|
1976
|
Royal Capital Wealth Management
Carmel,
Indiana
|
US$24.4萬
|
-US$1.46萬
|
-123
|
-5%
|
|
|
1977
|
Inspire Advisors
Meridian,
Idaho
|
US$24.4萬
|
+US$1,304
|
+11
|
+0.5%
|
|
|
1978
|
Integris Wealth Management
Monterey,
California
|
US$24.3萬
|
–
|
–
|
–
|
|
|
1979
|
Spinnaker Trust
Portland,
Maine
|
US$24.2萬
|
+US$8,415
|
+71
|
+3%
|
|
|
1980
|
Novak & Powell Financial Services
St. Petersburg,
Florida
|
US$24.2萬
|
-US$8,534
|
-72
|
-3%
|
|
|
1981
|
Bond & Devick Financial Network
St. Louis Park,
Minnesota
|
US$24.2萬
|
–
|
–
|
–
|
|
|
1982
|
Crew Capital Management
Cincinnati,
Ohio
|
US$24.2萬
|
–
|
–
|
–
|
|
|
1983
|
Milestones Private Investment Advisors
Fairport,
New York
|
US$24.1萬
|
–
|
–
|
–
|
|
|
1984
|
Brown Miller Wealth Management
Mclean,
Virginia
|
US$24.1萬
|
+US$3,319
|
+28
|
+1%
|
|
|
1985
|
Asset One Wealth Management
Bellevue,
Washington
|
US$24萬
|
+US$1.56萬
|
+132
|
+7%
|
|
|
1986
|
Fiduciary Planning
Englewood,
Florida
|
US$24萬
|
–
|
–
|
–
|
|
|
1987
|
Kera Capital Partners
San Jose,
California
|
US$23.9萬
|
-US$4,385
|
-37
|
-2%
|
|
|
1988
|
Mindset Wealth Management
Indianapolis,
Indiana
|
US$23.9萬
|
+US$8.3萬
|
+700
|
+44%
|
|
|
1989
|
First Dallas Securities
Dallas,
Texas
|
US$23.9萬
|
-US$5,926
|
-50
|
-2%
|
|
|
1990
|
Parisi Gray Wealth Management
Mendham,
New Jersey
|
US$23.9萬
|
+US$1,304
|
+11
|
+0.5%
|
|
|
1991
|
Parr McKnight Wealth Management Group
Minneapolis,
Minnesota
|
US$23.9萬
|
–
|
–
|
–
|
|
|
1992
|
Edgemoor Investment Advisors
Bethesda,
Maryland
|
US$23.9萬
|
–
|
–
|
–
|
|
|
1993
|
Cornell Pochily Investment Advisors
Ithaca,
New York
|
US$23.8萬
|
–
|
–
|
–
|
|
|
1994
|
Granite Harbor Advisors
Houston,
Texas
|
US$23.7萬
|
+US$1.73萬
|
+146
|
+7%
|
|
|
1995
|
Hidden Cove Wealth Management
Bainbridge Island,
Washington
|
US$23.7萬
|
+US$2.3萬
|
+194
|
+9%
|
|
|
1996
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
US$23.7萬
|
-US$4.49萬
|
-379
|
-14%
|
|
|
1997
|
Breakwater Capital Group
Paramus,
New Jersey
|
US$23.7萬
|
+US$1.53萬
|
+129
|
+6%
|
|
|
1998
|
Strategic Financial Services
Utica,
New York
|
US$23.6萬
|
–
|
–
|
–
|
|
|
1999
|
Gallagher Capital Advisors
Argyle,
Texas
|
US$23.5萬
|
-US$237
|
-2
|
-0.1%
|
|
|
2000
|
Willow Creek Capital Management
Missoula,
Montana
|
US$23.5萬
|
+US$26.8萬
|
+2,260
|
新
|
|
