|
1976
|
FirstWave Capital Management
Miami,
Florida
|
US$202萬
|
+US$143萬
|
+3,481
|
新
|
|
|
1977
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
US$202萬
|
-US$1.44萬
|
-35
|
-1%
|
|
|
1978
|
Northwest Wealth Management
Spencer,
Iowa
|
US$202萬
|
+US$6.44萬
|
+157
|
+5%
|
|
|
1979
|
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
US$202萬
|
+US$25.9萬
|
+631
|
+22%
|
|
|
1980
|
SilverOak Wealth Management
Edina,
Minnesota
|
US$201萬
|
-US$10.2萬
|
-249
|
-7%
|
|
|
1981
|
LRI Investments
Palm Beach Gardens,
Florida
|
US$201萬
|
+US$37.6萬
|
+917
|
+4%
|
|
|
1982
|
Darden Wealth Group
Ann Arbor,
Michigan
|
US$201萬
|
+US$15萬
|
+365
|
+12%
|
|
|
1983
|
Stableford Capital II
Scottsdale,
Arizona
|
US$201萬
|
-US$164萬
|
-3,992
|
-54%
|
|
|
1984
|
Traveka Wealth
Los Altos,
California
|
US$200萬
|
+US$2.01萬
|
+49
|
+1%
|
|
|
1985
|
Paragon Financial Partners
Woodland Hills,
California
|
US$200萬
|
–
|
–
|
–
|
|
|
1986
|
Outfitter Financial
Brunswick,
Maine
|
US$200萬
|
–
|
–
|
–
|
|
|
1987
|
Trillium Asset Management
Boston,
Massachusetts
|
US$200萬
|
-US$13.5萬
|
-329
|
-9%
|
|
|
1988
|
Second Line Capital
Metairie,
Louisiana
|
US$200萬
|
-US$2.01萬
|
-49
|
-1%
|
|
|
1989
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
US$200萬
|
+US$30.6萬
|
+747
|
+28%
|
|
|
1990
|
Sunflower Bank
Dallas,
Texas
|
US$199萬
|
+US$10.3萬
|
+251
|
+8%
|
|
|
1991
|
Wilian Securities
Vadnais Heights,
Minnesota
|
US$199萬
|
+US$46.1萬
|
+1,125
|
+49%
|
|
|
1992
|
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
US$199萬
|
+US$33.6萬
|
+820
|
+32%
|
|
|
1993
|
LJI Wealth Management
Indianapolis,
Indiana
|
US$198萬
|
-US$8,200
|
-20
|
-0.6%
|
|
|
1994
|
Strive Financial Group
Carmel,
Indiana
|
US$198萬
|
-US$5,740
|
-14
|
-0.4%
|
|
|
1995
|
Chicago Trust
Grayslake,
Illinois
|
US$198萬
|
-US$820
|
-2
|
-0.1%
|
|
|
1996
|
North Dallas Bank & Trust
Dallas,
Texas
|
US$198萬
|
+US$47.5萬
|
+1,159
|
+51%
|
|
|
1997
|
Contravisory Investment Management
Norwell,
Massachusetts
|
US$198萬
|
-US$80.5萬
|
-1,964
|
-37%
|
|
|
1998
|
Mirabaud Asset Management
London,
United Kingdom
|
US$198萬
|
+US$150萬
|
+3,668
|
新
|
|
|
1999
|
Alamar Capital Management
Santa Barbara,
California
|
US$198萬
|
–
|
–
|
–
|
|
|
2000
|
Shum Financial Group
Alameda,
California
|
US$198萬
|
+US$4.67萬
|
+114
|
+3%
|
|
