|
1951
|
Dynamic Technology Lab
Singapore
|
US$41萬
|
-US$3.18萬
|
-175
|
-10%
|
|
|
1952
|
Towarzystwo Funduszy Inwestycyjnych PZU SA
Warsaw,
|
US$41萬
|
+US$4.09萬
|
+225
|
+16%
|
|
|
1953
|
Blue Chip Partners
Farmington Hills,
Michigan
|
US$40.9萬
|
+US$29.1萬
|
+1,601
|
新
|
|
|
1954
|
Harrell Investment Partners
Austin,
Texas
|
US$40.9萬
|
+US$1.91萬
|
+105
|
+7%
|
|
|
1955
|
North Dallas Bank & Trust
Dallas,
Texas
|
US$40.9萬
|
–
|
–
|
–
|
|
|
1956
|
Roberts Wealth Advisors
Palo Alto,
California
|
US$40.9萬
|
-US$364
|
-2
|
-0.1%
|
|
|
1957
|
Foster Group
West Des Moines,
Iowa
|
US$40.9萬
|
-US$1.2萬
|
-66
|
-4%
|
|
|
1958
|
CNB Bank
Clearfield,
Pennsylvania
|
US$40.9萬
|
–
|
–
|
–
|
|
|
1959
|
Lantern Wealth Advisors
Melville,
New York
|
US$40.9萬
|
–
|
–
|
–
|
|
|
1960
|
PFS Partners
Mine Hill,
New Jersey
|
US$40.8萬
|
+US$9.13萬
|
+502
|
+46%
|
|
|
1961
|
Charles Schwab Trust
Henderson,
Nevada
|
US$40.7萬
|
+US$1.64萬
|
+90
|
+6%
|
|
|
1962
|
Scientech Research LLC
Jersey City,
New Jersey
|
US$40.7萬
|
+US$29萬
|
+1,593
|
新
|
|
|
1963
|
Westmount Partners
Los Angeles,
California
|
US$40.7萬
|
-US$4.66萬
|
-256
|
-14%
|
|
|
1964
|
Cambient Family Office
Ada,
Michigan
|
US$40.7萬
|
+US$29萬
|
+1,592
|
新
|
|
|
1965
|
Valley Forge Investment Consultants
Audubon,
Pennsylvania
|
US$40.6萬
|
–
|
–
|
–
|
|
|
1966
|
Beaird Harris Wealth Management
Dallas,
Texas
|
US$40.6萬
|
–
|
–
|
–
|
|
|
1967
|
Principle Wealth Partners
Madison,
Connecticut
|
US$40.5萬
|
+US$28.9萬
|
+1,586
|
新
|
|
|
1968
|
Wedge Capital Management
Charlotte,
North Carolina
|
US$40.5萬
|
-US$3萬
|
-165
|
-9%
|
|
|
1969
|
RFG Holdings
Argyle,
Texas
|
US$40.5萬
|
+US$28.8萬
|
+1,585
|
新
|
|
|
1970
|
Monte Financial Group
Guilford,
Connecticut
|
US$40.4萬
|
-US$42.1萬
|
-2,312
|
-44%
|
|
|
1971
|
ShoreHaven Wealth Partners
Red Bank,
New Jersey
|
US$40.4萬
|
–
|
–
|
–
|
|
|
1972
|
Financial Insights
Tacoma,
Washington
|
US$40.4萬
|
+US$28.7萬
|
+1,580
|
新
|
|
|
1973
|
Fidelity D&D Bancorp
Dunmore,
Pennsylvania
|
US$40.2萬
|
-US$1.82萬
|
-100
|
-6%
|
|
|
1974
|
Heartland Bank & Trust
Bloomington,
Illinois
|
US$40.2萬
|
–
|
–
|
–
|
|
|
1975
|
Lynx Investment Advisory
Washington, Dc,
District of Columbia
|
US$40.2萬
|
+US$182
|
+1
|
+0.1%
|
|
