|
1951
|
Oakworth Capital
Birmingham,
Alabama
|
US$34.4萬
|
-US$7.37萬
|
-566
|
-19%
|
|
|
1952
|
Nations Financial Group
Cedar Rapids,
Iowa
|
US$34.4萬
|
-US$6.05萬
|
-465
|
-16%
|
|
|
1953
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
US$34.4萬
|
–
|
–
|
–
|
|
|
1954
|
Howard Financial Services
Dallas,
Texas
|
US$34.4萬
|
+US$2.59萬
|
+199
|
+9%
|
|
|
1955
|
D.B. Root & Company
Pittsburgh,
Pennsylvania
|
US$34.2萬
|
+US$6,639
|
+51
|
+2%
|
|
|
1956
|
Goelzer Investment Management
Carmel,
Indiana
|
US$34.1萬
|
-US$5,598
|
-43
|
-2%
|
|
|
1957
|
Advisortrust Partners
Raleigh,
North Carolina
|
US$34.1萬
|
+US$911
|
+7
|
+0.3%
|
|
|
1958
|
Partners Capital Investment Group
Boston,
Massachusetts
|
US$34萬
|
–
|
–
|
–
|
|
|
1959
|
Purpose Unlimited Inc
Toronto,
|
US$33.9萬
|
-US$3.11萬
|
-239
|
-9%
|
|
|
1960
|
Silver Coast Investments
San Diego,
United States
|
US$33.8萬
|
+US$31.5萬
|
+2,417
|
新
|
|
|
1961
|
Farmers National Bank
Danville,
Kentucky
|
US$33.7萬
|
-US$1,302
|
-10
|
-0.4%
|
|
|
1962
|
Plimoth Trust
Plymouth,
Massachusetts
|
US$33.7萬
|
–
|
–
|
–
|
|
|
1963
|
Prosperity Bancshares
Houston,
Texas
|
US$33.7萬
|
+US$1.63萬
|
+125
|
+5%
|
|
|
1964
|
Red Door Wealth Management
Memphis,
Tennessee
|
US$33.7萬
|
+US$6.16萬
|
+473
|
+24%
|
|
|
1965
|
HM Payson & Co
Portland,
Maine
|
US$33.6萬
|
+US$130
|
+1
|
+0%
|
|
|
1966
|
Investmark Advisory Group
Shelton,
Connecticut
|
US$33.6萬
|
+US$1,562
|
+12
|
+0.5%
|
|
|
1967
|
Five Oceans Advisors
Santa Monica,
California
|
US$33.5萬
|
+US$260
|
+2
|
+0.1%
|
|
|
1968
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
US$33.5萬
|
-US$4.3萬
|
-330
|
-12%
|
|
|
1969
|
IFG Advisory
Atlanta,
Georgia
|
US$33.3萬
|
+US$31萬
|
+2,382
|
新
|
|
|
1970
|
IVC Wealth Advisors
Silverdale,
Pennsylvania
|
US$33.2萬
|
-US$3,385
|
-26
|
-1%
|
|
|
1971
|
Innovative Asset Advisors Group
Shelton,
Connecticut
|
US$33.1萬
|
+US$1.02萬
|
+78
|
+3%
|
|
|
1972
|
Elevated Capital Advisors
Sandy,
Utah
|
US$33.1萬
|
-US$21.5萬
|
-1,652
|
-41%
|
|
|
1973
|
Waypoint Wealth Counsel
Atlanta,
Georgia
|
US$32.9萬
|
-US$19.8萬
|
-1,520
|
-39%
|
|
|
1974
|
Maridea Wealth Management
Brooklyn,
New York
|
US$32.9萬
|
+US$30.6萬
|
+2,347
|
新
|
|
|
1975
|
SCS Capital Management
Boston,
Massachusetts
|
US$32.8萬
|
+US$2.68萬
|
+206
|
+10%
|
|
