|
1976
|
Vanguard National Trust
Malvern,
Pennsylvania
|
US$1.17만
|
+US$1.11만
|
+35
|
신규
|
|
|
1977
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
US$1.14만
|
+US$634
|
+2
|
+6%
|
|
|
1978
|
Financial Perspectives
Minneapolis,
Minnesota
|
US$1.07만
|
+US$1.01만
|
+32
|
신규
|
|
|
1979
|
Elevation Wealth Partners
Santa Rosa,
California
|
US$1만
|
–
|
–
|
–
|
|
|
1980
|
MPWM Advisory Solutions
Alpharetta,
Georgia
|
US$1만
|
–
|
–
|
–
|
|
|
1981
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
US$9.7천
|
+US$9.2천
|
+29
|
신규
|
|
|
1982
|
Cordant Inc
Portland,
Oregon
|
US$9.6천
|
+US$9.2천
|
+29
|
신규
|
|
|
1983
|
Planning Strategies
Lancaster,
Pennsylvania
|
US$9.38천
|
+US$8.88천
|
+28
|
신규
|
|
|
1984
|
Sumitomo Mitsui Financial Group
Tokyo,
Japan
|
US$9.38천
|
+US$8.88천
|
+28
|
신규
|
|
|
1985
|
Whipplewood Advisors
Littleton,
Colorado
|
US$9.04천
|
-US$8.79만
|
-277
|
-91%
|
|
|
1986
|
Principia Wealth Advisory
Dallas,
Texas
|
US$9.04천
|
+US$634
|
+2
|
+8%
|
|
|
1987
|
Marshall Investment Management
Littleton,
Colorado
|
US$8.71천
|
+US$634
|
+2
|
+8%
|
|
|
1988
|
Golden State Equity Partners
South Coast Metro,
California
|
US$8.39천
|
-US$142만
|
-4,471
|
-99%
|
|
|
1989
|
Wiser Advisor Group
Phoenix,
Arizona
|
US$8.37천
|
–
|
–
|
–
|
|
|
1990
|
Aspect Partners
Fairfax,
Virginia
|
US$8.37천
|
-US$3.81천
|
-12
|
-32%
|
|
|
1991
|
WealthCollab
Bellevue,
Washington
|
US$8.04천
|
+US$4.76천
|
+15
|
+167%
|
|
|
1992
|
IMG Wealth Management
Jacksonville,
Florida
|
US$7.7천
|
+US$6.34천
|
+20
|
+667%
|
|
|
1993
|
Medallion Wealth Advisors
Farmington,
Connecticut
|
US$7.37천
|
+US$2.22천
|
+7
|
+47%
|
|
|
1994
|
HFM Investment Advisors
Glassboro,
New Jersey
|
US$7.37천
|
+US$3.17천
|
+10
|
+83%
|
|
|
1995
|
Lodestone Wealth Management
Spokane,
Washington
|
US$7.37천
|
–
|
–
|
–
|
|
|
1996
|
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
US$7.37천
|
+US$6.98천
|
+22
|
신규
|
|
|
1997
|
Gordian Capital (Singapore)
Singapore
|
US$7.37천
|
+US$6.98천
|
+22
|
신규
|
|
|
1998
|
Westend Capital Management
Sausalito,
California
|
US$7.37천
|
+US$6.98천
|
+22
|
신규
|
|
|
1999
|
Kilter Group
Rhinebeck,
New York
|
US$7.03천
|
+US$2.85천
|
+9
|
+75%
|
|
|
2000
|
1015 Capital Partners
Pottstown,
Pennsylvania
|
US$6.36천
|
–
|
–
|
–
|
|
