|
1951
|
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
US$44.8萬
|
-US$4.26萬
|
-418
|
-8%
|
|
|
1952
|
Polymer Capital Management
New York
|
US$44.8萬
|
-US$43.6萬
|
-4,279
|
-48%
|
|
|
1953
|
Richard W. Paul & Associates
Novi,
Michigan
|
US$44.8萬
|
+US$23.8萬
|
+2,339
|
+101%
|
|
|
1954
|
Willow Creek Wealth Management
Sebastopol,
California
|
US$44.7萬
|
+US$47.4萬
|
+4,648
|
新
|
|
|
1955
|
Altus Wealth Group
Colorado Springs,
Colorado
|
US$44.7萬
|
-US$9,379
|
-92
|
-2%
|
|
|
1956
|
|
US$44.6萬
|
-US$714
|
-7
|
-0.2%
|
|
|
1957
|
PAX Financial Group
San Antonio,
Texas
|
US$44.5萬
|
-US$8,869
|
-87
|
-2%
|
|
|
1958
|
Edgewood Management
Greenwich,
Connecticut
|
US$44.3萬
|
–
|
–
|
–
|
|
|
1959
|
Harvey Investment Company
Louisville,
Kentucky
|
US$44.3萬
|
–
|
–
|
–
|
|
|
1960
|
|
US$44.2萬
|
–
|
–
|
–
|
|
|
1961
|
Moss Adams Wealth Advisors
Seattle,
Washington
|
US$44.2萬
|
+US$3.49萬
|
+342
|
+8%
|
|
|
1962
|
MSH Capital Advisors
Scottsdale,
Arizona
|
US$44.2萬
|
+US$2.9萬
|
+284
|
+7%
|
|
|
1963
|
High Net Worth Advisory Group
Naples,
Florida
|
US$44.1萬
|
–
|
–
|
–
|
|
|
1964
|
Wealth Management Associates
Cherry Hill,
New Jersey
|
US$44.1萬
|
-US$7.81萬
|
-766
|
-14%
|
|
|
1965
|
Jacksonville Wealth Management
Jacksonville,
Florida
|
US$44.1萬
|
-US$8,462
|
-83
|
-2%
|
|
|
1966
|
Twin Lakes Capital Management
Redwood Shores,
California
|
US$44萬
|
-US$1.08萬
|
-106
|
-2%
|
|
|
1967
|
Archford Capital Strategies
Swansea,
Illinois
|
US$44萬
|
-US$2.44萬
|
-239
|
-5%
|
|
|
1968
|
RFG - Bristol Wealth Advisors
Taunton,
Massachusetts
|
US$43.9萬
|
–
|
–
|
–
|
|
|
1969
|
Hall Capital Management
Barrington,
Rhode Island
|
US$43.8萬
|
–
|
–
|
–
|
|
|
1970
|
Goldstein Advisors
Madison,
Wisconsin
|
US$43.8萬
|
+US$15.2萬
|
+1,495
|
+49%
|
|
|
1971
|
Marino Stram & Associates
Braintree,
Massachusetts
|
US$43.7萬
|
-US$1,121
|
-11
|
-0.2%
|
|
|
1972
|
COFG Advisors
Oak Brook,
Illinois
|
US$43.6萬
|
+US$2.46萬
|
+241
|
+6%
|
|
|
1973
|
Interchange Capital Partners
Pittsburgh,
Pennsylvania
|
US$43.5萬
|
-US$12萬
|
-1,176
|
-21%
|
|
|
1974
|
Calton & Associates
Tampa,
Florida
|
US$43.5萬
|
-US$2.61萬
|
-256
|
-5%
|
|
|
1975
|
Shum Financial Group
Alameda,
California
|
US$43.3萬
|
-US$14.9萬
|
-1,458
|
-24%
|
|
