|
1951
|
Split Creek LLC DBA Split Creek Capital LLC
Charlottesville,
Virginia
|
US$92.7萬
|
–
|
–
|
–
|
|
|
1952
|
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
US$92.5萬
|
-US$8.01萬
|
-437
|
-8%
|
|
|
1953
|
Meadow Creek Wealth Advisors
Atlanta,
Georgia
|
US$92.2萬
|
+US$2.93萬
|
+160
|
+3%
|
|
|
1954
|
Proffitt & Goodson
Knoxville,
Tennessee
|
US$92.1萬
|
+US$1.25萬
|
+68
|
+1%
|
|
|
1955
|
Ironwood Investment Counsel
Scottsdale,
Arizona
|
US$92.1萬
|
+US$4,035
|
+22
|
+0.5%
|
|
|
1956
|
Olistico Wealth
Tulsa,
Oklahoma
|
US$92萬
|
–
|
–
|
–
|
|
|
1957
|
TRB Wealth Management
Houston,
Texas
|
US$91.9萬
|
+US$9.6萬
|
+526
|
+12%
|
|
|
1958
|
Tempo Wealth
Independence,
Ohio
|
US$91.9萬
|
+US$19.9萬
|
+1,087
|
+29%
|
|
|
1959
|
|
US$91.6萬
|
+US$367
|
+2
|
+0%
|
|
|
1960
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
US$91.6萬
|
-US$2.27萬
|
-124
|
-3%
|
|
|
1961
|
Convergence Financial
Columbia,
Missouri
|
US$91.5萬
|
+US$39.6萬
|
+2,160
|
+81%
|
|
|
1962
|
Wealth Intelligence
Columbus,
Georgia
|
US$91.4萬
|
+US$1.94萬
|
+106
|
+2%
|
|
|
1963
|
Greenwood Gearhart
Fayetteville,
Arkansas
|
US$91.3萬
|
+US$14.8萬
|
+807
|
+20%
|
|
|
1964
|
King Wealth Management Group
Naples,
Florida
|
US$91.3萬
|
+US$1.28萬
|
+70
|
+1%
|
|
|
1965
|
Clearstead Trust
Portland,
Maine
|
US$91.2萬
|
–
|
–
|
–
|
|
|
1966
|
Patton Albertson Miller Group
Chattanooga,
Tennessee
|
US$91.1萬
|
-US$6,419
|
-35
|
-0.7%
|
|
|
1967
|
GatePass Capital
Independence,
Ohio
|
US$91.1萬
|
+US$2.33萬
|
+127
|
+3%
|
|
|
1968
|
Evolve Private Wealth
Los Angeles,
California
|
US$91.1萬
|
-US$155萬
|
-8,472
|
-64%
|
|
|
1969
|
Milestone Asset Management
Pittsburgh,
Pennsylvania
|
US$91.1萬
|
+US$26.1萬
|
+1,424
|
+42%
|
|
|
1970
|
Fountainhead AM
Warren,
New Jersey
|
US$91.1萬
|
+US$17.5萬
|
+954
|
+25%
|
|
|
1971
|
Hardy Reed
Tupelo,
Mississippi
|
US$91萬
|
+US$1.28萬
|
+70
|
+1%
|
|
|
1972
|
TAGStone Capital
Charlotte,
North Carolina
|
US$90.8萬
|
+US$183
|
+1
|
+0%
|
|
|
1973
|
BCS Wealth Management
Johnson City,
Tennessee
|
US$90.7萬
|
+US$10.8萬
|
+591
|
+14%
|
|
|
1974
|
Emerald Advisors
Bellevue,
Washington
|
US$90.2萬
|
-US$2.09萬
|
-114
|
-2%
|
|
|
1975
|
Catalyst Investment Management
Windham,
New Hampshire
|
US$90萬
|
+US$12.7萬
|
+690
|
+17%
|
|
