|
1951
|
First American Trust
Santa Ana,
California
|
US$502萬
|
-US$50.6萬
|
-698
|
-9%
|
|
|
1952
|
Tanglewood Legacy Advisors
Houston,
Texas
|
US$502萬
|
-US$11.5萬
|
-158
|
-2%
|
|
|
1953
|
Alchemi Wealth
Essex,
Connecticut
|
US$502萬
|
+US$38.4萬
|
+530
|
+9%
|
|
|
1954
|
Ranch Capital Advisors
Sarasota,
Florida
|
US$501萬
|
+US$20.7萬
|
+285
|
+4%
|
|
|
1955
|
Indivisible Partners
Clearwater,
Florida
|
US$501萬
|
+US$433萬
|
+5,968
|
+808%
|
|
|
1956
|
Eagle Global Advisors
Houston,
Texas
|
US$501萬
|
-US$10.2萬
|
-140
|
-2%
|
|
|
1957
|
Boothbay Fund Management
New York
|
US$499萬
|
+US$222萬
|
+3,066
|
+85%
|
|
|
1958
|
Legacy Capital Wealth Partners
Little Rock,
Arkansas
|
US$499萬
|
-US$3976萬
|
-54,845
|
-75%
|
|
|
1959
|
Libra Wealth
Los Gatos,
California
|
US$499萬
|
–
|
–
|
–
|
|
|
1960
|
Gunpowder Capital Management
Towson,
Maryland
|
US$498萬
|
-US$52.7萬
|
-727
|
-10%
|
|
|
1961
|
Enclave Advisors
Austin,
Texas
|
US$498萬
|
-US$2,175
|
-3
|
-0%
|
|
|
1962
|
Boston Trust Walden
Boston,
Massachusetts
|
US$496萬
|
+US$22.4萬
|
+309
|
+5%
|
|
|
1963
|
Next Capital Management
New York
|
US$495萬
|
-US$9.21萬
|
-127
|
-2%
|
|
|
1964
|
Semitam Bonam
Goshen,
New York
|
US$495萬
|
-US$3.34萬
|
-46
|
-0.7%
|
|
|
1965
|
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
|
US$495萬
|
+US$53.9萬
|
+744
|
+13%
|
|
|
1966
|
Foundry Financial
Pasadena,
California
|
US$494萬
|
+US$442萬
|
+6,090
|
+1,160%
|
|
|
1967
|
Orgel Wealth Management
Altoona,
Wisconsin
|
US$494萬
|
+US$24.3萬
|
+335
|
+5%
|
|
|
1968
|
Beacon Financial Advisory
Cleveland,
Ohio
|
US$494萬
|
-US$18.3萬
|
-252
|
-4%
|
|
|
1969
|
Teucrium Investment Advisors
Burlington,
Vermont
|
US$494萬
|
+US$479萬
|
+6,610
|
新
|
|
|
1970
|
FSM Wealth Advisors
Cleveland,
Ohio
|
US$494萬
|
-US$33.9萬
|
-468
|
-7%
|
|
|
1971
|
Alley Investment Management Company
Lake Forest,
Illinois
|
US$493萬
|
-US$12.9萬
|
-178
|
-3%
|
|
|
1972
|
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
US$492萬
|
-US$76.3萬
|
-1,052
|
-14%
|
|
|
1973
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
US$492萬
|
+US$43.1萬
|
+594
|
+10%
|
|
|
1974
|
Semus Wealth Partners
Boca Raton,
Florida
|
US$491萬
|
-US$4.71萬
|
-65
|
-1%
|
|
|
1975
|
Towerpoint Wealth
Sacramento,
California
|
US$491萬
|
+US$44.5萬
|
+614
|
+10%
|
|
