|
1976
|
Stevens Capital Management
Radnor,
Pennsylvania
|
US$32.8萬
|
+US$30.5萬
|
+2,342
|
新
|
|
|
1977
|
Sapient Capital
Indianapolis,
Indiana
|
US$32.6萬
|
-US$51.1萬
|
-3,925
|
-63%
|
|
|
1978
|
American Trust
Lexington,
Kentucky
|
US$32.6萬
|
+US$1.04萬
|
+80
|
+4%
|
|
|
1979
|
Marietta Investment Partners
Milwaukee,
Wisconsin
|
US$32.6萬
|
–
|
–
|
–
|
|
|
1980
|
Eurizon SLJ Capital
London,
|
US$32.5萬
|
–
|
–
|
–
|
|
|
1981
|
FPC Investment Advisory
Petaluma,
California
|
US$32.3萬
|
–
|
–
|
–
|
|
|
1982
|
Traveka Wealth
Los Altos,
California
|
US$32.3萬
|
+US$2,473
|
+19
|
+0.8%
|
|
|
1983
|
Cape Investment Advisory
Mcdonough,
Georgia
|
US$32.3萬
|
+US$1.13萬
|
+87
|
+4%
|
|
|
1984
|
Segment Wealth Management
Houston,
Texas
|
US$32.2萬
|
-US$8,982
|
-69
|
-3%
|
|
|
1985
|
Northeast Investment Management
Boston,
Massachusetts
|
US$32.2萬
|
+US$30萬
|
+2,302
|
新
|
|
|
1986
|
Verdad Advisers
Boston,
Massachusetts
|
US$32.2萬
|
+US$30萬
|
+2,301
|
新
|
|
|
1987
|
Tripletail Wealth Management
Orlando,
Florida
|
US$32.2萬
|
–
|
–
|
–
|
|
|
1988
|
Quantum Financial Advisors
El Segundo,
California
|
US$32.2萬
|
+US$391
|
+3
|
+0.1%
|
|
|
1989
|
Beacon Investment Advisors
Gaithersburg,
Maryland
|
US$32.1萬
|
–
|
–
|
–
|
|
|
1990
|
Providence Wealth Advisors
Frankfort,
Illinois
|
US$32.1萬
|
+US$1,302
|
+10
|
+0.4%
|
|
|
1991
|
Carl P. Sherr & Co
Worcester,
Massachusetts
|
US$32.1萬
|
–
|
–
|
–
|
|
|
1992
|
Lyell Wealth Management
Menlo Park,
California
|
US$32.1萬
|
+US$2.6萬
|
+200
|
+10%
|
|
|
1993
|
|
US$32.1萬
|
+US$5,598
|
+43
|
+2%
|
|
|
1994
|
FMB Wealth Management
Westlake Village,
California
|
US$32萬
|
+US$260
|
+2
|
+0.1%
|
|
|
1995
|
Bill Few Associates
Pittsburgh,
Pennsylvania
|
US$32萬
|
+US$651
|
+5
|
+0.2%
|
|
|
1996
|
Integrity Financial
Cheyenne,
Wyoming
|
US$32萬
|
-US$85.9萬
|
-6,600
|
-74%
|
|
|
1997
|
Commonwealth Financial Services
Vienna,
West Virginia
|
US$31.9萬
|
+US$9,243
|
+71
|
+3%
|
|
|
1998
|
Archford Capital Strategies
Swansea,
Illinois
|
US$31.7萬
|
+US$3.11萬
|
+239
|
+12%
|
|
|
1999
|
Secure Asset Management
Troy,
Michigan
|
US$31.7萬
|
-US$5.44萬
|
-418
|
-16%
|
|
|
2000
|
North Capital
Salt Lake City,
Utah
|
US$31.6萬
|
+US$7,290
|
+56
|
+3%
|
|
