|
1951
|
Game Plan Financial Advisors
Westlake,
Ohio
|
US$2.12萬
|
-US$9.7萬
|
-1,690
|
-81%
|
|
|
1952
|
SOA Wealth Advisors
New York
|
US$2.09萬
|
+US$172
|
+3
|
+0.8%
|
|
|
1953
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
US$2.02萬
|
–
|
–
|
–
|
|
|
1954
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
US$2.01萬
|
+US$9,491
|
+166
|
+78%
|
|
|
1955
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
US$2萬
|
-US$3,316
|
-58
|
-13%
|
|
|
1956
|
CDKV Holdings
Denver,
Colorado
|
US$1.94萬
|
+US$1.63萬
|
+285
|
+356%
|
|
|
1957
|
Citizens National Bank Trust Department
Meridian,
Mississippi
|
US$1.91萬
|
–
|
–
|
–
|
|
|
1958
|
Corsicana & Co
Corsicana,
Texas
|
US$1.86萬
|
+US$1萬
|
+175
|
+100%
|
|
|
1959
|
Clean Yield Group
Norwich,
Vermont
|
US$1.85萬
|
+US$172
|
+3
|
+0.9%
|
|
|
1960
|
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
US$1.74萬
|
-US$6,061
|
-106
|
-24%
|
|
|
1961
|
Perkins Coie Trust Company
Seattle,
Washington
|
US$1.67萬
|
–
|
–
|
–
|
|
|
1962
|
GoalVest Advisory
New York
|
US$1.63萬
|
–
|
–
|
–
|
|
|
1963
|
True Wealth Design
Akron,
Ohio
|
US$1.59萬
|
–
|
–
|
–
|
|
|
1964
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
US$1.59萬
|
+US$8,577
|
+150
|
+100%
|
|
|
1965
|
Your Advocates Ltd
Houston,
Texas
|
US$1.59萬
|
+US$1.72萬
|
+300
|
新
|
|
|
1966
|
Midwest Capital Advisors
Grand Rapids,
Michigan
|
US$1.56萬
|
–
|
–
|
–
|
|
|
1967
|
Proathlete Wealth Management
Boca Raton,
Florida
|
US$1.56萬
|
+US$2,001
|
+35
|
+14%
|
|
|
1968
|
MPWM Advisory Solutions
Alpharetta,
Georgia
|
US$1.55萬
|
+US$1.43萬
|
+250
|
+610%
|
|
|
1969
|
Ogorek Anthony Joseph
Williamsville,
New York
|
US$1.5萬
|
+US$114
|
+2
|
+0.7%
|
|
|
1970
|
Avion Wealth
The Woodlands,
Texas
|
US$1.5萬
|
+US$286
|
+5
|
+2%
|
|
|
1971
|
MH & Associates Securities Management
Carlsbad,
California
|
US$1.49萬
|
–
|
–
|
–
|
|
|
1972
|
Wealth Enhancement Trust Services
Sioux Falls,
South Dakota
|
US$1.49萬
|
–
|
–
|
–
|
|
|
1973
|
Atlantic Edge Private Wealth Management
Jacksonville,
Florida
|
US$1.38萬
|
–
|
–
|
–
|
|
|
1974
|
Private Wealth Management Group
Princeton,
New Jersey
|
US$1.37萬
|
+US$8,462
|
+148
|
+135%
|
|
|
1975
|
Montgomery Financial Services
Ocean City,
Maryland
|
US$1.37萬
|
+US$1.48萬
|
+258
|
新
|
|
