|
1951
|
Onyx Bridge Wealth Group
Tarrytown,
New York
|
US$167萬
|
-US$23.5萬
|
-1,262
|
-11%
|
|
|
1952
|
|
US$167萬
|
-US$3.24萬
|
-174
|
-2%
|
|
|
1953
|
Measured Risk Portfolios
San Diego,
California
|
US$167萬
|
+US$16.7萬
|
+896
|
+10%
|
|
|
1954
|
Maridea Wealth Management
Brooklyn,
New York
|
US$167萬
|
+US$126萬
|
+6,748
|
+204%
|
|
|
1955
|
Bank Pictet & Cie (Europe)
Frankfurt Am Main,
Germany
|
US$167萬
|
-US$2.38萬
|
-128
|
-1%
|
|
|
1956
|
Asset Planning Inc
Cypress,
California
|
US$166萬
|
+US$4.45萬
|
+239
|
+2%
|
|
|
1957
|
Fieldview Capital Management
Niles,
Michigan
|
US$166萬
|
+US$150萬
|
+8,067
|
+413%
|
|
|
1958
|
Letson Investment Management
Atlanta,
Georgia
|
US$166萬
|
-US$8,376
|
-45
|
-0.4%
|
|
|
1959
|
TLWM Financial
San Antonio,
Texas
|
US$166萬
|
-US$3.24萬
|
-174
|
-2%
|
|
|
1960
|
Barbara Oil Co
Chicago,
Illinois
|
US$166萬
|
–
|
–
|
–
|
|
|
1961
|
JBF Capital
Aspen,
Colorado
|
US$166萬
|
+US$186萬
|
+10,000
|
新
|
|
|
1962
|
Apriem Advisors
Irvine,
California
|
US$166萬
|
-US$54.2萬
|
-2,914
|
-23%
|
|
|
1963
|
Marco Investment Management
Atlanta,
Georgia
|
US$166萬
|
–
|
–
|
–
|
|
|
1964
|
Weaver C. Barksdale & Associates
Nashville,
Tennessee
|
US$166萬
|
-US$2,047
|
-11
|
-0.1%
|
|
|
1965
|
M.E. Allison & Co
San Antonio,
Texas
|
US$165萬
|
+US$558
|
+3
|
+0%
|
|
|
1966
|
RFP Financial Group
Atlanta,
Georgia
|
US$165萬
|
+US$8.52萬
|
+458
|
+5%
|
|
|
1967
|
Harbor Advisory Corp
Portsmouth,
New Hampshire
|
US$165萬
|
-US$11.3萬
|
-605
|
-6%
|
|
|
1968
|
Marietta Investment Partners
Milwaukee,
Wisconsin
|
US$164萬
|
-US$70.7萬
|
-3,800
|
-28%
|
|
|
1969
|
Chilton Capital Management
Houston,
Texas
|
US$164萬
|
+US$7.56萬
|
+406
|
+4%
|
|
|
1970
|
Convergence Financial
Columbia,
Missouri
|
US$164萬
|
+US$56.6萬
|
+3,043
|
+45%
|
|
|
1971
|
Garrison Point Advisors
Walnut Creek,
California
|
US$164萬
|
-US$3.65萬
|
-196
|
-2%
|
|
|
1972
|
Mason Investment Advisory Services
Reston,
Virginia
|
US$164萬
|
-US$7.3萬
|
-392
|
-4%
|
|
|
1973
|
Stonebridge Financial Group
San Rafael,
California
|
US$163萬
|
+US$183萬
|
+9,851
|
新
|
|
|
1974
|
Iams Wealth Management
Omaha,
Nebraska
|
US$162萬
|
+US$24.8萬
|
+1,330
|
+16%
|
|
|
1975
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
US$162萬
|
-US$3.57萬
|
-192
|
-2%
|
|
