|
1976
|
Towarzystwo Funduszy Inwestycyjnych PZU SA
Warsaw,
|
US$74.9萬
|
+US$1,950
|
+2
|
+0.3%
|
|
|
1977
|
Icon Wealth Advisors
Houston,
Texas
|
US$74.7萬
|
+US$46.7萬
|
+479
|
+184%
|
|
|
1978
|
TownSquare Capital
Provo,
Utah
|
US$74.7萬
|
+US$6.34萬
|
+65
|
+10%
|
|
|
1979
|
Birchcreek Wealth Management
Miami Township,
Ohio
|
US$74.5萬
|
+US$1.95萬
|
+20
|
+3%
|
|
|
1980
|
Creative Financial Designs
Kokomo,
Indiana
|
US$74.4萬
|
+US$3.12萬
|
+32
|
+5%
|
|
|
1981
|
Naples Global Advisors
Naples,
Florida
|
US$74.3萬
|
+US$13.8萬
|
+142
|
+24%
|
|
|
1982
|
Tower Wealth Partners
Lewisburg,
Pennsylvania
|
US$74.2萬
|
-US$4萬
|
-41
|
-5%
|
|
|
1983
|
Wellington-Altus USA
Winnipeg, Manitoba,
Manitoba, Canada
|
US$73.9萬
|
-US$3.12萬
|
-32
|
-4%
|
|
|
1984
|
PAX Financial Group
San Antonio,
Texas
|
US$73.6萬
|
+US$12.2萬
|
+125
|
+21%
|
|
|
1985
|
Washington Trust Advisors
Wellesley,
Massachusetts
|
US$73.5萬
|
-US$15.1萬
|
-155
|
-18%
|
|
|
1986
|
Bolthouse Investments
Bakersfield,
California
|
US$73.5萬
|
–
|
–
|
–
|
|
|
1987
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
US$73.2萬
|
-US$4.39萬
|
-45
|
-6%
|
|
|
1988
|
Penserra Capital Management
Orinda,
California
|
US$73.1萬
|
+US$68.2萬
|
+700
|
+2,917%
|
|
|
1989
|
Bay Capital Advisors
Virginia Beach,
Virginia
|
US$73.1萬
|
-US$8,775
|
-9
|
-1%
|
|
|
1990
|
Poehling Capital Management
Madison,
Wisconsin
|
US$73萬
|
-US$459萬
|
-4,705
|
-87%
|
|
|
1991
|
Diversified Management
Milwaukee,
Wisconsin
|
US$73萬
|
-US$407萬
|
-4,173
|
-85%
|
|
|
1992
|
Washburn Capital Management
Vero Beach,
Florida
|
US$73萬
|
+US$39.3萬
|
+403
|
+126%
|
|
|
1993
|
Reyes Financial Architecture
San Diego,
California
|
US$73萬
|
-US$7.9萬
|
-81
|
-10%
|
|
|
1994
|
Insight Advisors
Newtown,
Pennsylvania
|
US$72.9萬
|
+US$2.83萬
|
+29
|
+4%
|
|
|
1995
|
Marin Bay Wealth Advisors
San Anselmo,
California
|
US$72.9萬
|
+US$1.95萬
|
+20
|
+3%
|
|
|
1996
|
Strategic Investment Advisors
Farmington Hills,
Michigan
|
US$72.9萬
|
-US$6,825
|
-7
|
-1%
|
|
|
1997
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
US$72.6萬
|
+US$1.17萬
|
+12
|
+2%
|
|
|
1998
|
Next Level Private
Harrison,
New York
|
US$72.6萬
|
-US$9,749
|
-10
|
-1%
|
|
|
1999
|
Global Assets Advisory
Orlando,
Florida
|
US$72.5萬
|
-US$9,749
|
-10
|
-1%
|
|
|
2000
|
Atlas Brown
Louisville,
Kentucky
|
US$72.5萬
|
+US$27.6萬
|
+283
|
+65%
|
|
