|
1976
|
UP Strategic Wealth Investment Advisors
Pittsburgh,
Pennsylvania
|
US$39.6萬
|
–
|
–
|
–
|
|
|
1977
|
JB Capital
Wethersfield,
Connecticut
|
US$39.5萬
|
-US$9,505
|
-48
|
-2%
|
|
|
1978
|
Coastwise Capital Group
La Jolla,
California
|
US$39.5萬
|
+US$6.97萬
|
+352
|
+23%
|
|
|
1979
|
Sharp Financial Services
Horsham,
Pennsylvania
|
US$39.4萬
|
+US$3,564
|
+18
|
+1%
|
|
|
1980
|
AGH Wealth Advisors
Wichita,
Kansas
|
US$39.4萬
|
+US$2.97萬
|
+150
|
+9%
|
|
|
1981
|
Acorn Creek Capital
Fort Collins,
Colorado
|
US$39.3萬
|
-US$5,545
|
-28
|
-1%
|
|
|
1982
|
Novem Group
Rochester,
New York
|
US$39.3萬
|
-US$7.31萬
|
-369
|
-16%
|
|
|
1983
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
US$39.2萬
|
–
|
–
|
–
|
|
|
1984
|
Red Reef Advisors
Boca Raton,
Florida
|
US$39.2萬
|
-US$5.94萬
|
-300
|
-14%
|
|
|
1985
|
Osborne Partners Capital Management
San Francisco,
California
|
US$39.2萬
|
–
|
–
|
–
|
|
|
1986
|
Capital Square
Chattanooga,
Tennessee
|
US$39.2萬
|
-US$4.44萬
|
-224
|
-11%
|
|
|
1987
|
Discipline Wealth Solutions
Greenville,
South Carolina
|
US$39.2萬
|
–
|
–
|
–
|
|
|
1988
|
Foguth Wealth Management
Brighton,
Michigan
|
US$39.1萬
|
+US$1,386
|
+7
|
+0.4%
|
|
|
1989
|
Visionary Horizons
Knoxville,
Tennessee
|
US$39.1萬
|
+US$37萬
|
+1,870
|
新
|
|
|
1990
|
D'Orazio & Associates
Falls Church,
Virginia
|
US$39萬
|
+US$8,317
|
+42
|
+2%
|
|
|
1991
|
Tyche Wealth Partners
Plano,
Texas
|
US$39萬
|
+US$1.01萬
|
+51
|
+3%
|
|
|
1992
|
ProVise Management Group
Clearwater,
Florida
|
US$38.9萬
|
-US$3.45萬
|
-174
|
-9%
|
|
|
1993
|
Tower Bridge Advisors
Conshohocken,
Pennsylvania
|
US$38.9萬
|
+US$36.9萬
|
+1,861
|
新
|
|
|
1994
|
Spirepoint Private Client
Vero Beach,
Florida
|
US$38.9萬
|
–
|
–
|
–
|
|
|
1995
|
TopTier Wealth Management
Muskego,
Wisconsin
|
US$38.9萬
|
+US$990
|
+5
|
+0.3%
|
|
|
1996
|
Gold Investment Management
Edmonton,
Alberta, Canada
|
US$38.8萬
|
–
|
–
|
–
|
|
|
1997
|
Wealthquest
Cincinnati,
Ohio
|
US$38.7萬
|
+US$9.5萬
|
+482
|
+35%
|
|
|
1998
|
Maltin Wealth Management
Ridgewood,
New Jersey
|
US$38.7萬
|
+US$2.04萬
|
+103
|
+6%
|
|
|
1999
|
Provenance Wealth Advisors
Fort Lauderdale,
Florida
|
US$38.7萬
|
+US$27.8萬
|
+1,406
|
+317%
|
|
|
2000
|
BKM Wealth Management
Brookfield,
Wisconsin
|
US$38.6萬
|
–
|
–
|
–
|
|
