|
1951
|
Tarbox Family Office
Newport Beach,
California
|
US$190萬
|
–
|
–
|
–
|
|
|
1952
|
Mendel Money Management
Northbrook,
Illinois
|
US$189萬
|
-US$122萬
|
-1,394
|
-44%
|
|
|
1953
|
Sanders Morris Harris
Houston,
Texas
|
US$189萬
|
–
|
–
|
–
|
|
|
1954
|
Davis Investment Partners
Charlotte,
North Carolina
|
US$189萬
|
+US$1,757
|
+2
|
+0.1%
|
|
|
1955
|
Relyea Zuckerberg Hanson
Stamford,
Connecticut
|
US$189萬
|
+US$3.6萬
|
+41
|
+2%
|
|
|
1956
|
Diligent Investors
Redlands,
California
|
US$189萬
|
-US$3.07萬
|
-35
|
-2%
|
|
|
1957
|
Vigil Wealth Management
Ponte Vedra Beach,
Florida
|
US$188萬
|
+US$1.32萬
|
+15
|
+0.9%
|
|
|
1958
|
Taylor Financial Group
Roanoke,
Virginia
|
US$188萬
|
–
|
–
|
–
|
|
|
1959
|
Core Alternative Capital
Peachtree Corners,
Georgia
|
US$188萬
|
-US$1.14萬
|
-13
|
-0.7%
|
|
|
1960
|
Hamel Associates
Chatham,
New Jersey
|
US$188萬
|
-US$1.41萬
|
-16
|
-0.9%
|
|
|
1961
|
Mindset Wealth Management
Indianapolis,
Indiana
|
US$188萬
|
+US$17.6萬
|
+200
|
+13%
|
|
|
1962
|
Kozak & Associates
Highlands Ranch,
Colorado
|
US$188萬
|
+US$6.94萬
|
+79
|
+4%
|
|
|
1963
|
Townsend Asset Management
Raleigh,
North Carolina
|
US$187萬
|
+US$1.49萬
|
+17
|
+1%
|
|
|
1964
|
Clarus Wealth Advisors
Peoria,
Arizona
|
US$187萬
|
-US$8.78萬
|
-100
|
-5%
|
|
|
1965
|
Red Door Wealth Management
Memphis,
Tennessee
|
US$187萬
|
+US$8.7萬
|
+99
|
+6%
|
|
|
1966
|
WrapManager Inc
Mill Valley,
California
|
US$187萬
|
-US$8.43萬
|
-96
|
-5%
|
|
|
1967
|
KRM Wealth Management
Reno,
Nevada
|
US$187萬
|
-US$3.25萬
|
-37
|
-2%
|
|
|
1968
|
Fortis Capital Management
Bellevue,
Washington
|
US$187萬
|
-US$1.76萬
|
-20
|
-1%
|
|
|
1969
|
Fagan Associates
Troy,
New York
|
US$187萬
|
+US$12.3萬
|
+140
|
+9%
|
|
|
1970
|
Abel Hall LLC
Baton Rouge,
Louisiana
|
US$187萬
|
+US$1.67萬
|
+19
|
+1%
|
|
|
1971
|
Empirical Asset Management
Wellesley,
Massachusetts
|
US$186萬
|
+US$17.1萬
|
+195
|
+13%
|
|
|
1972
|
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
|
US$186萬
|
-US$3.78萬
|
-43
|
-2%
|
|
|
1973
|
|
US$186萬
|
+US$25.7萬
|
+293
|
+18%
|
|
|
1974
|
Tempo Wealth
Independence,
Ohio
|
US$186萬
|
+US$28.4萬
|
+323
|
+23%
|
|
|
1975
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
US$186萬
|
+US$3,514
|
+4
|
+0.2%
|
|
