|
1976
|
Dala Group
Hoffman Estates,
Illinois
|
US$42.8萬
|
–
|
–
|
–
|
|
|
1977
|
SeaCrest Wealth Management
Purchase,
New York
|
US$42.7萬
|
-US$31萬
|
-1,103
|
-44%
|
|
|
1978
|
Redwood Family Wealth
Addison,
Texas
|
US$42.7萬
|
–
|
–
|
–
|
|
|
1979
|
Flagship Wealth Advisors
Wakefield,
Massachusetts
|
US$42.5萬
|
+US$4.72萬
|
+168
|
+13%
|
|
|
1980
|
Private Client Services
Louisville,
Kentucky
|
US$42.5萬
|
-US$8.74萬
|
-311
|
-18%
|
|
|
1981
|
Bedminster
Bluffton,
South Carolina
|
US$42.5萬
|
-US$11.1萬
|
-395
|
-22%
|
|
|
1982
|
Spirepoint Private Client
Vero Beach,
Florida
|
US$42.2萬
|
–
|
–
|
–
|
|
|
1983
|
Valley Forge Investment Consultants
Audubon,
Pennsylvania
|
US$42.2萬
|
–
|
–
|
–
|
|
|
1984
|
Fayez Sarofim & Co
Houston,
Texas
|
US$42.2萬
|
–
|
–
|
–
|
|
|
1985
|
High Net Worth Advisory Group
Naples,
Florida
|
US$42.2萬
|
–
|
–
|
–
|
|
|
1986
|
Patten Group
Chattanooga,
Tennessee
|
US$42.1萬
|
+US$7.5萬
|
+267
|
+24%
|
|
|
1987
|
DeLarme Wealth Management
Palos Verdes Estates,
California
|
US$42.1萬
|
+US$281
|
+1
|
+0.1%
|
|
|
1988
|
SJBenen ADVISORY
Chapel Hill,
North Carolina
|
US$42.1萬
|
–
|
–
|
–
|
|
|
1989
|
Flynn Zito Capital Management
Garden City,
New York
|
US$42萬
|
+US$281
|
+1
|
+0.1%
|
|
|
1990
|
Castle Wealth Management
West Palm Beach,
Florida
|
US$42萬
|
+US$281
|
+1
|
+0.1%
|
|
|
1991
|
Boston Common Asset Management
Boston,
Massachusetts
|
US$41.9萬
|
-US$1.57萬
|
-56
|
-4%
|
|
|
1992
|
ArchPoint Investors
Coral Gables,
Florida
|
US$41.8萬
|
–
|
–
|
–
|
|
|
1993
|
Praetorian Wealth Management
Carmel,
California
|
US$41.8萬
|
–
|
–
|
–
|
|
|
1994
|
Bay Capital Advisors
Virginia Beach,
Virginia
|
US$41.5萬
|
+US$281
|
+1
|
+0.1%
|
|
|
1995
|
Traynor Capital Management
Malvern,
Pennsylvania
|
US$41.4萬
|
-US$4.92萬
|
-175
|
-11%
|
|
|
1996
|
Daner Wealth Management
Alpharetta,
Georgia
|
US$41.3萬
|
–
|
–
|
–
|
|
|
1997
|
D.B. Root & Company
Pittsburgh,
Pennsylvania
|
US$41.3萬
|
-US$12.9萬
|
-458
|
-25%
|
|
|
1998
|
Piscataqua Savings Bank
Portsmouth,
New Hampshire
|
US$41.3萬
|
–
|
–
|
–
|
|
|
1999
|
BCGM Wealth Management
Lafayette,
Indiana
|
US$41.1萬
|
+US$281
|
+1
|
+0.1%
|
|
|
2000
|
Asset Dedication LLC
San Francisco,
California
|
US$41.1萬
|
+US$19.2萬
|
+682
|
+100%
|
|
