|
1976
|
SSI Investment Management
Los Angeles,
California
|
US$38.5만
|
–
|
–
|
–
|
|
|
1977
|
INVST
Indianapolis,
Indiana
|
US$38.5만
|
+US$1.09만
|
+27
|
+3%
|
|
|
1978
|
Wendell David Associates
Portsmouth,
New Hampshire
|
US$38.5만
|
-US$7.26천
|
-18
|
-2%
|
|
|
1979
|
Heritage Investors Management Corp
Bethesda,
Maryland
|
US$38.4만
|
+US$36.3만
|
+900
|
신규
|
|
|
1980
|
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
US$38.4만
|
+US$4.03만
|
+100
|
+12%
|
|
|
1981
|
Borer Denton & Associates
Blue Bell,
Pennsylvania
|
US$38.4만
|
–
|
–
|
–
|
|
|
1982
|
Five Oceans Advisors
Santa Monica,
California
|
US$38.3만
|
-US$1.61천
|
-4
|
-0.4%
|
|
|
1983
|
Biltmore Family Office
Charlotte,
North Carolina
|
US$38.3만
|
+US$8.06천
|
+20
|
+2%
|
|
|
1984
|
Joule Financial
Lexington,
Kentucky
|
US$38.2만
|
-US$1.49만
|
-37
|
-4%
|
|
|
1985
|
Lighthouse Wealth Management
Ashland,
Ohio
|
US$38.2만
|
–
|
–
|
–
|
|
|
1986
|
Beacon Investment Advisors
Gaithersburg,
Maryland
|
US$37.9만
|
-US$2.82천
|
-7
|
-0.8%
|
|
|
1987
|
Stone Summit Wealth
Miami,
Florida
|
US$37.7만
|
-US$3.63만
|
-90
|
-9%
|
|
|
1988
|
Balentine LLC
Atlanta,
Georgia
|
US$37.7만
|
-US$2.26만
|
-56
|
-6%
|
|
|
1989
|
Nelson Capital Management
Menlo Park,
California
|
US$37.7만
|
+US$35.7만
|
+885
|
신규
|
|
|
1990
|
Maridea Wealth Management
Brooklyn,
New York
|
US$37.6만
|
+US$11.7만
|
+291
|
+49%
|
|
|
1991
|
Millstone Evans Group
Boulder,
Colorado
|
US$37.6만
|
-US$1.77만
|
-44
|
-5%
|
|
|
1992
|
Forza Wealth Management
Sarasota,
Florida
|
US$37.6만
|
–
|
–
|
–
|
|
|
1993
|
Tounjian Advisory Partners
Fort Myers,
Florida
|
US$37.6만
|
+US$35.5만
|
+881
|
신규
|
|
|
1994
|
Barnes Pettey Financial Advisors
Clarksdale,
Mississippi
|
US$37.5만
|
+US$1.61만
|
+40
|
+5%
|
|
|
1995
|
Omni 360 Wealth
Plainsboro,
New Jersey
|
US$37.5만
|
–
|
–
|
–
|
|
|
1996
|
Hengehold Capital Management
Cincinnati,
Ohio
|
US$37.3만
|
+US$807
|
+2
|
+0.2%
|
|
|
1997
|
EWA LLC
Pittsbugh,
Pennsylvania
|
US$37.3만
|
+US$2.74만
|
+68
|
+8%
|
|
|
1998
|
Collective Family Office
York,
Pennsylvania
|
US$37.2만
|
-US$1.94만
|
-48
|
-5%
|
|
|
1999
|
Farmers & Merchants Trust Company
Long Beach,
California
|
US$37.2만
|
-US$1.17만
|
-29
|
-3%
|
|
|
2000
|
NIA Impact Advisors
Berkeley,
California
|
US$37.2만
|
-US$807
|
-2
|
-0.2%
|
|
