|
1976
|
Alaethes Wealth
Glenbrook,
Nevada
|
US$443萬
|
+US$7.06萬
|
+97
|
+2%
|
|
|
1977
|
GAMCO Investors
Greenwich,
Connecticut
|
US$443萬
|
-US$4598萬
|
-63,138
|
-91%
|
|
|
1978
|
Gemmer Asset Management
Walnut Creek,
California
|
US$442萬
|
+US$6.84萬
|
+94
|
+2%
|
|
|
1979
|
Sculati Wealth Management
Bloomfield Hills,
Michigan
|
US$442萬
|
+US$9.25萬
|
+127
|
+2%
|
|
|
1980
|
Eaton Financial Holdings
Coral Springs,
Florida
|
US$439萬
|
-US$7,282
|
-10
|
-0.2%
|
|
|
1981
|
Equitable Trust
Nashville,
Tennessee
|
US$438萬
|
–
|
–
|
–
|
|
|
1982
|
Hopwood Financial Services
Reston,
Virginia
|
US$437萬
|
+US$47.9萬
|
+658
|
+13%
|
|
|
1983
|
Aaron Wealth Advisors
Chicago,
Illinois
|
US$437萬
|
+US$7.14萬
|
+98
|
+2%
|
|
|
1984
|
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
US$437萬
|
+US$18.4萬
|
+252
|
+5%
|
|
|
1985
|
Optivise Advisory Services
Franklin,
Tennessee
|
US$436萬
|
+US$70.8萬
|
+972
|
+20%
|
|
|
1986
|
Blodgett Wealth Advisors
Concord,
California
|
US$436萬
|
+US$6.55萬
|
+90
|
+2%
|
|
|
1987
|
Strategies Wealth Advisors
Grand Rapids,
Michigan
|
US$435萬
|
-US$69.8萬
|
-958
|
-14%
|
|
|
1988
|
Mattson Financial Services
Kentwood,
Michigan
|
US$431萬
|
+US$4.51萬
|
+62
|
+1%
|
|
|
1989
|
Fonville Wealth Management
Richmond,
Virginia
|
US$430萬
|
-US$7.21萬
|
-99
|
-2%
|
|
|
1990
|
Mason & Associates (Virginia)
Newport News,
Virginia
|
US$429萬
|
+US$5.39萬
|
+74
|
+1%
|
|
|
1991
|
United Advisor Group
Cincinnati,
Ohio
|
US$429萬
|
+US$91.4萬
|
+1,255
|
+28%
|
|
|
1992
|
Range Advisory
Mclean,
Virginia
|
US$429萬
|
+US$233萬
|
+3,206
|
+127%
|
|
|
1993
|
NBT Bank
Norwich,
New York
|
US$429萬
|
-US$261萬
|
-3,582
|
-38%
|
|
|
1994
|
London & Capital Asset Management
London,
United Kingdom
|
US$427萬
|
-US$58.2萬
|
-799
|
-12%
|
|
|
1995
|
Leeward Financial Partners
Bellevue,
Washington
|
US$425萬
|
+US$2,185
|
+3
|
+0.1%
|
|
|
1996
|
Fulcrum Capital
Seattle,
Washington
|
US$425萬
|
-US$15.1萬
|
-207
|
-4%
|
|
|
1997
|
Aspire Private Capital
Cornelius,
North Carolina
|
US$425萬
|
+US$146萬
|
+2,006
|
+55%
|
|
|
1998
|
Legacy Financial Advisors
Covington,
Kentucky
|
US$425萬
|
-US$20.4萬
|
-280
|
-5%
|
|
|
1999
|
Private Capital Management (Florida)
Naples,
Florida
|
US$424萬
|
+US$42.2萬
|
+579
|
+11%
|
|
|
2000
|
Ridgepath Capital Management
Knoxville,
Tennessee
|
US$424萬
|
+US$9,467
|
+13
|
+0.2%
|
|
