|
1951
|
JTC Employer Solutions Trustee
St Helier,
Jersey
|
US$15.7萬
|
–
|
–
|
–
|
|
|
1952
|
Alpine Bank Wealth Management
Grand Junction,
Colorado
|
US$15.6萬
|
+US$17.1萬
|
+392
|
新
|
|
|
1953
|
Fortitude Family Office
Scottsdale,
Arizona
|
US$15.5萬
|
–
|
–
|
–
|
|
|
1954
|
Toth Financial Advisory
Leesburg,
Virginia
|
US$15.5萬
|
–
|
–
|
–
|
|
|
1955
|
Kelleher Financial Advisors
New York
|
US$15.3萬
|
+US$15.5萬
|
+354
|
+1,180%
|
|
|
1956
|
Abound Wealth Management
Franklin,
Tennessee
|
US$15.3萬
|
-US$1.79萬
|
-41
|
-10%
|
|
|
1957
|
Strategic Investment Advisors
Farmington Hills,
Michigan
|
US$15.2萬
|
-US$1.66萬
|
-38
|
-9%
|
|
|
1958
|
Asset Dedication LLC
San Francisco,
California
|
US$15.1萬
|
–
|
–
|
–
|
|
|
1959
|
Adalta Capital Management
New York
|
US$14.9萬
|
–
|
–
|
–
|
|
|
1960
|
Blume Capital Management
Berkeley,
California
|
US$14.9萬
|
–
|
–
|
–
|
|
|
1961
|
Ares Financial Consulting
Calabasas,
California
|
US$14.9萬
|
+US$3,932
|
+9
|
+2%
|
|
|
1962
|
Private Wealth Asset Management
Cedar Rapids,
Iowa
|
US$14.8萬
|
-US$3.06萬
|
-70
|
-16%
|
|
|
1963
|
First Command Advisory Services
Fort Worth,
Texas
|
US$14.8萬
|
+US$8.61萬
|
+197
|
+113%
|
|
|
1964
|
Osterweis Capital Management
San Francisco,
California
|
US$14.6萬
|
–
|
–
|
–
|
|
|
1965
|
Chilton Capital Management
Houston,
Texas
|
US$14.5萬
|
+US$10.5萬
|
+241
|
+194%
|
|
|
1966
|
Nemes Rush Group
Novi,
Michigan
|
US$14.5萬
|
+US$3,495
|
+8
|
+2%
|
|
|
1967
|
Eurizon SLJ Capital
London,
|
US$14.4萬
|
–
|
–
|
–
|
|
|
1968
|
Strategic Advocates
Logan,
Utah
|
US$13.9萬
|
-US$1.05萬
|
-24
|
-6%
|
|
|
1969
|
Tidemark
San Diego,
California
|
US$13.6萬
|
-US$1,311
|
-3
|
-0.9%
|
|
|
1970
|
Steigerwald Gordon & Koch
Leesburg,
Virginia
|
US$13.6萬
|
–
|
–
|
–
|
|
|
1971
|
Covestor
London,
United Kingdom
|
US$13.3萬
|
+US$2.75萬
|
+63
|
+23%
|
|
|
1972
|
Trust Company of Toledo
Holland,
Ohio
|
US$13萬
|
+US$6,990
|
+16
|
+5%
|
|
|
1973
|
Southern Michigan Bank & Trust
Coldwater,
Michigan
|
US$13萬
|
-US$3,058
|
-7
|
-2%
|
|
|
1974
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
US$12.9萬
|
–
|
–
|
–
|
|
|
1975
|
Aviso Financial
Toronto,
Ontario, Canada
|
US$12.9萬
|
+US$6.64萬
|
+152
|
+88%
|
|
