|
1951
|
Bayforest Capital
London,
United Kingdom
|
US$6.99萬
|
+US$6.69萬
|
+205
|
新
|
|
|
1952
|
FWL Investment Management
Dallas,
Texas
|
US$6.99萬
|
+US$6.69萬
|
+205
|
新
|
|
|
1953
|
Alpine Bank Wealth Management
Grand Junction,
Colorado
|
US$6.95萬
|
+US$6.65萬
|
+204
|
新
|
|
|
1954
|
Old Second National Bank of Aurora
Aurora,
Illinois
|
US$6.85萬
|
–
|
–
|
–
|
|
|
1955
|
Clean Yield Group
Norwich,
Vermont
|
US$6.85萬
|
+US$4,566
|
+14
|
+7%
|
|
|
1956
|
Sachetta
Lynnfield,
Massachusetts
|
US$6.82萬
|
+US$8,480
|
+26
|
+15%
|
|
|
1957
|
Park Place Capital
Homewood,
Alabama
|
US$6.81萬
|
-US$4,240
|
-13
|
-6%
|
|
|
1958
|
Boyd Watterson Asset Management
Cleveland,
Ohio
|
US$6.81萬
|
–
|
–
|
–
|
|
|
1959
|
Olistico Wealth
Tulsa,
Oklahoma
|
US$6.81萬
|
–
|
–
|
–
|
|
|
1960
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
US$6.75萬
|
+US$2.54萬
|
+78
|
+65%
|
|
|
1961
|
Tompkins Financial
Ithaca,
New York
|
US$6.44萬
|
–
|
–
|
–
|
|
|
1962
|
ESL Trust Services
Rochester,
New York
|
US$6.13萬
|
–
|
–
|
–
|
|
|
1963
|
Vaquero Private Wealth
Dallas,
Texas
|
US$6.1萬
|
+US$5.84萬
|
+179
|
新
|
|
|
1964
|
Operose Advisors
Milwaukee,
Wisconsin
|
US$6.07萬
|
+US$5.81萬
|
+178
|
新
|
|
|
1965
|
Main Street Group
Glen Allen,
Virginia
|
US$6萬
|
-US$6,850
|
-21
|
-11%
|
|
|
1966
|
Imprint Wealth
Mount Pleasant,
South Carolina
|
US$6萬
|
–
|
–
|
–
|
|
|
1967
|
TFC Financial Management
Boston,
Massachusetts
|
US$5.93萬
|
+US$1,305
|
+4
|
+2%
|
|
|
1968
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
US$5.84萬
|
-US$8,154
|
-25
|
-13%
|
|
|
1969
|
Ogorek Anthony Joseph
Williamsville,
New York
|
US$5.8萬
|
+US$2,936
|
+9
|
+5%
|
|
|
1970
|
Marshall & Sterling Wealth Advisors
Poughkeepsie,
New York
|
US$5.76萬
|
+US$326
|
+1
|
+0.6%
|
|
|
1971
|
Capula Management
Grand Cayman,
Cayman Islands
|
US$5.72萬
|
+US$5.48萬
|
+168
|
新
|
|
|
1972
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
US$5.7萬
|
-US$1.11萬
|
-34
|
-17%
|
|
|
1973
|
Financial Life Planners
Tempe,
Arizona
|
US$5.4萬
|
–
|
–
|
–
|
|
|
1974
|
Lodestone Wealth Management
Spokane,
Washington
|
US$5.31萬
|
-US$5,219
|
-16
|
-9%
|
|
|
1975
|
Key Financial Inc
West Chester,
Pennsylvania
|
US$5.15萬
|
–
|
–
|
–
|
|
