|
1951
|
Wayfinding Financial
Lynnwood,
Washington
|
US$92.7萬
|
-US$2.67萬
|
-88
|
-4%
|
|
|
1952
|
Moody National Bank Trust Division
Galveston,
Texas
|
US$92.5萬
|
–
|
–
|
–
|
|
|
1953
|
BCR Wealth Strategies
Vestavia,
Alabama
|
US$92.2萬
|
–
|
–
|
–
|
|
|
1954
|
Blackhawk Capital Partners
Thiensville,
Wisconsin
|
US$91.7萬
|
+US$6,982
|
+23
|
+1%
|
|
|
1955
|
Accordant Advisory Group
Annapolis,
Maryland
|
US$91.5萬
|
–
|
–
|
–
|
|
|
1956
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
US$91.4萬
|
-US$51.3萬
|
-1,689
|
-44%
|
|
|
1957
|
BlackDiamond Wealth Management
New York
|
US$91.3萬
|
+US$12.5萬
|
+412
|
+16%
|
|
|
1958
|
Balentine LLC
Atlanta,
Georgia
|
US$91.3萬
|
+US$64萬
|
+2,107
|
新
|
|
|
1959
|
Pragma Gestao de Patrimonio
Sao Paulo,
Brazil
|
US$91萬
|
+US$63.7萬
|
+2,100
|
新
|
|
|
1960
|
Optimist Retirement Group
Bellevue,
Washington
|
US$90.8萬
|
+US$2.49萬
|
+82
|
+4%
|
|
|
1961
|
Rakuten Securities
Tokyo,
Japan
|
US$90.6萬
|
+US$9.5萬
|
+314
|
+18%
|
|
|
1962
|
Global Assets Advisory
Orlando,
Florida
|
US$90.6萬
|
+US$71.5萬
|
+2,355
|
新
|
|
|
1963
|
David J. Yvars Group
University Park,
Florida
|
US$90.6萬
|
+US$63.4萬
|
+2,090
|
新
|
|
|
1964
|
Heritage Wealth Management (Ohio)
Cincinnati,
Ohio
|
US$90.5萬
|
+US$63.4萬
|
+2,089
|
新
|
|
|
1965
|
Ridgepath Capital Management
Knoxville,
Tennessee
|
US$90.1萬
|
–
|
–
|
–
|
|
|
1966
|
Teucrium Investment Advisors
Burlington,
Vermont
|
US$90.1萬
|
-US$77.6萬
|
-2,557
|
-55%
|
|
|
1967
|
Odyssean LLC
Darien,
Connecticut
|
US$90萬
|
–
|
–
|
–
|
|
|
1968
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
US$89.8萬
|
+US$3.1萬
|
+102
|
+5%
|
|
|
1969
|
Avantra Family Wealth
Mechanicsburg,
Pennsylvania
|
US$89.6萬
|
+US$12.3萬
|
+404
|
+24%
|
|
|
1970
|
Collaborative Fund Advisors
Reno,
Nevada
|
US$89.6萬
|
+US$62.7萬
|
+2,067
|
新
|
|
|
1971
|
Excalibur Management
Waltham,
Massachusetts
|
US$89.6萬
|
-US$4,553
|
-15
|
-0.7%
|
|
|
1972
|
Bank Pictet & Cie (Europe)
Frankfurt Am Main,
Germany
|
US$89.4萬
|
-US$18.2萬
|
-601
|
-23%
|
|
|
1973
|
Csenge Advisory Group
Clearwater,
Florida
|
US$89.3萬
|
+US$2.73萬
|
+90
|
+5%
|
|
|
1974
|
|
US$89.2萬
|
+US$15.9萬
|
+523
|
+34%
|
|
|
1975
|
George Kaiser Family Foundation
Tulsa,
Oklahoma
|
US$89.2萬
|
-US$105萬
|
-3,456
|
-63%
|
|
