|
1951
|
Innovative Asset Advisors Group
Shelton,
Connecticut
|
US$48.7萬
|
-US$11.6萬
|
-671
|
-20%
|
|
|
1952
|
Jacobsen Capital Management
Salt Lake City,
Utah
|
US$48.6萬
|
+US$1.86萬
|
+107
|
+4%
|
|
|
1953
|
Elevatus Welath Management
Victor,
New York
|
US$48.6萬
|
+US$3,295
|
+19
|
+0.7%
|
|
|
1954
|
Matthew Hamilton Rosenberg
|
US$48.4萬
|
+US$5.58萬
|
+322
|
+14%
|
|
|
1955
|
Generation Capital Management
Pittsford,
New York
|
US$48.4萬
|
–
|
–
|
–
|
|
|
1956
|
Highland Investment Advisors
Ponte Vedra,
Florida
|
US$48.4萬
|
+US$46.4萬
|
+2,673
|
新
|
|
|
1957
|
Archford Capital Strategies
Swansea,
Illinois
|
US$48.3萬
|
+US$5.41萬
|
+312
|
+13%
|
|
|
1958
|
Lee Johnson Capital Management
Fort Worth,
Texas
|
US$48.2萬
|
–
|
–
|
–
|
|
|
1959
|
Diversified Management
Milwaukee,
Wisconsin
|
US$48.2萬
|
-US$70.4萬
|
-4,060
|
-60%
|
|
|
1960
|
Edgemoor Investment Advisors
Bethesda,
Maryland
|
US$48.2萬
|
–
|
–
|
–
|
|
|
1961
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
US$48.1萬
|
+US$2.58萬
|
+149
|
+6%
|
|
|
1962
|
Commons Capital
Needham,
Massachusetts
|
US$47.8萬
|
–
|
–
|
–
|
|
|
1963
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
US$47.8萬
|
-US$1,214
|
-7
|
-0.3%
|
|
|
1964
|
Alexander Labrunerie & Co
Columbia,
Missouri
|
US$47.8萬
|
-US$3.1萬
|
-179
|
-6%
|
|
|
1965
|
55 North Private Wealth
Winter Park,
Florida
|
US$47.8萬
|
+US$17.6萬
|
+1,017
|
+63%
|
|
|
1966
|
Third View Private Wealth
Westport,
Connecticut
|
US$47.7萬
|
+US$8.97萬
|
+517
|
+24%
|
|
|
1967
|
Trueblood Wealth Management
Lima,
Ohio
|
US$47.7萬
|
+US$3.16萬
|
+182
|
+7%
|
|
|
1968
|
Wealth Management Associates
Cherry Hill,
New Jersey
|
US$47.6萬
|
+US$6.05萬
|
+349
|
+15%
|
|
|
1969
|
JMN Financial
New Albany,
Ohio
|
US$47.5萬
|
+US$4.27萬
|
+246
|
+10%
|
|
|
1970
|
Laraway Financial Advisors
Saint Cloud,
Minnesota
|
US$47.5萬
|
–
|
–
|
–
|
|
|
1971
|
|
US$47.5萬
|
+US$45.5萬
|
+2,625
|
新
|
|
|
1972
|
Capital Squared Financial
Rockville,
Maryland
|
US$47.5萬
|
+US$867
|
+5
|
+0.2%
|
|
|
1973
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
US$47.4萬
|
-US$5,723
|
-33
|
-1%
|
|
|
1974
|
Manchester Capital Management
Manchester,
Vermont
|
US$47.3萬
|
+US$867
|
+5
|
+0.2%
|
|
|
1975
|
Orion Capital Management
Coronado,
California
|
US$47.3萬
|
+US$1,041
|
+6
|
+0.2%
|
|
