|
1951
|
Adams Chetwood Wealth Management
Durham,
North Carolina
|
US$156萬
|
–
|
–
|
–
|
|
|
1952
|
Whitener Capital Management
Rocky Mount,
North Carolina
|
US$156萬
|
-US$44.6萬
|
-1,628
|
-22%
|
|
|
1953
|
Founders Financial Alliance
Raleigh,
North Carolina
|
US$156萬
|
+US$35萬
|
+1,277
|
+29%
|
|
|
1954
|
South Shore Capital Advisors
Cohasset,
Massachusetts
|
US$156萬
|
+US$156萬
|
+5,692
|
新
|
|
|
1955
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
US$155萬
|
+US$28.8萬
|
+1,049
|
+23%
|
|
|
1956
|
Legato Capital Management
San Francisco,
California
|
US$155萬
|
–
|
–
|
–
|
|
|
1957
|
|
US$154萬
|
+US$3.37萬
|
+123
|
+2%
|
|
|
1958
|
Gyroscope Capital Management Group
Naples,
Florida
|
US$154萬
|
-US$1.12萬
|
-41
|
-0.7%
|
|
|
1959
|
Tiger Eye Capital
Nashville,
Tennessee
|
US$154萬
|
–
|
–
|
–
|
|
|
1960
|
Royal Fund Management
Lady Lake,
Florida
|
US$154萬
|
+US$24.3萬
|
+886
|
+19%
|
|
|
1961
|
Mengis Capital Management
Portland,
Oregon
|
US$153萬
|
-US$9.32萬
|
-340
|
-6%
|
|
|
1962
|
|
US$153萬
|
-US$5,483
|
-20
|
-0.4%
|
|
|
1963
|
New Jersey Better Educational Savings Trust
Trenton,
New Jersey
|
US$153萬
|
-US$26.2萬
|
-955
|
-15%
|
|
|
1964
|
Elite Wealth Management
Kirkland,
Washington
|
US$153萬
|
-US$27.7萬
|
-1,011
|
-15%
|
|
|
1965
|
Plancorp LLC
Saint Louis,
Missouri
|
US$152萬
|
+US$7.05萬
|
+257
|
+5%
|
|
|
1966
|
Future Financial Wealth Management
Cincinnati,
Ohio
|
US$152萬
|
+US$152萬
|
+5,560
|
新
|
|
|
1967
|
St. Johns Investment Management
Jacksonville,
Florida
|
US$151萬
|
-US$6萬
|
-219
|
-4%
|
|
|
1968
|
Abacus Planning Group
Columbia,
South Carolina
|
US$151萬
|
-US$7.32萬
|
-267
|
-5%
|
|
|
1969
|
Acropolis Investment Management
St. Louis,
Missouri
|
US$151萬
|
+US$11.8萬
|
+431
|
+8%
|
|
|
1970
|
Carl P. Sherr & Co
Worcester,
Massachusetts
|
US$151萬
|
-US$1.56萬
|
-57
|
-1%
|
|
|
1971
|
Frisch Financial Group
Melville,
New York
|
US$150萬
|
+US$9.6萬
|
+350
|
+7%
|
|
|
1972
|
Alterna Wealth Management
Houston,
Texas
|
US$150萬
|
-US$77.9萬
|
-2,840
|
-34%
|
|
|
1973
|
SSI Investment Management
Los Angeles,
California
|
US$150萬
|
-US$1,097
|
-4
|
-0.1%
|
|
|
1974
|
Gilman Hill Asset Management
New Canaan,
Connecticut
|
US$150萬
|
+US$8.99萬
|
+328
|
+6%
|
|
|
1975
|
Game Plan Financial Advisors
Westlake,
Ohio
|
US$150萬
|
+US$1.86萬
|
+68
|
+1%
|
|
