|
1976
|
Legacy Private Trust
Neenah,
Wisconsin
|
US$59.4만
|
-US$8.41천
|
-100
|
-1%
|
|
|
1977
|
Ballast Rock Private Wealth
Charleston,
South Carolina
|
US$59.2만
|
+US$168
|
+2
|
+0%
|
|
|
1978
|
Astoria Portfolio Advisors
New York
|
US$59.2만
|
+US$57.9만
|
+6,876
|
신규
|
|
|
1979
|
Portland Global Advisors
Portland,
Maine
|
US$59만
|
–
|
–
|
–
|
|
|
1980
|
Bailard
Foster City,
California
|
US$58.8만
|
+US$421
|
+5
|
+0.1%
|
|
|
1981
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
US$58.8만
|
+US$30.6만
|
+3,635
|
+114%
|
|
|
1982
|
Tranquility Partners
Brentwood,
Tennessee
|
US$58.7만
|
+US$17.6만
|
+2,093
|
+44%
|
|
|
1983
|
INVST
Indianapolis,
Indiana
|
US$58.6만
|
+US$5.44만
|
+647
|
+11%
|
|
|
1984
|
LexAurum Advisors
Overland Park,
Kansas
|
US$58.5만
|
-US$11.2만
|
-1,335
|
-16%
|
|
|
1985
|
Alpha Zero
Boca Raton,
Florida
|
US$58.4만
|
+US$56.8만
|
+6,749
|
신규
|
|
|
1986
|
BSW Wealth Partners
Boulder,
Colorado
|
US$58.3만
|
+US$337
|
+4
|
+0.1%
|
|
|
1987
|
North Forty Two & Co
Lake Oswego,
Oregon
|
US$58.3만
|
+US$252
|
+3
|
+0%
|
|
|
1988
|
Fidelity D&D Bancorp
Dunmore,
Pennsylvania
|
US$58.1만
|
–
|
–
|
–
|
|
|
1989
|
Widmann Financial Services
Bowie,
Maryland
|
US$58만
|
–
|
–
|
–
|
|
|
1990
|
Pachira Investments
Dana Point,
California
|
US$58만
|
-US$2.19만
|
-260
|
-4%
|
|
|
1991
|
MBE Wealth Management
Tomah,
Wisconsin
|
US$57.9만
|
-US$2.78천
|
-33
|
-0.5%
|
|
|
1992
|
TriaGen Wealth Management
Calabasas,
California
|
US$57.7만
|
–
|
–
|
–
|
|
|
1993
|
Spirepoint Private Client
Vero Beach,
Florida
|
US$57.6만
|
+US$3.95만
|
+470
|
+8%
|
|
|
1994
|
CMG Global Holdings
Plano,
Texas
|
US$57.6만
|
+US$56.3만
|
+6,690
|
신규
|
|
|
1995
|
First Nebraska Trust
Lincoln,
Nebraska
|
US$57.4만
|
+US$1.31만
|
+156
|
+2%
|
|
|
1996
|
Flywheel Private Wealth
Los Altos,
California
|
US$57.3만
|
+US$8.4만
|
+998
|
+18%
|
|
|
1997
|
Invested Advisors
State College,
Pennsylvania
|
US$57.3만
|
+US$55.9만
|
+6,649
|
신규
|
|
|
1998
|
Payne Capital
Lake Oswego,
Oregon
|
US$57.3만
|
–
|
–
|
–
|
|
|
1999
|
Salus Financial Advisors
Colorado Springs,
Colorado
|
US$57.2만
|
–
|
–
|
–
|
|
|
2000
|
Washington Trust
Westerly,
Rhode Island
|
US$57.1만
|
–
|
–
|
–
|
|
