|
1951
|
Shoker Investment Counsel
Oxford,
Ohio
|
US$27.8萬
|
-US$21.3萬
|
-3,715
|
-44%
|
|
|
1952
|
|
US$27.8萬
|
+US$2,584
|
+45
|
+0.9%
|
|
|
1953
|
Lakeside Advisors
Seattle,
Washington
|
US$27.7萬
|
+US$1.45萬
|
+252
|
+6%
|
|
|
1954
|
Asset Dedication LLC
San Francisco,
California
|
US$27.7萬
|
+US$2.6萬
|
+452
|
+10%
|
|
|
1955
|
Brave Asset Management
Summit,
New Jersey
|
US$27.7萬
|
-US$1.95萬
|
-340
|
-7%
|
|
|
1956
|
PCG Asset Management
Gladstone,
New Jersey
|
US$27.7萬
|
–
|
–
|
–
|
|
|
1957
|
Winthrop Advisory Group
Boston,
Massachusetts
|
US$27.6萬
|
+US$1.8萬
|
+314
|
+7%
|
|
|
1958
|
Hickory Point Bank & Trust
Decatur,
Illinois
|
US$27.6萬
|
–
|
–
|
–
|
|
|
1959
|
Fund Advisors of America Inc
Orland,
Florida
|
US$27.6萬
|
+US$6,087
|
+106
|
+2%
|
|
|
1960
|
Twin Lakes Capital Management
Redwood Shores,
California
|
US$27.5萬
|
+US$2,871
|
+50
|
+1%
|
|
|
1961
|
Elmwood Wealth Management
Berkeley,
California
|
US$27.5萬
|
+US$287
|
+5
|
+0.1%
|
|
|
1962
|
Z3 Capital Partners
Richmond,
Virginia
|
US$27.5萬
|
-US$7,178
|
-125
|
-3%
|
|
|
1963
|
ARS Wealth Advisors Group
St. Petersburg,
Florida
|
US$27.5萬
|
+US$27.4萬
|
+4,770
|
新
|
|
|
1964
|
Cascade Investment Group
Colorado Springs,
Colorado
|
US$27.5萬
|
-US$1.15萬
|
-200
|
-4%
|
|
|
1965
|
Perennial Investment Advisors
Los Angeles,
California
|
US$27.5萬
|
-US$3.04萬
|
-530
|
-10%
|
|
|
1966
|
Genesee Capital Advisors
Auburn,
New York
|
US$27.4萬
|
+US$345
|
+6
|
+0.1%
|
|
|
1967
|
SFMG Wealth Advisors
Plano,
Texas
|
US$27.2萬
|
+US$5,685
|
+99
|
+2%
|
|
|
1968
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
US$27.2萬
|
-US$24.5萬
|
-4,273
|
-48%
|
|
|
1969
|
Frisch Financial Group
Melville,
New York
|
US$27.1萬
|
+US$1,206
|
+21
|
+0.4%
|
|
|
1970
|
Wedgewood Investors
Erie,
Pennsylvania
|
US$27.1萬
|
–
|
–
|
–
|
|
|
1971
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
US$27萬
|
+US$459
|
+8
|
+0.2%
|
|
|
1972
|
Fi3 Financial Advisors
Indianapolis,
Indiana
|
US$27萬
|
-US$60.6萬
|
-10,556
|
-72%
|
|
|
1973
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
US$26.9萬
|
-US$3,330
|
-58
|
-1%
|
|
|
1974
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
US$26.8萬
|
+US$4,077
|
+71
|
+2%
|
|
|
1975
|
LRI Investments
Palm Beach Gardens,
Florida
|
US$26.8萬
|
-US$4.92萬
|
-857
|
-16%
|
|
