|
1976
|
Lathrop Investment Management
Little Rock,
Arkansas
|
$26.5万
|
–
|
–
|
–
|
|
|
1977
|
Roan Capital Partners
Johnson City,
Tennessee
|
$26.4万
|
+$1.25万
|
+218
|
+5%
|
|
|
1978
|
Tompkins Financial
Ithaca,
New York
|
$26.3万
|
-$1.15万
|
-200
|
-4%
|
|
|
1979
|
TCI Wealth Advisors
Tucson,
Arizona
|
$26.3万
|
-$632
|
-11
|
-0.2%
|
|
|
1980
|
Waycross Partners
Louisville,
Kentucky
|
$26.3万
|
–
|
–
|
–
|
|
|
1981
|
Canvas Wealth Advisors
Shawnee,
Kansas
|
$26.2万
|
+$4.16万
|
+724
|
+19%
|
|
|
1982
|
USA Financial Formulas
Ada,
Michigan
|
$26.2万
|
+$9.05万
|
+1,576
|
+53%
|
|
|
1983
|
Two Sigma Securities
New York
|
$26.2万
|
+$26.1万
|
+4,550
|
新規
|
|
|
1984
|
Impact Capital Partners
Greenwood Village,
Colorado
|
$26.2万
|
-$3,503
|
-61
|
-1%
|
|
|
1985
|
Wayfinding Financial
Lynnwood,
Washington
|
$26.2万
|
+$1.67万
|
+291
|
+7%
|
|
|
1986
|
TRB Wealth Management
Houston,
Texas
|
$26.2万
|
+$5,111
|
+89
|
+2%
|
|
|
1987
|
Prosperitas Financial
Valencia,
California
|
$26.2万
|
+$6.82万
|
+1,187
|
+35%
|
|
|
1988
|
New World Advisors
Hingham,
Massachusetts
|
$26.1万
|
+$26万
|
+4,527
|
新規
|
|
|
1989
|
Capital Performance Advisors
Walnut Creek,
California
|
$26万
|
-$105万
|
-18,261
|
-80%
|
|
|
1990
|
Liberty Wealth Management
Oakland,
California
|
$26万
|
–
|
–
|
–
|
|
|
1991
|
Ironwood Investment Counsel
Scottsdale,
Arizona
|
$25.9万
|
–
|
–
|
–
|
|
|
1992
|
Spirit of America Management Corp
Syosset,
New York
|
$25.9万
|
–
|
–
|
–
|
|
|
1993
|
Caitong International Asset Management
Hong Kong
|
$25.8万
|
+$25.8万
|
+4,485
|
新規
|
|
|
1994
|
Nilsine Partners
Greenwood Village,
Colorado
|
$25.8万
|
+$1.15万
|
+201
|
+5%
|
|
|
1995
|
|
$25.8万
|
+$574
|
+10
|
+0.2%
|
|
|
1996
|
Westbourne Investment Advisors
Annapolis,
Maryland
|
$25.8万
|
–
|
–
|
–
|
|
|
1997
|
Camelot Portfolios
Maumee,
Ohio
|
$25.7万
|
-$9,245
|
-161
|
-3%
|
|
|
1998
|
Five Oceans Advisors
Santa Monica,
California
|
$25.7万
|
-$9,245
|
-161
|
-3%
|
|
|
1999
|
First United Bank & Trust
Oakland,
Maryland
|
$25.7万
|
-$2,814
|
-49
|
-1%
|
|
|
2000
|
Fagan Associates
Troy,
New York
|
$25.7万
|
–
|
–
|
–
|
|
