|
1976
|
PayPay Securities
Tokyo,
Japan
|
US$2,091
|
+US$45
|
+1
|
+2%
|
|
|
1977
|
Navigoe Wealth Management
Redondo Beach,
California
|
US$2,000
|
+US$2,664
|
+59
|
新
|
|
|
1978
|
Swan Capital
Pensacola,
Florida
|
US$1,996
|
–
|
–
|
–
|
|
|
1979
|
S&T Bank
Indiana,
Pennsylvania
|
US$1,949
|
–
|
–
|
–
|
|
|
1980
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
US$1,759
|
+US$406
|
+9
|
+32%
|
|
|
1981
|
Imprint Wealth
Mount Pleasant,
South Carolina
|
US$1,664
|
–
|
–
|
–
|
|
|
1982
|
NVWM LLC
Yardley,
Pennsylvania
|
US$1,664
|
+US$452
|
+10
|
+40%
|
|
|
1983
|
Networth Advisors
Canonsburg,
Pennsylvania
|
US$1,616
|
–
|
–
|
–
|
|
|
1984
|
DecisionPoint Financial
Mesa,
Arizona
|
US$1,499
|
+US$1,400
|
+31
|
新
|
|
|
1985
|
Three Bearings Fiduciary Advisors
Hampton,
New Hampshire
|
US$1,426
|
–
|
–
|
–
|
|
|
1986
|
Bravera Wealth
Bismarck,
North Dakota
|
US$1,331
|
-US$2,393
|
-53
|
-65%
|
|
|
1987
|
Phillip James Consulting
Plymouth,
Minnesota
|
US$1,236
|
–
|
–
|
–
|
|
|
1988
|
Westside Investment Management
Santa Monica,
California
|
US$1,236
|
–
|
–
|
–
|
|
|
1989
|
Sunrise Financial Services
Burien,
Washington
|
US$1,093
|
-US$226
|
-5
|
-18%
|
|
|
1990
|
Downshift Financial
Boulder,
Colorado
|
US$903
|
+US$858
|
+19
|
新
|
|
|
1991
|
3 Factor Indexing
Sacramento,
California
|
US$761
|
–
|
–
|
–
|
|
|
1992
|
FWL Investment Management
Dallas,
Texas
|
US$760
|
+US$722
|
+16
|
新
|
|
|
1993
|
Kings Path Partners
Sugar Land,
Texas
|
US$760
|
+US$722
|
+16
|
新
|
|
|
1994
|
Torren Management
San Diego,
California
|
US$734
|
–
|
–
|
–
|
|
|
1995
|
Breakwater Investment Management
Seattle,
Washington
|
US$666
|
+US$632
|
+14
|
新
|
|
|
1996
|
Hoey Investments
Coatesville,
Pennsylvania
|
US$666
|
+US$632
|
+14
|
新
|
|
|
1997
|
Morton Brown Family Wealth
Allentown,
Pennsylvania
|
US$665
|
+US$632
|
+14
|
新
|
|
|
1998
|
Maryland Capital Advisors
Chester,
Maryland
|
US$523
|
+US$497
|
+11
|
新
|
|
|
1999
|
Godfrey Financial Associates
Glenmont,
New York
|
US$475
|
–
|
–
|
–
|
|
|
2000
|
Mosley Wealth Management
Anaheim,
California
|
US$333
|
+US$316
|
+7
|
新
|
|
