|
1951
|
INVST
Indianapolis,
Indiana
|
US$245萬
|
+US$9.22萬
|
+123
|
+6%
|
|
|
1952
|
Nutshell Asset Management
Sevenoaks,
United Kingdom
|
US$244萬
|
+US$159萬
|
+2,118
|
新
|
|
|
1953
|
44 Wealth Management
Eugene,
Oregon
|
US$244萬
|
-US$348萬
|
-4,647
|
-69%
|
|
|
1954
|
|
US$244萬
|
+US$115萬
|
+1,540
|
+267%
|
|
|
1955
|
RS Crum Inc
Newport Beach,
California
|
US$244萬
|
+US$4.5萬
|
+60
|
+3%
|
|
|
1956
|
HM Payson & Co
Portland,
Maine
|
US$243萬
|
+US$2.62萬
|
+35
|
+2%
|
|
|
1957
|
Scratch Capital
Boise,
Idaho
|
US$242萬
|
-US$45.8萬
|
-611
|
-23%
|
|
|
1958
|
Barrier Capital Management
San Francisco,
California
|
US$242萬
|
+US$157萬
|
+2,100
|
新
|
|
|
1959
|
Tanager Wealth Management
Goring On Thames,
United Kingdom
|
US$242萬
|
+US$14.6萬
|
+195
|
+10%
|
|
|
1960
|
Magnolia Capital Advisors
Jackson,
Mississippi
|
US$242萬
|
-US$90.4萬
|
-1,205
|
-37%
|
|
|
1961
|
Carlson Financial
Canby,
Oregon
|
US$241萬
|
-US$29.9萬
|
-399
|
-16%
|
|
|
1962
|
Allium Financial Advisors
Lake Oswego,
Oregon
|
US$241萬
|
-US$35.2萬
|
-469
|
-18%
|
|
|
1963
|
Wealth Alliance
Mellville,
New York
|
US$241萬
|
-US$3.07萬
|
-41
|
-2%
|
|
|
1964
|
Madison Wealth Partners
Madison,
Wisconsin
|
US$241萬
|
+US$9.45萬
|
+126
|
+6%
|
|
|
1965
|
McAlister Sweet & Associates
Houston,
Texas
|
US$240萬
|
+US$42.4萬
|
+565
|
+37%
|
|
|
1966
|
Avanda Investment Management
Singapore
|
US$240萬
|
+US$13.5萬
|
+180
|
+9%
|
|
|
1967
|
Stoneridge Investment Partners
Radnor,
Pennsylvania
|
US$240萬
|
+US$219萬
|
+2,916
|
新
|
|
|
1968
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
US$240萬
|
+US$35.8萬
|
+477
|
+30%
|
|
|
1969
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
US$237萬
|
+US$9.37萬
|
+125
|
+6%
|
|
|
1970
|
Elevated Financial Group
Indianapolis,
Indiana
|
US$237萬
|
+US$20.2萬
|
+270
|
+15%
|
|
|
1971
|
Sittner & Nelson
Eugene,
Oregon
|
US$237萬
|
-US$27.6萬
|
-368
|
-15%
|
|
|
1972
|
Persistent Asset Partners
Hong Kong
|
US$237萬
|
-US$1087萬
|
-14,497
|
-88%
|
|
|
1973
|
Red Wave Investments
Dillsburg,
Pennsylvania
|
US$237萬
|
-US$28.9萬
|
-386
|
-16%
|
|
|
1974
|
May Hill Capital
Cohasset,
Massachusetts
|
US$237萬
|
+US$47.8萬
|
+638
|
+45%
|
|
|
1975
|
Estate Counselors
Thiensville,
Wisconsin
|
US$236萬
|
-US$229萬
|
-3,055
|
-60%
|
|
