|
1951
|
Winthrop Advisory Group
Boston,
Massachusetts
|
US$35.3萬
|
+US$33.3萬
|
+1,163
|
新
|
|
|
1952
|
Bannerstone Capital Management
Wayzata,
Minnesota
|
US$35.2萬
|
+US$1,433
|
+5
|
+0.4%
|
|
|
1953
|
Advance Capital Management
Southfield,
Michigan
|
US$35.2萬
|
+US$1.26萬
|
+44
|
+4%
|
|
|
1954
|
Sit Investment Associates
Minneapolis,
Minnesota
|
US$35萬
|
–
|
–
|
–
|
|
|
1955
|
Windward Private Wealth Management
Overland Park,
Kansas
|
US$34.9萬
|
-US$2.41萬
|
-84
|
-7%
|
|
|
1956
|
Davis Investment Partners
Charlotte,
North Carolina
|
US$34.9萬
|
+US$573
|
+2
|
+0.2%
|
|
|
1957
|
Matrix Asset Advisors
White Plains,
New York
|
US$34.8萬
|
–
|
–
|
–
|
|
|
1958
|
Detalus Advisors
St. Louis,
Missouri
|
US$34.8萬
|
+US$3.12萬
|
+109
|
+10%
|
|
|
1959
|
Kapstone Financial Advisors
Lebanon,
Ohio
|
US$34.7萬
|
+US$32.8萬
|
+1,146
|
新
|
|
|
1960
|
ProVise Management Group
Clearwater,
Florida
|
US$34.7萬
|
-US$3.73萬
|
-130
|
-10%
|
|
|
1961
|
Drake & Associates
Waukesha,
Wisconsin
|
US$34.7萬
|
+US$10.3萬
|
+359
|
+46%
|
|
|
1962
|
Resources Management Corp
West Hartford,
Connecticut
|
US$34.6萬
|
–
|
–
|
–
|
|
|
1963
|
National Wealth Management Group
Cincinnati,
Ohio
|
US$34.6萬
|
-US$1,433
|
-5
|
-0.4%
|
|
|
1964
|
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
US$34.5萬
|
-US$6.19萬
|
-216
|
-16%
|
|
|
1965
|
Reflection Asset Management
Isle Of Palms,
South Carolina
|
US$34.4萬
|
-US$8,311
|
-29
|
-2%
|
|
|
1966
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
US$34.4萬
|
-US$5.93萬
|
-207
|
-15%
|
|
|
1967
|
American State Bank (Iowa)
Sioux Center,
Iowa
|
US$34.3萬
|
+US$3.1萬
|
+108
|
+11%
|
|
|
1968
|
Optivise Advisory Services
Franklin,
Tennessee
|
US$34.3萬
|
+US$3.9萬
|
+136
|
+14%
|
|
|
1969
|
Northcape Wealth Management
Williamsville,
New York
|
US$34.3萬
|
-US$1,720
|
-6
|
-0.5%
|
|
|
1970
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
US$34.3萬
|
–
|
–
|
–
|
|
|
1971
|
West Paces Advisors
Atlanta,
Georgia
|
US$34.2萬
|
+US$30.3萬
|
+1,057
|
+1,468%
|
|
|
1972
|
BankPlus Trust Department
Jackson,
Mississippi
|
US$34.2萬
|
+US$31.9萬
|
+1,114
|
+7,957%
|
|
|
1973
|
Pathway Financial Advisers
Auburn,
Indiana
|
US$34.2萬
|
+US$5.76萬
|
+201
|
+22%
|
|
|
1974
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
US$34.2萬
|
–
|
–
|
–
|
|
|
1975
|
Steinberganna Wealth Management
Huntington,
New York
|
US$34.1萬
|
+US$2.29萬
|
+80
|
+8%
|
|
