|
1926
|
Sepio Capital
Salt Lake City,
Utah
|
US$39.7萬
|
-US$4.52萬
|
-1,727
|
-9%
|
|
|
1927
|
Live Oak Private Wealth
Wilmington,
North Carolina
|
US$39.7萬
|
-US$2.38萬
|
-910
|
-5%
|
|
|
1928
|
Waterfront Wealth
Overland Park,
Kansas
|
US$39.5萬
|
+US$2,171
|
+83
|
+0.5%
|
|
|
1929
|
Silver Oak Securities
Jackson,
Tennessee
|
US$39.4萬
|
-US$3.71萬
|
-1,419
|
-8%
|
|
|
1930
|
Westside Investment Management
Santa Monica,
California
|
US$39.3萬
|
+US$4,055
|
+155
|
+1%
|
|
|
1931
|
City National Bank of Florida
Miami,
Florida
|
US$39.2萬
|
-US$3.06萬
|
-1,169
|
-7%
|
|
|
1932
|
LMG Wealth Partners
Shreveport,
Louisiana
|
US$39.2萬
|
-US$3.33萬
|
-1,273
|
-7%
|
|
|
1933
|
Shulman DeMeo Asset Management
Lake Success,
New York
|
US$39.2萬
|
-US$8,554
|
-327
|
-2%
|
|
|
1934
|
WBH Advisory
Baltimore,
Maryland
|
US$39.2萬
|
-US$1.31萬
|
-500
|
-3%
|
|
|
1935
|
Magnolia Capital Advisors
Jackson,
Mississippi
|
US$39.2萬
|
+US$1.84萬
|
+705
|
+5%
|
|
|
1936
|
Towarzystwo Funduszy Inwestycyjnych PZU SA
Warsaw,
|
US$39.1萬
|
+US$4.15萬
|
+1,586
|
+11%
|
|
|
1937
|
4Wealth Advisors
Burr Ridge,
Illinois
|
US$39萬
|
-US$1.31萬
|
-499
|
-3%
|
|
|
1938
|
Orion Investment Company
St. Louis,
Missouri
|
US$39萬
|
–
|
–
|
–
|
|
|
1939
|
Investment Partners
New Philadelphia,
Ohio
|
US$39萬
|
+US$2,877
|
+110
|
+0.7%
|
|
|
1940
|
Pinnacle West Asset Management
Casper,
Wyoming
|
US$38.9萬
|
–
|
–
|
–
|
|
|
1941
|
Charles Schwab Trust
Henderson,
Nevada
|
US$38.8萬
|
+US$16.8萬
|
+6,419
|
+66%
|
|
|
1942
|
SYM Financial Corp
Winona Lake,
Indiana
|
US$38.8萬
|
+US$17.5萬
|
+6,696
|
+71%
|
|
|
1943
|
Element Wealth
Ridgeland,
Mississippi
|
US$38.6萬
|
-US$5,075
|
-194
|
-1%
|
|
|
1944
|
Bay Colony Advisors
Concord,
Massachusetts
|
US$38.6萬
|
+US$8.79萬
|
+3,359
|
+27%
|
|
|
1945
|
World Equity Group
Schaumburg,
Illinois
|
US$38.6萬
|
+US$2.12萬
|
+810
|
+5%
|
|
|
1946
|
Third View Private Wealth
Westport,
Connecticut
|
US$38.6萬
|
-US$1.45萬
|
-555
|
-3%
|
|
|
1947
|
OceanIQ Capital
Palo Alto,
California
|
US$38.5萬
|
+US$37.9萬
|
+14,479
|
新
|
|
|
1948
|
Michael J. Porro & Co. Financial Advisors, Inc.
Old Tappan,
New Jersey
|
US$38.5萬
|
-US$2,093
|
-80
|
-0.5%
|
|
|
1949
|
Marathon Capital Management
Hunt Valley,
Maryland
|
US$38.5萬
|
-US$9,077
|
-347
|
-2%
|
|
|
1950
|
PFG Advisors
Phoenix,
Arizona
|
US$38.5萬
|
-US$6.3萬
|
-2,407
|
-13%
|
|
