|
1926
|
Riverview Capital Advisers
Boston,
Massachusetts
|
US$371萬
|
+US$9,310
|
+29
|
+0.3%
|
|
|
1927
|
Joel Isaacson & Co
New York
|
US$371萬
|
+US$3.34萬
|
+104
|
+1%
|
|
|
1928
|
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
US$370萬
|
+US$14.6萬
|
+456
|
+4%
|
|
|
1929
|
Impact Capital Partners
Greenwood Village,
Colorado
|
US$370萬
|
-US$11.7萬
|
-363
|
-3%
|
|
|
1930
|
Zions Bancorporation, National Association
Salt Lake City,
Utah
|
US$369萬
|
-US$546萬
|
-17,020
|
-61%
|
|
|
1931
|
Indivisible Partners
Clearwater,
Florida
|
US$369萬
|
+US$144萬
|
+4,490
|
+72%
|
|
|
1932
|
Arvest Bank Trust Division
Dewey,
Oklahoma
|
US$369萬
|
-US$7.83萬
|
-244
|
-2%
|
|
|
1933
|
St. Louis Financial Planners Asset Management
Chesterfield,
Missouri
|
US$369萬
|
+US$327萬
|
+10,176
|
新
|
|
|
1934
|
Figure 8 Investment Strategies
Boise,
Idaho
|
US$368萬
|
+US$74.9萬
|
+2,332
|
+28%
|
|
|
1935
|
Csenge Advisory Group
Clearwater,
Florida
|
US$368萬
|
+US$47.7萬
|
+1,485
|
+16%
|
|
|
1936
|
Laffer Tengler Investments
Nashville,
Tennessee
|
US$367萬
|
-US$6萬
|
-187
|
-2%
|
|
|
1937
|
Supplemental Annuity Collective Trust (SACT) of New Jersey
Trenton,
New Jersey
|
US$365萬
|
-US$25.1萬
|
-782
|
-7%
|
|
|
1938
|
Souders Financial Advisors
Cincinnati,
Ohio
|
US$364萬
|
-US$27萬
|
-842
|
-7%
|
|
|
1939
|
J. Stern & Co
London,
United Kingdom
|
US$364萬
|
+US$11.9萬
|
+370
|
+4%
|
|
|
1940
|
Focused Alpha LLC
Denver,
Colorado
|
US$364萬
|
+US$33.5萬
|
+1,045
|
+11%
|
|
|
1941
|
Ameliora Wealth Management
Zurich,
Switzerland
|
US$364萬
|
-US$4.98萬
|
-155
|
-1%
|
|
|
1942
|
Clark Asset Management
Stratham,
New Hampshire
|
US$362萬
|
-US$3.6萬
|
-112
|
-1%
|
|
|
1943
|
Advisor OS
Chicago,
Illinois
|
US$361萬
|
-US$9,310
|
-29
|
-0.3%
|
|
|
1944
|
|
US$361萬
|
-US$14萬
|
-436
|
-4%
|
|
|
1945
|
Advisors Preferred
Rockville,
Maryland
|
US$361萬
|
+US$137萬
|
+4,269
|
+75%
|
|
|
1946
|
Lindsell Train
London,
United Kingdom
|
US$360萬
|
+US$6.42萬
|
+200
|
+2%
|
|
|
1947
|
Intellectus Partners
San Francisco,
California
|
US$360萬
|
+US$22.2萬
|
+692
|
+7%
|
|
|
1948
|
R2 Capital Strategies
Lincoln,
Nebraska
|
US$360萬
|
+US$336萬
|
+10,481
|
新
|
|
|
1949
|
Solstein Capital
Menlo Park,
California
|
US$359萬
|
-US$40.6萬
|
-1,264
|
-11%
|
|
|
1950
|
Formidable Asset Management
Cincinnati,
Ohio
|
US$359萬
|
-US$10萬
|
-311
|
-3%
|
|
