|
1976
|
Kozak & Associates
Highlands Ranch,
Colorado
|
US$74.1만
|
+US$5.64만
|
+180
|
+10%
|
|
|
1977
|
American Trust
Lexington,
Kentucky
|
US$74만
|
+US$1.57만
|
+50
|
+3%
|
|
|
1978
|
Greenfield Savings Bank
Greenfield,
Massachusetts
|
US$74만
|
–
|
–
|
–
|
|
|
1979
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
US$73.7만
|
-US$7.83천
|
-25
|
-1%
|
|
|
1980
|
Creative Financial Designs
Kokomo,
Indiana
|
US$73.7만
|
+US$12.7만
|
+405
|
+26%
|
|
|
1981
|
Strategic Wealth Partners
Independence,
Ohio
|
US$73.6만
|
-US$2.25만
|
-72
|
-4%
|
|
|
1982
|
Elevated Capital Advisors
Sandy,
Utah
|
US$73.5만
|
-US$38.9만
|
-1,244
|
-39%
|
|
|
1983
|
Shum Financial Group
Alameda,
California
|
US$73.5만
|
+US$1.56천
|
+5
|
+0.3%
|
|
|
1984
|
Charles Schwab Trust
Henderson,
Nevada
|
US$73.3만
|
+US$11.7만
|
+375
|
+24%
|
|
|
1985
|
Verus Financial Partners
Richmond,
Virginia
|
US$73.3만
|
-US$4.2만
|
-134
|
-6%
|
|
|
1986
|
Allen Capital Group
Grand Island,
Nebraska
|
US$73.2만
|
+US$1.82만
|
+58
|
+3%
|
|
|
1987
|
Lumbard & Kellner
Hollis,
New Hampshire
|
US$73.2만
|
-US$7.83천
|
-25
|
-1%
|
|
|
1988
|
TCFG Investment Advisors
Laguna Niguel,
California
|
US$73.1만
|
+US$5.01만
|
+160
|
+9%
|
|
|
1989
|
Marathon Capital Management
Hunt Valley,
Maryland
|
US$73.1만
|
-US$2.82만
|
-90
|
-4%
|
|
|
1990
|
Red Door Wealth Management
Memphis,
Tennessee
|
US$73만
|
-US$31.4만
|
-1,004
|
-34%
|
|
|
1991
|
Sienna Gestion
Paris,
France
|
US$72.9만
|
+US$60.4만
|
+1,930
|
신규
|
|
|
1992
|
BlueStem Wealth Partners
Minnetonka,
Minnesota
|
US$72.8만
|
+US$1.03만
|
+33
|
+2%
|
|
|
1993
|
Capital Management Associates Inc
Minneapolis,
Minnesota
|
US$72.8만
|
-US$1.56천
|
-5
|
-0.3%
|
|
|
1994
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
US$72.7만
|
–
|
–
|
–
|
|
|
1995
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
US$72.7만
|
–
|
–
|
–
|
|
|
1996
|
North Berkeley Wealth Management
Berkeley,
California
|
US$72.7만
|
-US$2.04만
|
-65
|
-3%
|
|
|
1997
|
Ballast Inc
Lexington,
Kentucky
|
US$72.6만
|
+US$34.8만
|
+1,112
|
+134%
|
|
|
1998
|
Invenio Wealth Partners
Coral Gables,
Florida
|
US$72.5만
|
-US$5.42만
|
-173
|
-8%
|
|
|
1999
|
Conscious Wealth Investments
Coral Gables,
Florida
|
US$72.4만
|
-US$3.44천
|
-11
|
-0.5%
|
|
|
2000
|
Seven Springs Wealth Group
Brentwood,
Tennessee
|
US$72.4만
|
–
|
–
|
–
|
|
