|
1951
|
Fusion Capital
Mt. Pleasant,
South Carolina
|
US$41.9萬
|
-US$1,286
|
-16
|
-0.3%
|
|
|
1952
|
Raelipskie Partnership
Waterloo,
Ontario, Canada
|
US$41.9萬
|
–
|
–
|
–
|
|
|
1953
|
New Wave Wealth Advisors
Springdale,
Arkansas
|
US$41.9萬
|
+US$10.5萬
|
+1,308
|
+35%
|
|
|
1954
|
TwinBeech Capital
Purchase,
New York
|
US$41.8萬
|
-US$25.7萬
|
-3,202
|
-39%
|
|
|
1955
|
Northstar Financial Companies
Conshohocken,
Pennsylvania
|
US$41.8萬
|
–
|
–
|
–
|
|
|
1956
|
Archford Capital Strategies
Swansea,
Illinois
|
US$41.8萬
|
-US$59.4萬
|
-7,390
|
-59%
|
|
|
1957
|
Petros Family Wealth
Bloomington,
Minnesota
|
US$41.6萬
|
-US$2.54萬
|
-316
|
-6%
|
|
|
1958
|
Lakeridge Wealth Management
Mentor,
Ohio
|
US$41.5萬
|
-US$1.17萬
|
-146
|
-3%
|
|
|
1959
|
Symphony Financial
Houston,
Texas
|
US$41.3萬
|
+US$11.8萬
|
+1,465
|
+42%
|
|
|
1960
|
Founders Capital Management (Connecticut)
East Hartford,
Connecticut
|
US$41.3萬
|
–
|
–
|
–
|
|
|
1961
|
|
US$41.3萬
|
–
|
–
|
–
|
|
|
1962
|
Shufro Rose & Co
New York
|
US$41.3萬
|
–
|
–
|
–
|
|
|
1963
|
Home Federal Bank of Tennessee
Knoxville,
Tennessee
|
US$41.3萬
|
+US$19.1萬
|
+2,375
|
+90%
|
|
|
1964
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
US$41.3萬
|
-US$73.6萬
|
-9,158
|
-65%
|
|
|
1965
|
Ruffer LLP
London,
United Kingdom
|
US$41.3萬
|
–
|
–
|
–
|
|
|
1966
|
Caerus Investment Advisors
West Lake Hills,
Texas
|
US$41.3萬
|
+US$40.1萬
|
+4,993
|
新
|
|
|
1967
|
Quantum Financial Advisors
El Segundo,
California
|
US$41.2萬
|
-US$3.54萬
|
-441
|
-8%
|
|
|
1968
|
Gallagher Capital Advisors
Argyle,
Texas
|
US$41.2萬
|
+US$40萬
|
+4,983
|
新
|
|
|
1969
|
Madison Wealth Partners
Madison,
Wisconsin
|
US$41.1萬
|
+US$4.53萬
|
+564
|
+13%
|
|
|
1970
|
Successful Portfolios
Clearwater,
Florida
|
US$41.1萬
|
+US$80
|
+1
|
+0%
|
|
|
1971
|
Kesler Norman & Wride
Ogden,
Utah
|
US$41萬
|
+US$2,572
|
+32
|
+0.6%
|
|
|
1972
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
US$40.9萬
|
-US$1.93萬
|
-240
|
-5%
|
|
|
1973
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
US$40.9萬
|
-US$1,447
|
-18
|
-0.4%
|
|
|
1974
|
Walker Asset Management
Verona,
Missouri
|
US$40.9萬
|
+US$2,089
|
+26
|
+0.5%
|
|
|
1975
|
Brewster Financial Planning
Brooklyn,
New York
|
US$40.8萬
|
+US$1,929
|
+24
|
+0.5%
|
|
