|
1951
|
Core Wealth Management
Jupiter,
Florida
|
US$82.3萬
|
-US$573
|
-2
|
-0.1%
|
|
|
1952
|
LCM Capital Management
Chicago,
Illinois
|
US$82.2萬
|
+US$1.46萬
|
+51
|
+2%
|
|
|
1953
|
Denali Advisors
San Diego,
California
|
US$82.2萬
|
-US$91.3萬
|
-3,184
|
-51%
|
|
|
1954
|
Advantage Trust Company
Salina,
Kansas
|
US$82萬
|
+US$61.3萬
|
+2,139
|
+240%
|
|
|
1955
|
Paradigm Capital Management (Nevada)
Reno,
Nevada
|
US$81.8萬
|
–
|
–
|
–
|
|
|
1956
|
Duncker Streett & Co
St. Louis,
Missouri
|
US$81.7萬
|
-US$1.58萬
|
-55
|
-2%
|
|
|
1957
|
Financial Management Network
Mission Viejo,
California
|
US$81.6萬
|
-US$2.87萬
|
-100
|
-3%
|
|
|
1958
|
Wealth Architects
Mountain View,
California
|
US$81.5萬
|
+US$4,875
|
+17
|
+0.6%
|
|
|
1959
|
Dumont & Blake Investment Advisors
Princeton,
New Jersey
|
US$81.4萬
|
-US$6.31萬
|
-220
|
-7%
|
|
|
1960
|
Smith, Moore & Co
Clayton,
Missouri
|
US$81.4萬
|
-US$1.81萬
|
-63
|
-2%
|
|
|
1961
|
Berger Financial Group
Plymouth,
Minnesota
|
US$81.2萬
|
+US$3,154
|
+11
|
+0.4%
|
|
|
1962
|
Blackhill Capital
Morristown,
New Jersey
|
US$81.1萬
|
–
|
–
|
–
|
|
|
1963
|
BigSur Wealth Management
Miami,
Florida
|
US$80.9萬
|
+US$1.55萬
|
+54
|
+2%
|
|
|
1964
|
Harbour Capital Advisors
Tysons Corner,
Virginia
|
US$80.8萬
|
–
|
–
|
–
|
|
|
1965
|
Institute for Wealth Management
Denver,
Colorado
|
US$80.7萬
|
-US$4.3萬
|
-150
|
-5%
|
|
|
1966
|
Blodgett Wealth Advisors
Concord,
California
|
US$80.7萬
|
–
|
–
|
–
|
|
|
1967
|
Baker Boyer National Bank
Walla Walla,
Washington
|
US$80.6萬
|
-US$4,014
|
-14
|
-0.5%
|
|
|
1968
|
DeDora Capital
Napa,
California
|
US$80.6萬
|
–
|
–
|
–
|
|
|
1969
|
RNC Capital Management
Los Angeles,
California
|
US$80.4萬
|
-US$3.27萬
|
-114
|
-4%
|
|
|
1970
|
Dorato Capital Management
Denver,
Colorado
|
US$80.3萬
|
–
|
–
|
–
|
|
|
1971
|
RiverPark Advisors
New York
|
US$80.1萬
|
–
|
–
|
–
|
|
|
1972
|
Klingenstein Fields & Co
New York
|
US$80.1萬
|
+US$2.15萬
|
+75
|
+3%
|
|
|
1973
|
Intrua Financial
Houston,
Texas
|
US$80萬
|
-US$4.53萬
|
-158
|
-5%
|
|
|
1974
|
Garde Capital
Seattle,
Washington
|
US$80萬
|
-US$2.24萬
|
-78
|
-3%
|
|
|
1975
|
Persium Advisors
Atlanta,
Georgia
|
US$80萬
|
+US$17.9萬
|
+624
|
+27%
|
|
