|
1976
|
Sagewood Asset Management
New York
|
US$35.4만
|
+US$7.39만
|
+154
|
+28%
|
|
|
1977
|
NWF Advisory Services
Los Angeles,
California
|
US$35.4만
|
+US$4.8천
|
+10
|
+1%
|
|
|
1978
|
Challenger Wealth Management
Aliso Viejo,
California
|
US$35.4만
|
-US$1.1만
|
-23
|
-3%
|
|
|
1979
|
Alpha Family Trust
Los Angeles,
California
|
US$35.3만
|
–
|
–
|
–
|
|
|
1980
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
US$35.3만
|
+US$14.2만
|
+296
|
+73%
|
|
|
1981
|
Etesian Wealth Advisors
West Linn,
Oregon
|
US$35.2만
|
-US$3.07만
|
-64
|
-8%
|
|
|
1982
|
Wedgewood Investors
Erie,
Pennsylvania
|
US$35.1만
|
–
|
–
|
–
|
|
|
1983
|
Beese Fulmer Investment Management
Canton,
Ohio
|
US$34.9만
|
+US$6.86만
|
+143
|
+26%
|
|
|
1984
|
Systematic Alpha Investments
Princeton,
New Jersey
|
US$34.9만
|
–
|
–
|
–
|
|
|
1985
|
Red Lighthouse Investment Management
New York
|
US$34.9만
|
+US$1.44천
|
+3
|
+0.4%
|
|
|
1986
|
Curated Wealth Partners
El Segundo,
California
|
US$34.9만
|
+US$11만
|
+230
|
+49%
|
|
|
1987
|
United Community Bank
Greenville,
South Carolina
|
US$34.8만
|
-US$16.9만
|
-352
|
-34%
|
|
|
1988
|
Studio Investment Management
Chicago,
Illinois
|
US$34.4만
|
–
|
–
|
–
|
|
|
1989
|
Pacific Sage Partners
Edmonds,
Washington
|
US$34.4만
|
-US$4.27만
|
-89
|
-11%
|
|
|
1990
|
1620 Investment Advisors
Plymouth,
Massachusetts
|
US$34.4만
|
+US$8.16천
|
+17
|
+3%
|
|
|
1991
|
Searle & Co
Greenwich,
Connecticut
|
US$34.3만
|
–
|
–
|
–
|
|
|
1992
|
Swiss Re
Zurich,
Switzerland
|
US$34.3만
|
+US$30.6만
|
+637
|
+1,327%
|
|
|
1993
|
Trust Company of the South
Greensboro,
North Carolina
|
US$34.3만
|
+US$3.22만
|
+67
|
+11%
|
|
|
1994
|
Alvarez & Marsal Private Wealth Partners
West Palm Beach,
Florida
|
US$34.2만
|
-US$2.98만
|
-62
|
-8%
|
|
|
1995
|
Sentinus LLC
Oak Brook,
Illinois
|
US$34.1만
|
+US$10.2만
|
+213
|
+46%
|
|
|
1996
|
Heritage Wealth Management (Ohio)
Cincinnati,
Ohio
|
US$34.1만
|
+US$32.7만
|
+681
|
신규
|
|
|
1997
|
AmeriFlex Group
Las Vegas,
Nevada
|
US$34.1만
|
+US$7.06만
|
+147
|
+28%
|
|
|
1998
|
US Asset Management LLC
Pittsburgh,
Pennsylvania
|
US$34만
|
–
|
–
|
–
|
|
|
1999
|
Plancorp LLC
Saint Louis,
Missouri
|
US$34만
|
-US$21.5만
|
-448
|
-41%
|
|
|
2000
|
Voleon Capital Management
Berkeley,
California
|
US$33.8만
|
-US$3.46만
|
-72
|
-10%
|
|
