|
1951
|
Aventura Private Wealth
Aventura,
Florida
|
US$1,253
|
–
|
–
|
–
|
|
|
1952
|
Chilton Capital Management
Houston,
Texas
|
US$1,253
|
–
|
–
|
–
|
|
|
1953
|
PayPay Securities
Tokyo,
Japan
|
US$1,253
|
–
|
–
|
–
|
|
|
1954
|
Morton Brown Family Wealth
Allentown,
Pennsylvania
|
US$1,253
|
+US$1,453
|
+4
|
新
|
|
|
1955
|
Caitlin John
Brighton,
Michigan
|
US$973
|
-US$727
|
-2
|
-40%
|
|
|
1956
|
Elevated Capital Advisors
Sandy,
Utah
|
US$953
|
–
|
–
|
–
|
|
|
1957
|
Spectrum Wealth Advisory Group
Granite Bay,
California
|
US$943
|
+US$1,090
|
+3
|
新
|
|
|
1958
|
Trifecta Capital Advisors
Northbrook,
Illinois
|
US$940
|
+US$1,090
|
+3
|
新
|
|
|
1959
|
Kings Path Partners
Sugar Land,
Texas
|
US$939
|
+US$1,090
|
+3
|
新
|
|
|
1960
|
Banque Cantonale Vaudoise
Lausanne,
Switzerland
|
US$645
|
-US$115萬
|
-3,169
|
-61%
|
|
|
1961
|
Breakwater Investment Management
Seattle,
Washington
|
US$627
|
–
|
–
|
–
|
|
|
1962
|
Sunrise Financial Services
Burien,
Washington
|
US$626
|
–
|
–
|
–
|
|
|
1963
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
US$626
|
+US$363
|
+1
|
+100%
|
|
|
1964
|
Financial Network Wealth Advisors
Murray,
Utah
|
US$626
|
+US$727
|
+2
|
新
|
|
|
1965
|
Cordant Inc
Portland,
Oregon
|
US$486
|
+US$727
|
+2
|
新
|
|
|
1966
|
3 Factor Indexing
Sacramento,
California
|
US$314
|
–
|
–
|
–
|
|
|
1967
|
NorthAvenue LLC
Columbus,
Ohio
|
US$314
|
–
|
–
|
–
|
|
|
1968
|
Redwood Park Advisors
Redwood City,
California
|
US$314
|
–
|
–
|
–
|
|
|
1969
|
Maryland Capital Advisors
Chester,
Maryland
|
US$314
|
+US$363
|
+1
|
新
|
|
|
1970
|
Ross\Johnson & Associates
Plymouth,
Minnesota
|
US$313
|
+US$363
|
+1
|
新
|
|
|
1971
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
US$304
|
+US$363
|
+1
|
新
|
|
|
1972
|
Burkett Financial Services
Rock Hill,
South Carolina
|
US$16
|
–
|
–
|
–
|
|
|
1973
|
Holocene Advisors
New York
|
–
|
-US$2.82億
|
-791,178
|
已平倉
|
|
|
1974
|
TOMS Capital Investment Management
New York
|
–
|
-US$1.28億
|
-360,000
|
已平倉
|
|
|
1975
|
Junto Capital Management
New York
|
–
|
-US$6864萬
|
-192,711
|
已平倉
|
|
