|
1976
|
Seizert Capital Partners
Birmingham,
Michigan
|
US$21.1萬
|
+US$20.1萬
|
+941
|
新
|
|
|
1977
|
Krilogy Financial
St. Louis,
Missouri
|
US$21.1萬
|
+US$20.1萬
|
+941
|
新
|
|
|
1978
|
Ponta Wealth Partners
Winter Park,
Florida
|
US$21萬
|
+US$20萬
|
+938
|
新
|
|
|
1979
|
ARS Wealth Advisors Group
St. Petersburg,
Florida
|
US$21萬
|
+US$20萬
|
+937
|
新
|
|
|
1980
|
Central Valley Advisors
Sacramento,
California
|
US$21萬
|
+US$20萬
|
+936
|
新
|
|
|
1981
|
Tanager Wealth Management
Goring On Thames,
United Kingdom
|
US$20.9萬
|
+US$19.9萬
|
+933
|
新
|
|
|
1982
|
Waddell & Associates
Memphis,
Tennessee
|
US$20.9萬
|
+US$19.9萬
|
+933
|
新
|
|
|
1983
|
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
|
US$20.9萬
|
+US$19.9萬
|
+933
|
新
|
|
|
1984
|
Shufro Rose & Co
New York
|
US$20.8萬
|
+US$19.9萬
|
+931
|
新
|
|
|
1985
|
Cardiff Park Advisors
Carlsbad,
California
|
US$20.8萬
|
+US$19.9萬
|
+929
|
新
|
|
|
1986
|
Signal Tree Financial Partners
Copley,
Ohio
|
US$20.8萬
|
+US$19.8萬
|
+927
|
新
|
|
|
1987
|
Clarendon Private
Boston,
Massachusetts
|
US$20.7萬
|
-US$2.24萬
|
-105
|
-10%
|
|
|
1988
|
Independent Wealth Network
Urbandale,
Iowa
|
US$20.7萬
|
+US$19.7萬
|
+923
|
新
|
|
|
1989
|
Whitener Capital Management
Rocky Mount,
North Carolina
|
US$20.7萬
|
+US$19.7萬
|
+923
|
新
|
|
|
1990
|
Sterling Investment Counsel
Buffalo,
New York
|
US$20.7萬
|
+US$19.7萬
|
+923
|
新
|
|
|
1991
|
Papamarkou Wellner Asset Management
New York
|
US$20.6萬
|
–
|
–
|
–
|
|
|
1992
|
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
US$20.6萬
|
+US$19.6萬
|
+918
|
新
|
|
|
1993
|
Noesis Capital Mangement
Boca Raton,
Florida
|
US$20.5萬
|
-US$10.2萬
|
-477
|
-34%
|
|
|
1994
|
Pacific Center for Financial Services
San Ramon,
California
|
US$20.5萬
|
–
|
–
|
–
|
|
|
1995
|
180 Wealth Advisors
Federal Way,
Washington
|
US$20.5萬
|
-US$8.46萬
|
-396
|
-30%
|
|
|
1996
|
Evolution Wealth Management
Fort Myers,
Florida
|
US$20.4萬
|
-US$427
|
-2
|
-0.2%
|
|
|
1997
|
Marino Stram & Associates
Braintree,
Massachusetts
|
US$20.4萬
|
+US$19.5萬
|
+912
|
新
|
|
|
1998
|
Hexagon Capital Partners
Rogers,
Arkansas
|
US$20.3萬
|
+US$19.4萬
|
+906
|
新
|
|
|
1999
|
Grove Bank & Trust
Miami,
Florida
|
US$20.2萬
|
-US$64.9萬
|
-3,037
|
-77%
|
|
|
2000
|
Talbot Financial
Bellevue,
Washington
|
US$20.2萬
|
+US$19.2萬
|
+900
|
新
|
|
