|
1976
|
Douglas Lane & Associates
New York
|
US$132萬
|
+US$12.9萬
|
+280
|
+18%
|
|
|
1977
|
Peoples Bank (Ohio)
Marietta,
Ohio
|
US$131萬
|
-US$2.08萬
|
-45
|
-2%
|
|
|
1978
|
EWA LLC
Pittsbugh,
Pennsylvania
|
US$131萬
|
+US$6.41萬
|
+139
|
+8%
|
|
|
1979
|
BLB&B Advisors
Montgomeryville,
Pennsylvania
|
US$131萬
|
+US$2,307
|
+5
|
+0.3%
|
|
|
1980
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
US$131萬
|
-US$1,846
|
-4
|
-0.2%
|
|
|
1981
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
US$131萬
|
-US$12.5萬
|
-272
|
-13%
|
|
|
1982
|
MBL Wealth
Charlotte,
North Carolina
|
US$131萬
|
+US$5.35萬
|
+116
|
+7%
|
|
|
1983
|
Centurion Wealth Management
Mclean,
Virginia
|
US$131萬
|
+US$12.3萬
|
+267
|
+17%
|
|
|
1984
|
AIMZ Investment Advisors
Los Altos,
California
|
US$131萬
|
-US$4,614
|
-10
|
-0.6%
|
|
|
1985
|
Thrive Wealth Management
Audubon,
Pennsylvania
|
US$130萬
|
-US$8,766
|
-19
|
-1%
|
|
|
1986
|
Adalta Capital Management
New York
|
US$130萬
|
+US$30.2萬
|
+655
|
+57%
|
|
|
1987
|
Financial Network Wealth Management
Draper,
Utah
|
US$130萬
|
–
|
–
|
–
|
|
|
1988
|
Baron Silver Stevens Financial Advisors
Boca Raton,
Florida
|
US$130萬
|
–
|
–
|
–
|
|
|
1989
|
Red Reef Advisors
Boca Raton,
Florida
|
US$130萬
|
-US$4.01萬
|
-87
|
-5%
|
|
|
1990
|
Spirepoint Private Client
Vero Beach,
Florida
|
US$130萬
|
+US$2.12萬
|
+46
|
+3%
|
|
|
1991
|
Ridgewood Investments
Springfield,
New Jersey
|
US$129萬
|
-US$47.3萬
|
-1,025
|
-36%
|
|
|
1992
|
Clarity Wealth Advisors
San Jose,
California
|
US$129萬
|
–
|
–
|
–
|
|
|
1993
|
Americana Partners
Houston,
Texas
|
US$129萬
|
+US$17.5萬
|
+379
|
+27%
|
|
|
1994
|
ProCore Advisors
Newport Beach,
California
|
US$129萬
|
-US$5.72萬
|
-124
|
-7%
|
|
|
1995
|
Osborne Partners Capital Management
San Francisco,
California
|
US$128萬
|
–
|
–
|
–
|
|
|
1996
|
Donoghue Forlines
Boston,
Massachusetts
|
US$128萬
|
-US$371萬
|
-8,033
|
-82%
|
|
|
1997
|
Advisornet Financial
Minnetonka,
Minnesota
|
US$128萬
|
-US$20.8萬
|
-451
|
-20%
|
|
|
1998
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
US$128萬
|
-US$4.61萬
|
-100
|
-5%
|
|
|
1999
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
US$127萬
|
+US$2.08萬
|
+45
|
+3%
|
|
|
2000
|
Ashton Thomas Securities
Rochester,
New York
|
US$127萬
|
+US$20.7萬
|
+449
|
+33%
|
|
