|
1976
|
Grange Capital
Beaverton,
Oregon
|
US$40.1萬
|
+US$28.6萬
|
+1,570
|
新
|
|
|
1977
|
DV Trading
Chicago,
Illinois
|
US$39.8萬
|
-US$6.06萬
|
-333
|
-18%
|
|
|
1978
|
Leelyn Smith
Geneva,
Illinois
|
US$39.7萬
|
-US$9,643
|
-53
|
-3%
|
|
|
1979
|
Live Oak Private Wealth
Wilmington,
North Carolina
|
US$39.7萬
|
+US$1.16萬
|
+64
|
+4%
|
|
|
1980
|
Mezzasalma Advisors
Tinton Falls,
New Jersey
|
US$39.6萬
|
-US$2.31萬
|
-127
|
-8%
|
|
|
1981
|
Warwick Investment Management
Bryan,
Texas
|
US$39.6萬
|
-US$1.42萬
|
-78
|
-5%
|
|
|
1982
|
Old Peak Finance
Chapel Hill,
North Carolina
|
US$39.5萬
|
+US$28.2萬
|
+1,548
|
新
|
|
|
1983
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
US$39.5萬
|
+US$28.1萬
|
+1,545
|
新
|
|
|
1984
|
Allied Investment Advisors
Billings,
Montana
|
US$39.4萬
|
–
|
–
|
–
|
|
|
1985
|
Costello Asset Management
Feasterville,
Pennsylvania
|
US$39.4萬
|
-US$1.09萬
|
-60
|
-4%
|
|
|
1986
|
Ranch Capital Advisors
Sarasota,
Florida
|
US$39.2萬
|
–
|
–
|
–
|
|
|
1987
|
Roberts, Glore & Co
Deerfield,
Illinois
|
US$39.2萬
|
+US$1.09萬
|
+60
|
+4%
|
|
|
1988
|
Wallace Advisory Group
Lafayette,
California
|
US$39.2萬
|
-US$9.7萬
|
-533
|
-26%
|
|
|
1989
|
NIA Impact Advisors
Berkeley,
California
|
US$39.2萬
|
+US$1,092
|
+6
|
+0.4%
|
|
|
1990
|
Barlow Wealth Partners
Louisville,
Kentucky
|
US$39.1萬
|
–
|
–
|
–
|
|
|
1991
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
US$39.1萬
|
-US$8.5萬
|
-467
|
-23%
|
|
|
1992
|
MB, Levis & Associates
Center Valley,
Pennsylvania
|
US$39萬
|
+US$182
|
+1
|
+0.1%
|
|
|
1993
|
HORAN Wealth
Cincinnati,
Ohio
|
US$39萬
|
-US$12.6萬
|
-690
|
-31%
|
|
|
1994
|
4Wealth Advisors
Burr Ridge,
Illinois
|
US$38.9萬
|
+US$27.7萬
|
+1,522
|
新
|
|
|
1995
|
Action Point Financial Planning
Grand Rapids,
Michigan
|
US$38.7萬
|
+US$27.7萬
|
+1,522
|
新
|
|
|
1996
|
TritonPoint Wealth
Chevy Chase,
Maryland
|
US$38.6萬
|
-US$4.31萬
|
-237
|
-14%
|
|
|
1997
|
Woodward Diversified Capital
Bakersfield,
California
|
US$38.5萬
|
-US$2.69萬
|
-148
|
-9%
|
|
|
1998
|
Innova Wealth Partners
Newtown,
Pennsylvania
|
US$38.5萬
|
-US$51.8萬
|
-2,846
|
-65%
|
|
|
1999
|
Creative Financial Designs
Kokomo,
Indiana
|
US$38.3萬
|
+US$22.6萬
|
+1,243
|
+484%
|
|
|
2000
|
1832 Asset Management
Toronto,
Ontario, Canada
|
US$38.3萬
|
–
|
–
|
–
|
|
