|
1976
|
Center for Financial Planning
Southfied,
Michigan
|
US$16.3萬
|
-US$1.73萬
|
-131
|
-10%
|
|
|
1977
|
Clearstead Trust
Portland,
Maine
|
US$16.1萬
|
–
|
–
|
–
|
|
|
1978
|
Pittenger & Anderson Inc
Lincoin,
Nebraska
|
US$15.5萬
|
+US$1.35萬
|
+102
|
+10%
|
|
|
1979
|
Peck Wealth Management
White Plains,
New York
|
US$15.4萬
|
–
|
–
|
–
|
|
|
1980
|
Insight Inv LLC
El Segundo,
California
|
US$15.3萬
|
–
|
–
|
–
|
|
|
1981
|
MPWM Advisory Solutions
Alpharetta,
Georgia
|
US$15萬
|
–
|
–
|
–
|
|
|
1982
|
West Branch Capital
Amherst,
Massachusetts
|
US$15萬
|
+US$132
|
+1
|
+0.1%
|
|
|
1983
|
Milestone Investment Advisors
Middleton,
Wisconsin
|
US$14.8萬
|
–
|
–
|
–
|
|
|
1984
|
Realta Investment Advisors
Wilmington,
Delaware
|
US$14.6萬
|
+US$132
|
+1
|
+0.1%
|
|
|
1985
|
Kerr Financial Planning
Fresno,
California
|
US$14.4萬
|
–
|
–
|
–
|
|
|
1986
|
Bulwark Capital
Fernandina Beach,
Florida
|
US$14.4萬
|
–
|
–
|
–
|
|
|
1987
|
Morling Financial Advisors
Fremont,
California
|
US$14.3萬
|
+US$10.6萬
|
+805
|
+344%
|
|
|
1988
|
Hoese & Co
Glencoe,
Minnesota
|
US$14.2萬
|
–
|
–
|
–
|
|
|
1989
|
Register Financial Advisors
Atlanta,
Georgia
|
US$14.1萬
|
–
|
–
|
–
|
|
|
1990
|
Horizon Investments
Charlotte,
North Carolina
|
US$14.1萬
|
-US$13.5萬
|
-1,022
|
-50%
|
|
|
1991
|
McDonald Partners
Cleveland,
Ohio
|
US$14萬
|
+US$13.4萬
|
+1,016
|
新
|
|
|
1992
|
Anchor Investment Management
Columbia,
South Carolina
|
US$13.9萬
|
–
|
–
|
–
|
|
|
1993
|
Central Pacific Bank - Trust Division
Honolulu,
Hawaii
|
US$13.5萬
|
-US$7.92萬
|
-600
|
-38%
|
|
|
1994
|
RHL Group
Holly,
Michigan
|
US$13.2萬
|
-US$1.9萬
|
-144
|
-13%
|
|
|
1995
|
CoreFirst Bank & Trust
Topeka,
Kansas
|
US$13.1萬
|
-US$10.4萬
|
-786
|
-45%
|
|
|
1996
|
Townsend Asset Management
Raleigh,
North Carolina
|
US$13.1萬
|
–
|
–
|
–
|
|
|
1997
|
Holos Integrated Wealth
Kennett Square,
Pennsylvania
|
US$13萬
|
–
|
–
|
–
|
|
|
1998
|
|
US$12.7萬
|
–
|
–
|
–
|
|
|
1999
|
SouthState Corp
Winter Haven,
Florida
|
US$12.6萬
|
–
|
–
|
–
|
|
|
2000
|
Frankly Finances
Winter Park,
Florida
|
US$12.5萬
|
–
|
–
|
–
|
|
