|
1951
|
CX Institutional
Auburn,
Indiana
|
US$2.1萬
|
+US$3,489
|
+11
|
+22%
|
|
|
1952
|
Valued Wealth Advisors
Holladay,
Utah
|
US$2.01萬
|
+US$2,220
|
+7
|
+13%
|
|
|
1953
|
Aberdeen Wealth Management
Lake Bluff,
Illinois
|
US$1.84萬
|
+US$1.74萬
|
+55
|
新
|
|
|
1954
|
Rialto Wealth Management
Syracuse,
New York
|
US$1.77萬
|
+US$7,612
|
+24
|
+83%
|
|
|
1955
|
Hughes Financial Services
Herndon,
Virginia
|
US$1.77萬
|
+US$3,489
|
+11
|
+26%
|
|
|
1956
|
Kennebec Savings Bank
Augusta,
Maine
|
US$1.74萬
|
–
|
–
|
–
|
|
|
1957
|
Clearstead Trust
Portland,
Maine
|
US$1.71萬
|
–
|
–
|
–
|
|
|
1958
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
US$1.67萬
|
–
|
–
|
–
|
|
|
1959
|
Old Second National Bank of Aurora
Aurora,
Illinois
|
US$1.67萬
|
+US$1.59萬
|
+50
|
新
|
|
|
1960
|
Marquette Asset Management
Minneapolis,
Minnesota
|
US$1.64萬
|
–
|
–
|
–
|
|
|
1961
|
Quest 10 Wealth Builders
Fuquay-Varina,
Virginia
|
US$1.57萬
|
–
|
–
|
–
|
|
|
1962
|
Comprehensive Financial Planning
East Petersburg,
Pennsylvania
|
US$1.54萬
|
–
|
–
|
–
|
|
|
1963
|
Truvestments Capital
Sarasota,
Florida
|
US$1.54萬
|
-US$2.44萬
|
-77
|
-63%
|
|
|
1964
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
US$1.51萬
|
+US$317
|
+1
|
+2%
|
|
|
1965
|
Manning & Napier Advisors
Fairport,
New York
|
US$1.47萬
|
-US$3,172
|
-10
|
-17%
|
|
|
1966
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
US$1.47萬
|
+US$1.4萬
|
+44
|
新
|
|
|
1967
|
Triumph Capital Management
Denver,
Colorado
|
US$1.41萬
|
+US$317
|
+1
|
+2%
|
|
|
1968
|
Gleason Group
Prospect,
Kentucky
|
US$1.41萬
|
+US$1.33萬
|
+42
|
新
|
|
|
1969
|
Westfuller Advisors
New York
|
US$1.34萬
|
+US$1,903
|
+6
|
+18%
|
|
|
1970
|
MJT & Associates Financial Advisory
Monteviceo,
Minnesota
|
US$1.34萬
|
-US$5,074
|
-16
|
-28%
|
|
|
1971
|
Coastline Trust
Providence,
Rhode Island
|
US$1.34萬
|
–
|
–
|
–
|
|
|
1972
|
Evolution Wealth Management
Fort Myers,
Florida
|
US$1.34萬
|
+US$1.27萬
|
+40
|
新
|
|
|
1973
|
Premier Financial Group
Eureka,
California
|
US$1.31萬
|
+US$1.24萬
|
+39
|
新
|
|
|
1974
|
Winthrop Capital Management
Carmel,
Indiana
|
US$1.3萬
|
–
|
–
|
–
|
|
|
1975
|
Bullock Wealth Management
Bloomington,
Indiana
|
US$1.25萬
|
–
|
–
|
–
|
|
