|
1951
|
KPP Advisory Services
Louisville,
Kentucky
|
US$61.9萬
|
-US$1.82萬
|
-44
|
-3%
|
|
|
1952
|
Panoramic Investment Advisors
Denver,
Colorado
|
US$61.7萬
|
+US$5.01萬
|
+121
|
+8%
|
|
|
1953
|
Barlow Wealth Partners
Louisville,
Kentucky
|
US$61.6萬
|
+US$3.85萬
|
+93
|
+6%
|
|
|
1954
|
IFC & Insurance Marketing
Auburn,
California
|
US$61.5萬
|
+US$2,071
|
+5
|
+0.3%
|
|
|
1955
|
IAM Advisory
Easton,
Pennsylvania
|
US$61.4萬
|
–
|
–
|
–
|
|
|
1956
|
Invictus Private Wealth
Denver,
Colorado
|
US$61.4萬
|
+US$69萬
|
+1,666
|
新
|
|
|
1957
|
Gradient Investments
Arden Hills,
Minnesota
|
US$61萬
|
-US$21.7萬
|
-525
|
-24%
|
|
|
1958
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
US$60.7萬
|
-US$227萬
|
-5,481
|
-77%
|
|
|
1959
|
Amitell Capital
Singapore
|
US$60.7萬
|
+US$68.3萬
|
+1,648
|
新
|
|
|
1960
|
Family Office Research
Bethesda,
Maryland
|
US$60.7萬
|
+US$1.45萬
|
+35
|
+2%
|
|
|
1961
|
Fortitude Advisory Group
Gig Harbor,
Washington
|
US$60.3萬
|
-US$9,114
|
-22
|
-1%
|
|
|
1962
|
Lockerman Financial Group
Newport Beach,
California
|
US$60.2萬
|
+US$10.7萬
|
+258
|
+19%
|
|
|
1963
|
CM Wealth Advisors
Beachwood,
Ohio
|
US$60萬
|
–
|
–
|
–
|
|
|
1964
|
Investment Partners Asset Management
Metuchen,
New Jersey
|
US$60萬
|
+US$414
|
+1
|
+0.1%
|
|
|
1965
|
Monograph Wealth Advisors
Manhattan Beach,
California
|
US$60萬
|
+US$12.8萬
|
+310
|
+24%
|
|
|
1966
|
Main Line Retirement Advisors
Whitefish,
Montana
|
US$59.9萬
|
–
|
–
|
–
|
|
|
1967
|
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
US$59.8萬
|
-US$3.85萬
|
-93
|
-5%
|
|
|
1968
|
Painted Porch Advisors
Santa Barbara,
California
|
US$59.8萬
|
+US$67.3萬
|
+1,624
|
新
|
|
|
1969
|
CMT Capital Markets Trading
Frankfurt,
Germany
|
US$59.8萬
|
+US$13.5萬
|
+325
|
+25%
|
|
|
1970
|
Diamant Asset Management
Ridgefield,
Connecticut
|
US$59.7萬
|
–
|
–
|
–
|
|
|
1971
|
OLIO Financial Planning
Mclean,
Virginia
|
US$59.7萬
|
+US$414
|
+1
|
+0.1%
|
|
|
1972
|
Kapstone Financial Advisors
Lebanon,
Ohio
|
US$59.7萬
|
+US$16.5萬
|
+399
|
+33%
|
|
|
1973
|
Curio Wealth
Annapolis,
Maryland
|
US$59.6萬
|
–
|
–
|
–
|
|
|
1974
|
Osbon Capital Management
Boston,
Massachusetts
|
US$59.6萬
|
-US$414
|
-1
|
-0.1%
|
|
|
1975
|
Bourne Lent Asset Management
Pawling,
New York
|
US$59.6萬
|
–
|
–
|
–
|
|
