|
1976
|
CrossGen Wealth
Greenville,
North Carolina
|
US$12.3만
|
-US$7.86천
|
-18
|
-6%
|
|
|
1977
|
State of Wyoming
Cheyenne,
Wyoming
|
US$12.1만
|
+US$13.3만
|
+304
|
신규
|
|
|
1978
|
Essential Partners
Rancho Santa Fe,
California
|
US$12만
|
+US$5.07만
|
+116
|
+62%
|
|
|
1979
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
US$12만
|
+US$1.09만
|
+25
|
+9%
|
|
|
1980
|
Ulland Investment Advisors
Minneapolis,
Minnesota
|
US$11.9만
|
–
|
–
|
–
|
|
|
1981
|
Action Point Financial Planning
Grand Rapids,
Michigan
|
US$11.8만
|
+US$13.1만
|
+300
|
신규
|
|
|
1982
|
Strategic Wealth Partners
Independence,
Ohio
|
US$11.5만
|
+US$6.12천
|
+14
|
+5%
|
|
|
1983
|
American National Bank & Trust
Wichita Falls,
Texas
|
US$11.5만
|
–
|
–
|
–
|
|
|
1984
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
US$11.3만
|
-US$4.37천
|
-10
|
-3%
|
|
|
1985
|
Aspiring Ventures
Cincinnati,
Ohio
|
US$11.3만
|
+US$12.4만
|
+283
|
신규
|
|
|
1986
|
Crewe Advisors
Salt Lake City,
Utah
|
US$11.2만
|
+US$1.35만
|
+31
|
+12%
|
|
|
1987
|
Silver Grove Financial Group
Orchard Park,
New York
|
US$11만
|
+US$12.1만
|
+276
|
신규
|
|
|
1988
|
WPG Advisers
Baltimore,
Maryland
|
US$10.8만
|
-US$5.11만
|
-117
|
-30%
|
|
|
1989
|
MV Capital Management
Bethesda,
Maryland
|
US$10.8만
|
-US$1.75천
|
-4
|
-1%
|
|
|
1990
|
Quaker Wealth Management
Moorestown,
New Jersey
|
US$10.7만
|
-US$5.24천
|
-12
|
-4%
|
|
|
1991
|
Osbon Capital Management
Boston,
Massachusetts
|
US$10.4만
|
–
|
–
|
–
|
|
|
1992
|
Clearstead Trust
Portland,
Maine
|
US$10.3만
|
–
|
–
|
–
|
|
|
1993
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
US$10.3만
|
+US$1.09만
|
+25
|
+11%
|
|
|
1994
|
North Star Investment Management
Chicago,
Illinois
|
US$10.1만
|
-US$8.74천
|
-20
|
-7%
|
|
|
1995
|
Vestor Capital
Chicago,
Illinois
|
US$10.1만
|
+US$19.8만
|
+453
|
+4%
|
|
|
1996
|
McDonald Partners
Cleveland,
Ohio
|
US$9.8만
|
+US$10.7만
|
+246
|
신규
|
|
|
1997
|
ORG Wealth Partners
Dallas,
Texas
|
US$9.8만
|
-US$11.9만
|
-273
|
-53%
|
|
|
1998
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
US$9.7만
|
–
|
–
|
–
|
|
|
1999
|
D.J. St. Germain
Springfield,
Massachusetts
|
US$9.6만
|
+US$3.01만
|
+69
|
+40%
|
|
|
2000
|
Rossby Financial
Melbourne,
Florida
|
US$9.5만
|
-US$4.63만
|
-106
|
-31%
|
|
