|
1951
|
Alteri Wealth
Westlake Village,
California
|
US$377萬
|
+US$7.87萬
|
+77
|
+3%
|
|
|
1952
|
Lighthouse Financial Services
Brea,
California
|
US$376萬
|
+US$9.2萬
|
+90
|
+3%
|
|
|
1953
|
TBH Global Asset Management
Brentwood,
Tennessee
|
US$376萬
|
+US$62.9萬
|
+616
|
+24%
|
|
|
1954
|
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
|
US$376萬
|
+US$16.6萬
|
+162
|
+5%
|
|
|
1955
|
Lotus Technology Management
Orlando,
Florida
|
US$375萬
|
+US$320萬
|
+3,128
|
新
|
|
|
1956
|
XXI Wealth LLC
Chicago,
Illinois
|
US$375萬
|
+US$8.79萬
|
+86
|
+3%
|
|
|
1957
|
Bosman Wealth Management
Redlands,
California
|
US$375萬
|
+US$319萬
|
+3,124
|
新
|
|
|
1958
|
Howland Capital Management
Boston,
Massachusetts
|
US$374萬
|
-US$26萬
|
-254
|
-8%
|
|
|
1959
|
Somerset Group
Wayzata,
Minnesota
|
US$374萬
|
–
|
–
|
–
|
|
|
1960
|
Brookwood Investment Group
Phoenix,
Arizona
|
US$373萬
|
+US$7.97萬
|
+78
|
+3%
|
|
|
1961
|
True North Advisors
Dallas,
Texas
|
US$373萬
|
-US$15.4萬
|
-151
|
-5%
|
|
|
1962
|
Blue Capital Inc
Omaha,
Nebraska
|
US$373萬
|
-US$52.2萬
|
-511
|
-14%
|
|
|
1963
|
Rollins Financial Advisors
New York City,
New York
|
US$372萬
|
+US$151萬
|
+1,475
|
+90%
|
|
|
1964
|
Reliant Investment Partners
Pinehurst,
North Carolina
|
US$372萬
|
-US$4.7萬
|
-46
|
-1%
|
|
|
1965
|
Marino Stram & Associates
Braintree,
Massachusetts
|
US$371萬
|
-US$3.07萬
|
-30
|
-1%
|
|
|
1966
|
JCIC Asset Management
Toronto,
Ontario, Canada
|
US$370萬
|
–
|
–
|
–
|
|
|
1967
|
Henson-Edgewater Management
Avon,
Ohio
|
US$370萬
|
+US$5.11萬
|
+50
|
+2%
|
|
|
1968
|
Drive Wealth Management
Lehi,
Utah
|
US$369萬
|
+US$13.1萬
|
+128
|
+4%
|
|
|
1969
|
Alta Advisers
London,
United Kingdom
|
US$369萬
|
–
|
–
|
–
|
|
|
1970
|
CVA Family Office
Denver,
Colorado
|
US$369萬
|
+US$3.07萬
|
+30
|
+1%
|
|
|
1971
|
Marvin & Palmer Associates
Wilmington,
Delaware
|
US$368萬
|
+US$313萬
|
+3,065
|
新
|
|
|
1972
|
Machina Capital
Paris,
France
|
US$366萬
|
+US$312萬
|
+3,054
|
新
|
|
|
1973
|
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
US$366萬
|
+US$8.79萬
|
+86
|
+3%
|
|
|
1974
|
Fortitude Family Office
Scottsdale,
Arizona
|
US$365萬
|
+US$5.31萬
|
+52
|
+2%
|
|
|
1975
|
Brick & Kyle Associates
Newtown,
Pennsylvania
|
US$365萬
|
–
|
–
|
–
|
|
