|
1976
|
Sendero Wealth Management
San Antonio,
Texas
|
US$43.3萬
|
-US$918
|
-9
|
-0.2%
|
|
|
1977
|
National Wealth Management Group
Cincinnati,
Ohio
|
US$43.3萬
|
-US$7.82萬
|
-767
|
-15%
|
|
|
1978
|
Pacific Sage Partners
Edmonds,
Washington
|
US$43.1萬
|
-US$3.7萬
|
-363
|
-8%
|
|
|
1979
|
Hollencrest Capital Management
Newport Beach,
California
|
US$43.1萬
|
-US$2.94萬
|
-288
|
-6%
|
|
|
1980
|
Camden National Bank
Camden,
Maine
|
US$43.1萬
|
+US$5.21萬
|
+511
|
+13%
|
|
|
1981
|
Taylor Financial Group
Roanoke,
Virginia
|
US$43萬
|
–
|
–
|
–
|
|
|
1982
|
Rexford Capital
Bellaire,
Texas
|
US$43萬
|
+US$1,937
|
+19
|
+0.4%
|
|
|
1983
|
WrapManager Inc
Mill Valley,
California
|
US$42.9萬
|
-US$714
|
-7
|
-0.2%
|
|
|
1984
|
East Coast Asset Management
Essex,
Massachusetts
|
US$42.8萬
|
–
|
–
|
–
|
|
|
1985
|
Sovereign Financial Group
Stamford,
Connecticut
|
US$42.6萬
|
-US$2.33萬
|
-229
|
-5%
|
|
|
1986
|
Aull & Monroe Investment Management
Mobile,
Alabama
|
US$42.6萬
|
-US$1.23萬
|
-121
|
-3%
|
|
|
1987
|
Pines Wealth Management
Southern Pines,
North Carolina
|
US$42.6萬
|
-US$3.66萬
|
-359
|
-8%
|
|
|
1988
|
Brown, Lisle/Cummings
Providence,
Rhode Island
|
US$42.5萬
|
-US$2.75萬
|
-270
|
-6%
|
|
|
1989
|
Root Financial Partners
Encinitas,
California
|
US$42.5萬
|
-US$2.31萬
|
-227
|
-5%
|
|
|
1990
|
Beck Mack & Oliver
New York
|
US$42.4萬
|
-US$1.19萬
|
-117
|
-3%
|
|
|
1991
|
Manchester Financial
Westlake Village,
California
|
US$42.3萬
|
-US$5,199
|
-51
|
-1%
|
|
|
1992
|
180 Wealth Advisors
Federal Way,
Washington
|
US$42.3萬
|
+US$6,117
|
+60
|
+1%
|
|
|
1993
|
Vanguard National Trust
Malvern,
Pennsylvania
|
US$42.3萬
|
+US$1.94萬
|
+190
|
+5%
|
|
|
1994
|
Client 1st Advisory Group
Dunedin,
Florida
|
US$42.3萬
|
+US$2.94萬
|
+288
|
+7%
|
|
|
1995
|
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
|
US$42.2萬
|
-US$2.61萬
|
-256
|
-6%
|
|
|
1996
|
McDonald Partners
Cleveland,
Ohio
|
US$42.2萬
|
-US$6,729
|
-66
|
-1%
|
|
|
1997
|
Magnolia Capital Advisors
Jackson,
Mississippi
|
US$42.1萬
|
-US$2,447
|
-24
|
-0.5%
|
|
|
1998
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
US$42.1萬
|
-US$1.91萬
|
-187
|
-4%
|
|
|
1999
|
Jupiter Wealth Management
Glendale,
Colorado
|
US$42.1萬
|
-US$20.8萬
|
-2,045
|
-32%
|
|
|
2000
|
Orca Investment Management
Roseburg,
Oregon
|
US$42.1萬
|
-US$6,729
|
-66
|
-1%
|
|
