|
1976
|
GHP Investment Advisors
Denver,
Colorado
|
US$12.7萬
|
-US$1.7萬
|
-39
|
-11%
|
|
|
1977
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
US$12.4萬
|
-US$5.5萬
|
-126
|
-29%
|
|
|
1978
|
CrossGen Wealth
Greenville,
North Carolina
|
US$12.3萬
|
-US$7,864
|
-18
|
-6%
|
|
|
1979
|
State of Wyoming
Cheyenne,
Wyoming
|
US$12.1萬
|
+US$13.3萬
|
+304
|
新
|
|
|
1980
|
Essential Partners
Rancho Santa Fe,
California
|
US$12萬
|
+US$5.07萬
|
+116
|
+62%
|
|
|
1981
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
US$12萬
|
+US$1.09萬
|
+25
|
+9%
|
|
|
1982
|
Ulland Investment Advisors
Minneapolis,
Minnesota
|
US$11.9萬
|
–
|
–
|
–
|
|
|
1983
|
Action Point Financial Planning
Grand Rapids,
Michigan
|
US$11.8萬
|
+US$13.1萬
|
+300
|
新
|
|
|
1984
|
Strategic Wealth Partners
Independence,
Ohio
|
US$11.5萬
|
+US$6,116
|
+14
|
+5%
|
|
|
1985
|
American National Bank & Trust
Wichita Falls,
Texas
|
US$11.5萬
|
–
|
–
|
–
|
|
|
1986
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
US$11.3萬
|
-US$4,369
|
-10
|
-3%
|
|
|
1987
|
Aspiring Ventures
Cincinnati,
Ohio
|
US$11.3萬
|
+US$12.4萬
|
+283
|
新
|
|
|
1988
|
Crewe Advisors
Salt Lake City,
Utah
|
US$11.2萬
|
+US$1.35萬
|
+31
|
+12%
|
|
|
1989
|
Silver Grove Financial Group
Orchard Park,
New York
|
US$11萬
|
+US$12.1萬
|
+276
|
新
|
|
|
1990
|
WPG Advisers
Baltimore,
Maryland
|
US$10.8萬
|
-US$5.11萬
|
-117
|
-30%
|
|
|
1991
|
MV Capital Management
Bethesda,
Maryland
|
US$10.8萬
|
-US$1,748
|
-4
|
-1%
|
|
|
1992
|
Quaker Wealth Management
Moorestown,
New Jersey
|
US$10.7萬
|
-US$5,243
|
-12
|
-4%
|
|
|
1993
|
Osbon Capital Management
Boston,
Massachusetts
|
US$10.4萬
|
–
|
–
|
–
|
|
|
1994
|
Clearstead Trust
Portland,
Maine
|
US$10.3萬
|
–
|
–
|
–
|
|
|
1995
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
US$10.3萬
|
+US$1.09萬
|
+25
|
+11%
|
|
|
1996
|
North Star Investment Management
Chicago,
Illinois
|
US$10.1萬
|
-US$8,738
|
-20
|
-7%
|
|
|
1997
|
Vestor Capital
Chicago,
Illinois
|
US$10.1萬
|
+US$19.8萬
|
+453
|
+4%
|
|
|
1998
|
McDonald Partners
Cleveland,
Ohio
|
US$9.8萬
|
+US$10.7萬
|
+246
|
新
|
|
|
1999
|
ORG Wealth Partners
Dallas,
Texas
|
US$9.8萬
|
-US$11.9萬
|
-273
|
-53%
|
|
|
2000
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
US$9.7萬
|
–
|
–
|
–
|
|
