.4萬
|
+US$13.3萬
|
+598
|
+78%
|
|
|
1959
|
King Wealth Management Group
Naples,
Florida
|
US$29.4萬
|
+US$4,005
|
+18
|
+1%
|
|
|
1960
|
Sunpointe
St. Louis,
Missouri
|
US$29.4萬
|
+US$1,557
|
+7
|
+0.5%
|
|
|
1961
|
NorthStar Asset Management (New Jersey)
Hackettstown,
New Jersey
|
US$29.4萬
|
+US$1.4萬
|
+63
|
+5%
|
|
|
1962
|
BIP Wealth
Atlanta,
Georgia
|
US$29.4萬
|
-US$6.81萬
|
-306
|
-18%
|
|
|
1963
|
Isthmus Partners
Madison,
Wisconsin
|
US$29.4萬
|
–
|
–
|
–
|
|
|
1964
|
Kera Capital Partners
San Jose,
California
|
US$29.4萬
|
+US$2.27萬
|
+102
|
+8%
|
|
|
1965
|
Mach-1 Financial Group
Rogers,
Arkansas
|
US$29.3萬
|
-US$10.2萬
|
-458
|
-25%
|
|
|
1966
|
Fi3 Financial Advisors
Indianapolis,
Indiana
|
US$29.3萬
|
-US$68.5萬
|
-3,080
|
-91%
|
|
|
1967
|
SOA Wealth Advisors
New York
|
US$29.3萬
|
-US$6.52萬
|
-293
|
-18%
|
|
|
1968
|
ADE LLC
Baltimore,
Maryland
|
US$29.2萬
|
-US$1.11萬
|
-50
|
-4%
|
|
|
1969
|
Cambient Family Office
Ada,
Michigan
|
US$29.2萬
|
+US$9,789
|
+44
|
+3%
|
|
|
1970
|
Novem Group
Rochester,
New York
|
US$29.1萬
|
-US$89.9萬
|
-4,040
|
-75%
|
|
|
1971
|
Impact Capital Partners
Greenwood Village,
Colorado
|
US$29萬
|
-US$9,567
|
-43
|
-3%
|
|
|
1972
|
Rockport Wealth
Fairview Park,
Ohio
|
US$29萬
|
+US$29.8萬
|
+1,338
|
新
|
|
|
1973
|
Linscomb Wealth
Houston,
Texas
|
US$28.9萬
|
-US$12.8萬
|
-577
|
-30%
|
|
|
1974
|
Tudor Financial
Dayton,
Ohio
|
US$28.9萬
|
–
|
–
|
–
|
|
|
1975
|
Welch & Forbes
Boston,
Massachusetts
|
US$28.9萬
|
-US$3.03萬
|
-136
|
-9%
|
|
