|
1976
|
Capital Advantage
Walnut Creek,
California
|
$29万
|
-$3.31万
|
-1,333
|
-9%
|
|
|
1977
|
Paragon Capital Management (Utah)
Provo,
Utah
|
$29万
|
–
|
–
|
–
|
|
|
1978
|
Boston Trust Walden
Boston,
Massachusetts
|
$28.9万
|
–
|
–
|
–
|
|
|
1979
|
Coquina Private Wealth LLC
Port Charlotte,
Florida
|
$28.8万
|
+$1,067
|
+43
|
+0.3%
|
|
|
1980
|
Foguth Wealth Management
Brighton,
Michigan
|
$28.8万
|
-$21.4万
|
-8,639
|
-40%
|
|
|
1981
|
RMR Wealth Builders
Montclair,
New Jersey
|
$28.8万
|
+$6.83万
|
+2,752
|
+25%
|
|
|
1982
|
Kelly Financial Services
Braintree,
Massachusetts
|
$28.8万
|
+$1.04万
|
+418
|
+3%
|
|
|
1983
|
Torrey Growth & Income Advisors
Del Mar,
California
|
$28.6万
|
-$5.39万
|
-2,173
|
-14%
|
|
|
1984
|
FDx Advisors
Chicago,
Illinois
|
$28.5万
|
-$4万
|
-1,611
|
-10%
|
|
|
1985
|
Chatham Capital Group
Savannah,
Georgia
|
$28.5万
|
-$6.89万
|
-2,777
|
-17%
|
|
|
1986
|
Zhang Financial
Portage,
Michigan
|
$28.4万
|
-$3.79万
|
-1,529
|
-10%
|
|
|
1987
|
LeClair Wealth Partners
Dublin,
Ohio
|
$28.4万
|
+$34万
|
+13,711
|
新規
|
|
|
1988
|
Carter Financial Group
Barrington,
Illinois
|
$28.2万
|
+$8,737
|
+352
|
+3%
|
|
|
1989
|
Saxony Capital Management
St. Louis,
Missouri
|
$28.2万
|
–
|
–
|
–
|
|
|
1990
|
Henderson Brothers Financial Partners
Pittsburgh,
Pennsylvania
|
$28.2万
|
-$35万
|
-14,089
|
-51%
|
|
|
1991
|
J.M. Arbour
Gardiner,
Maine
|
$28.2万
|
+$6.34万
|
+2,555
|
+23%
|
|
|
1992
|
|
$28.2万
|
+$1,861
|
+75
|
+0.6%
|
|
|
1993
|
Disciplined Investors
Waco,
Texas
|
$28.2万
|
-$1,514
|
-61
|
-0.4%
|
|
|
1994
|
Rodgers Brothers
Harmony,
Pennsylvania
|
$28.2万
|
+$3,326
|
+134
|
+1%
|
|
|
1995
|
Aviso Wealth Management
Bellevue,
Washington
|
$28.1万
|
-$6.25万
|
-2,519
|
-16%
|
|
|
1996
|
Sweeney & Michel
Chico,
California
|
$28.1万
|
-$1.97万
|
-795
|
-6%
|
|
|
1997
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
$28.1万
|
+$7,347
|
+296
|
+2%
|
|
|
1998
|
LongView Wealth Management
Atlanta,
Georgia
|
$28.1万
|
-$46.4万
|
-18,680
|
-58%
|
|
|
1999
|
EntryPoint Capital
New York
|
$28.1万
|
-$26.2万
|
-10,564
|
-44%
|
|
|
2000
|
Investment Partners
New Philadelphia,
Ohio
|
$28万
|
+$397
|
+16
|
+0.1%
|
|
