|
1951
|
Financial Perspectives
Minneapolis,
Minnesota
|
US$3.29萬
|
+US$104
|
+1
|
+0.3%
|
|
|
1952
|
Albion Financial Group
Salt Lake City,
Utah
|
US$3.22萬
|
–
|
–
|
–
|
|
|
1953
|
ESL Trust Services
Rochester,
New York
|
US$3.22萬
|
–
|
–
|
–
|
|
|
1954
|
Regatta Research & Money Management
Metairie,
Louisiana
|
US$3.18萬
|
+US$3.08萬
|
+296
|
新
|
|
|
1955
|
Vision Retirement
Ridgewood,
New Jersey
|
US$3.14萬
|
-US$1,559
|
-15
|
-5%
|
|
|
1956
|
SJS Investment Consulting
Sylvania,
Ohio
|
US$3.1萬
|
-US$2.05萬
|
-197
|
-41%
|
|
|
1957
|
First Command Advisory Services
Fort Worth,
Texas
|
US$3.07萬
|
+US$7,381
|
+71
|
+33%
|
|
|
1958
|
Fairscale Capital
Nashua,
New Hampshire
|
US$3.05萬
|
–
|
–
|
–
|
|
|
1959
|
University of Texas/Texas AM Investment Management Co (UTIMCO)
Austin,
Texas
|
US$3.05萬
|
–
|
–
|
–
|
|
|
1960
|
Markowski Investments
Tampa,
Florida
|
US$3.04萬
|
+US$2.93萬
|
+282
|
新
|
|
|
1961
|
Meeder Asset Management
Dublin,
Ohio
|
US$3.02萬
|
-US$214萬
|
-20,617
|
-99%
|
|
|
1962
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
US$3萬
|
–
|
–
|
–
|
|
|
1963
|
Addison Advisors
Middlebury,
Vermont
|
US$2.98萬
|
-US$8.48萬
|
-816
|
-75%
|
|
|
1964
|
Raffa Wealth Management
Washington,
District of Columbia
|
US$2.96萬
|
-US$104
|
-1
|
-0.4%
|
|
|
1965
|
Swan Capital
Pensacola,
Florida
|
US$2.95萬
|
–
|
–
|
–
|
|
|
1966
|
Clearstead Trust
Portland,
Maine
|
US$2.95萬
|
–
|
–
|
–
|
|
|
1967
|
GoalVest Advisory
New York
|
US$2.9萬
|
-US$94.2萬
|
-9,062
|
-97%
|
|
|
1968
|
Coston McIsaac & Partners
Bar Harbor,
Maine
|
US$2.9萬
|
+US$312
|
+3
|
+1%
|
|
|
1969
|
IMG Wealth Management
Jacksonville,
Florida
|
US$2.89萬
|
+US$5,406
|
+52
|
+24%
|
|
|
1970
|
IFS Advisors
Overland Park,
Kansas
|
US$2.86萬
|
–
|
–
|
–
|
|
|
1971
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
US$2.85萬
|
-US$7,277
|
-70
|
-21%
|
|
|
1972
|
JPL Wealth Management
Highlands Ranch,
Colorado
|
US$2.75萬
|
+US$5,510
|
+53
|
+26%
|
|
|
1973
|
Core Alternative Capital
Peachtree Corners,
Georgia
|
US$2.74萬
|
–
|
–
|
–
|
|
|
1974
|
Lavaca Capital
Houston,
Texas
|
US$2.73萬
|
-US$1.21萬
|
-116
|
-31%
|
|
|
1975
|
LOM Asset Management
Hamilton,
|
US$2.72萬
|
-US$1.37萬
|
-132
|
-34%
|
|
