|
1951
|
Westside Investment Management
Santa Monica,
California
|
US$62.1萬
|
+US$168
|
+2
|
+0%
|
|
|
1952
|
FWL Investment Management
Dallas,
Texas
|
US$62萬
|
–
|
–
|
–
|
|
|
1953
|
Chase Investment Counsel
Charlottesville,
Virginia
|
US$62萬
|
–
|
–
|
–
|
|
|
1954
|
Solstein Capital
Menlo Park,
California
|
US$62萬
|
–
|
–
|
–
|
|
|
1955
|
Keystone Financial Group (Georgia)
Atlanta,
Georgia
|
US$62萬
|
-US$9,676
|
-115
|
-2%
|
|
|
1956
|
D.B. Root & Company
Pittsburgh,
Pennsylvania
|
US$61.9萬
|
-US$6,058
|
-72
|
-1%
|
|
|
1957
|
J. Derek Lewis & Associates
Newport Beach,
California
|
US$61.9萬
|
-US$2,524
|
-30
|
-0.4%
|
|
|
1958
|
Financial Gravity Companies
Lakeway,
Texas
|
US$61.9萬
|
+US$60.4萬
|
+7,182
|
新
|
|
|
1959
|
Towneley Capital Management
Laguna Hills,
California
|
US$61.7萬
|
-US$252
|
-3
|
-0%
|
|
|
1960
|
|
US$61.6萬
|
+US$168
|
+2
|
+0%
|
|
|
1961
|
Mosaic Financial Group
Chicago,
Illinois
|
US$61.5萬
|
–
|
–
|
–
|
|
|
1962
|
WrapManager Inc
Mill Valley,
California
|
US$61.4萬
|
-US$2,188
|
-26
|
-0.4%
|
|
|
1963
|
Midwest Capital Advisors
Grand Rapids,
Michigan
|
US$61.3萬
|
-US$1.85萬
|
-220
|
-3%
|
|
|
1964
|
Denver PWM
Denver,
Colorado
|
US$61.1萬
|
-US$9,761
|
-116
|
-2%
|
|
|
1965
|
Succession Financial
Mckinney,
Texas
|
US$61萬
|
+US$59.6萬
|
+7,078
|
新
|
|
|
1966
|
Financial Security Advisor
Virginia Beach,
Virginia
|
US$61萬
|
-US$337
|
-4
|
-0.1%
|
|
|
1967
|
Ipsen Advisor Group
Little Rock,
Arkansas
|
US$60.8萬
|
-US$2.48萬
|
-295
|
-4%
|
|
|
1968
|
Scotia Capital
Toronto,
Ontario, Canada
|
US$60.8萬
|
-US$5.67萬
|
-674
|
-9%
|
|
|
1969
|
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
|
US$60.7萬
|
-US$1,599
|
-19
|
-0.3%
|
|
|
1970
|
RDA Financial Network
Akron,
Iowa
|
US$60.7萬
|
+US$4.43萬
|
+526
|
+8%
|
|
|
1971
|
Freedom Investment Management
Hartford,
Connecticut
|
US$60.7萬
|
+US$6,311
|
+75
|
+1%
|
|
|
1972
|
Integrated Financial Solutions
Reston,
Virginia
|
US$60.6萬
|
-US$10.3萬
|
-1,230
|
-15%
|
|
|
1973
|
Financial Management Network
Mission Viejo,
California
|
US$60.5萬
|
-US$3,955
|
-47
|
-0.7%
|
|
|
1974
|
Rose Capital Advisors
Miami Beach,
Florida
|
US$60.5萬
|
+US$59.1萬
|
+7,022
|
新
|
|
|
1975
|
McGlone Suttner Wealth Management
Appleton,
Wisconsin
|
US$60萬
|
-US$1.4萬
|
-166
|
-2%
|
|
