|
1976
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
US$186萬
|
+US$3,514
|
+4
|
+0.2%
|
|
|
1977
|
Firethorn Wealth Partners
Augusta,
Georgia
|
US$186萬
|
-US$49.2萬
|
-560
|
-24%
|
|
|
1978
|
West Michigan Advisors
Holland,
Michigan
|
US$185萬
|
-US$314萬
|
-3,569
|
-67%
|
|
|
1979
|
Quantum Financial Advisors
El Segundo,
California
|
US$185萬
|
+US$6.41萬
|
+73
|
+4%
|
|
|
1980
|
Triad Wealth Partners
Lawrence,
Kansas
|
US$185萬
|
+US$78.9萬
|
+898
|
+68%
|
|
|
1981
|
VisionPoint Advisory Group
Dallas,
Texas
|
US$185萬
|
+US$5.01萬
|
+57
|
+3%
|
|
|
1982
|
Orser Capital Management
Southlake,
Texas
|
US$184萬
|
–
|
–
|
–
|
|
|
1983
|
LifeSteps Financial
Claremont,
California
|
US$184萬
|
-US$3,514
|
-4
|
-0.2%
|
|
|
1984
|
Pettyjohn Wood & White
Lynchburg,
Virginia
|
US$184萬
|
+US$2.72萬
|
+31
|
+2%
|
|
|
1985
|
Base Wealth Management
Lakewood Ranch,
Florida
|
US$184萬
|
–
|
–
|
–
|
|
|
1986
|
Zinnia Wealth Advisory
Ocala,
Florida
|
US$183萬
|
+US$5,271
|
+6
|
+0.3%
|
|
|
1987
|
Grant Private Wealth Management
Pleasanton,
California
|
US$183萬
|
+US$10.6萬
|
+121
|
+8%
|
|
|
1988
|
Wealth Quarterback
Toms River,
New Jersey
|
US$183萬
|
+US$1,757
|
+2
|
+0.1%
|
|
|
1989
|
Vantus Wealth
Lancaster,
Pennsylvania
|
US$183萬
|
+US$151萬
|
+1,719
|
新
|
|
|
1990
|
Check Capital Management
Costa Mesa,
California
|
US$183萬
|
–
|
–
|
–
|
|
|
1991
|
Basecamp Wealth Advisors
Bellevue,
Washington
|
US$183萬
|
+US$6,149
|
+7
|
+0.4%
|
|
|
1992
|
GWN Securities
Palm Beach Gardens,
Florida
|
US$183萬
|
-US$5.8萬
|
-66
|
-4%
|
|
|
1993
|
Purpose Unlimited Inc
Toronto,
|
US$182萬
|
+US$10.9萬
|
+124
|
+8%
|
|
|
1994
|
Diversified Management
Milwaukee,
Wisconsin
|
US$182萬
|
-US$160萬
|
-1,818
|
-52%
|
|
|
1995
|
|
US$182萬
|
–
|
–
|
–
|
|
|
1996
|
Crewe Advisors
Salt Lake City,
Utah
|
US$182萬
|
+US$6.76萬
|
+77
|
+5%
|
|
|
1997
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
US$182萬
|
–
|
–
|
–
|
|
|
1998
|
Accel Wealth Management
Waverly,
Iowa
|
US$182萬
|
+US$7.38萬
|
+84
|
+5%
|
|
|
1999
|
Analyst IMS Investment Management Services
Tel-Aviv,
Israel
|
US$182萬
|
-US$60.3萬
|
-686
|
-29%
|
|
|
2000
|
Sunpointe
St. Louis,
Missouri
|
US$182萬
|
-US$18.4萬
|
-209
|
-11%
|
|
