|
1951
|
Commonwealth Retirement Investments
Richmond,
Virginia
|
US$2.91萬
|
+US$2.96萬
|
+172
|
新
|
|
|
1952
|
South Dakota Investment Council
Sioux Falls,
South Dakota
|
US$2.9萬
|
-US$18.1萬
|
-1,051
|
-86%
|
|
|
1953
|
Kelleher Financial Advisors
New York
|
US$2.89萬
|
+US$2.94萬
|
+171
|
新
|
|
|
1954
|
Walsh & Associates
Sarasota,
Florida
|
US$2.87萬
|
–
|
–
|
–
|
|
|
1955
|
Kemnay Advisory Services
New York
|
US$2.86萬
|
+US$2,410
|
+14
|
+9%
|
|
|
1956
|
First United Bank & Trust
Oakland,
Maryland
|
US$2.79萬
|
–
|
–
|
–
|
|
|
1957
|
Compass Financial Management
Tampa,
Florida
|
US$2.75萬
|
+US$2.7萬
|
+157
|
新
|
|
|
1958
|
Advantage Trust Company
Salina,
Kansas
|
US$2.74萬
|
–
|
–
|
–
|
|
|
1959
|
Ares Financial Consulting
Calabasas,
California
|
US$2.65萬
|
+US$3,443
|
+20
|
+15%
|
|
|
1960
|
AXS Investments
Port Chester,
New York
|
US$2.64萬
|
-US$4,131
|
-24
|
-13%
|
|
|
1961
|
Burkett Financial Services
Rock Hill,
South Carolina
|
US$2.61萬
|
+US$172
|
+1
|
+0.7%
|
|
|
1962
|
Axiom Investment Management
New York
|
US$2.54萬
|
–
|
–
|
–
|
|
|
1963
|
Fairscale Capital
Nashua,
New Hampshire
|
US$2.53萬
|
+US$172
|
+1
|
+0.7%
|
|
|
1964
|
Sachetta
Lynnfield,
Massachusetts
|
US$2.49萬
|
+US$3,959
|
+23
|
+19%
|
|
|
1965
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
US$2.47萬
|
–
|
–
|
–
|
|
|
1966
|
Strategic Investment Solutions
Orland Park,
Illinois
|
US$2.46萬
|
-US$1,549
|
-9
|
-6%
|
|
|
1967
|
Joseph Group Capital Management
Columbus,
Ohio
|
US$2.43萬
|
+US$5,681
|
+33
|
+30%
|
|
|
1968
|
Creative Capital Management Investments
San Diego,
California
|
US$2.42萬
|
+US$7,402
|
+43
|
+43%
|
|
|
1969
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
US$2.4萬
|
-US$5.15萬
|
-299
|
-68%
|
|
|
1970
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
US$2.4萬
|
-US$3,098
|
-18
|
-11%
|
|
|
1971
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
US$2.4萬
|
–
|
–
|
–
|
|
|
1972
|
Bogart Wealth LLC
Mclean,
Virginia
|
US$2.39萬
|
+US$3,098
|
+18
|
+15%
|
|
|
1973
|
Beacon Financial Strategies
Raleigh,
North Carolina
|
US$2.33萬
|
–
|
–
|
–
|
|
|
1974
|
PlanVest Financial
Gaithersburg,
Maryland
|
US$2.32萬
|
–
|
–
|
–
|
|
|
1975
|
James T. Borello
East Dundee,
Illinois
|
US$2.28萬
|
+US$2,410
|
+14
|
+12%
|
|
