|
1951
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
US$51.3萬
|
-US$10.5萬
|
-398
|
-17%
|
|
|
1952
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
US$51.2萬
|
–
|
–
|
–
|
|
|
1953
|
Eclectic Associates
Fullerton,
California
|
US$51.1萬
|
-US$5,514
|
-21
|
-1%
|
|
|
1954
|
Burford Brothers
Dallas,
Texas
|
US$51.1萬
|
+US$9,190
|
+35
|
+2%
|
|
|
1955
|
Paragon Private Wealth Management
Lexington,
Kentucky
|
US$51萬
|
+US$7,615
|
+29
|
+2%
|
|
|
1956
|
Delta Investment Management
San Francisco,
California
|
US$50.7萬
|
+US$1.02萬
|
+39
|
+2%
|
|
|
1957
|
Detalus Advisors
St. Louis,
Missouri
|
US$50.5萬
|
-US$3,676
|
-14
|
-0.7%
|
|
|
1958
|
Midwest Financial Group
Overland Park,
Kansas
|
US$50.4萬
|
+US$7,090
|
+27
|
+1%
|
|
|
1959
|
Prosperity Consulting Group
Owings Mills,
Maryland
|
US$50.3萬
|
+US$1.71萬
|
+65
|
+4%
|
|
|
1960
|
Affiance Financial
St. Louis Park,
Minnesota
|
US$50萬
|
+US$2,363
|
+9
|
+0.5%
|
|
|
1961
|
Putney Financial Group
San Rafael,
California
|
US$49.9萬
|
-US$9.6萬
|
-365
|
-17%
|
|
|
1962
|
Forza Wealth Management
Sarasota,
Florida
|
US$49.9萬
|
–
|
–
|
–
|
|
|
1963
|
Diligent Investors
Redlands,
California
|
US$49.8萬
|
-US$5,514
|
-21
|
-1%
|
|
|
1964
|
Hudock Inc
Williamsport,
Pennsylvania
|
US$49.7萬
|
-US$525
|
-2
|
-0.1%
|
|
|
1965
|
Bravera Wealth
Bismarck,
North Dakota
|
US$49.7萬
|
-US$1.6萬
|
-61
|
-3%
|
|
|
1966
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
US$49.7萬
|
-US$9,453
|
-36
|
-2%
|
|
|
1967
|
Crawford Investment Counsel
Atlanta,
Georgia
|
US$49.7萬
|
-US$50.5萬
|
-1,923
|
-51%
|
|
|
1968
|
|
US$49.6萬
|
–
|
–
|
–
|
|
|
1969
|
Matthew Hamilton Rosenberg
|
US$49.5萬
|
+US$4.54萬
|
+173
|
+11%
|
|
|
1970
|
Prosperity Capital Advisors
Westlake,
Ohio
|
US$49.5萬
|
+US$1.6萬
|
+61
|
+3%
|
|
|
1971
|
Florida Financial Advisors
Tampa,
Florida
|
US$49.4萬
|
+US$2.97萬
|
+113
|
+7%
|
|
|
1972
|
Montis Financial
Waltham,
Massachusetts
|
US$49.4萬
|
+US$1.18萬
|
+45
|
+3%
|
|
|
1973
|
Banque Transatlantique
Paris,
France
|
US$49.3萬
|
+US$1.58萬
|
+60
|
+3%
|
|
|
1974
|
CM Wealth Advisors
Beachwood,
Ohio
|
US$49.2萬
|
–
|
–
|
–
|
|
|
1975
|
High Net Worth Advisory Group
Naples,
Florida
|
US$49.2萬
|
+US$1.76萬
|
+67
|
+4%
|
|
