|
1926
|
PUREfi Wealth
Boston,
Massachusetts
|
US$53.6萬
|
+US$1.84萬
|
+70
|
+4%
|
|
|
1927
|
LJI Wealth Management
Indianapolis,
Indiana
|
US$53.5萬
|
–
|
–
|
–
|
|
|
1928
|
Sunburst Financial Group
Vestavia Hills,
Alabama
|
US$53.5萬
|
-US$9,190
|
-35
|
-2%
|
|
|
1929
|
Garner Asset Management Corp
Plano,
Texas
|
US$53.4萬
|
-US$2.65萬
|
-101
|
-5%
|
|
|
1930
|
Pioneer Wealth Management Group
Austin,
Texas
|
US$53.4萬
|
-US$263
|
-1
|
-0.1%
|
|
|
1931
|
University of Texas/Texas AM Investment Management Co (UTIMCO)
Austin,
Texas
|
US$53.4萬
|
+US$48.6萬
|
+1,851
|
+1,668%
|
|
|
1932
|
Diesslin Group
Fort Worth,
Texas
|
US$53.3萬
|
–
|
–
|
–
|
|
|
1933
|
Evolution Advisers
Richmond,
Virginia
|
US$53.2萬
|
-US$2.23萬
|
-85
|
-4%
|
|
|
1934
|
KEB Asset Management
Springfield,
Illinois
|
US$52.9萬
|
–
|
–
|
–
|
|
|
1935
|
Widmann Financial Services
Bowie,
Maryland
|
US$52.9萬
|
–
|
–
|
–
|
|
|
1936
|
Bank of New Hampshire
Laconia,
New Hampshire
|
US$52.8萬
|
–
|
–
|
–
|
|
|
1937
|
Old Port Advisors
Portland,
Maine
|
US$52.8萬
|
+US$2萬
|
+76
|
+4%
|
|
|
1938
|
Global Assets Advisory
Orlando,
Florida
|
US$52.8萬
|
+US$18萬
|
+684
|
+56%
|
|
|
1939
|
James T. Borello
East Dundee,
Illinois
|
US$52.3萬
|
+US$1.97萬
|
+75
|
+4%
|
|
|
1940
|
Townsend & Associates
Westminster,
Colorado
|
US$52.3萬
|
-US$6,827
|
-26
|
-1%
|
|
|
1941
|
Focused Wealth Management
Newburgh,
New York
|
US$52.2萬
|
+US$2.31萬
|
+88
|
+5%
|
|
|
1942
|
Means Investment Company
Bangor,
Maine
|
US$52.2萬
|
-US$5,777
|
-22
|
-1%
|
|
|
1943
|
Patten Group
Chattanooga,
Tennessee
|
US$52萬
|
+US$2.6萬
|
+99
|
+5%
|
|
|
1944
|
New Covenant Trust Company
Jeffersonville,
Indiana
|
US$52萬
|
+US$8,403
|
+32
|
+2%
|
|
|
1945
|
Sunbeam Capital Management
Atlanta,
Georgia
|
US$52萬
|
+US$3,676
|
+14
|
+0.7%
|
|
|
1946
|
Wellspring Financial Advisors
Cleveland,
Ohio
|
US$51.9萬
|
-US$788
|
-3
|
-0.2%
|
|
|
1947
|
Samalin Investment Counsel
Chappaqua,
New York
|
US$51.9萬
|
+US$1,313
|
+5
|
+0.3%
|
|
|
1948
|
West Family Investments
Carlsbad,
California
|
US$51.4萬
|
+US$1.1萬
|
+42
|
+2%
|
|
|
1949
|
D.B. Root & Company
Pittsburgh,
Pennsylvania
|
US$51.4萬
|
+US$1.6萬
|
+61
|
+3%
|
|
|
1950
|
Cromwell Holdings
Jackson,
Wyoming
|
US$51.4萬
|
+US$3.26萬
|
+124
|
+7%
|
|
