|
1976
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
US$1547萬
|
+US$645萬
|
+15,947
|
+63%
|
|
|
1977
|
Broadleaf Partners
Hudson,
Ohio
|
US$1545萬
|
-US$728萬
|
-17,985
|
-30%
|
|
|
1978
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
US$1542萬
|
+US$49.7萬
|
+1,228
|
+3%
|
|
|
1979
|
J.P. Marvel Investment Advisors
Boston,
Massachusetts
|
US$1537萬
|
-US$1.34萬
|
-33
|
-0.1%
|
|
|
1980
|
Accredited Investors
Edina,
Minnesota
|
US$1536萬
|
-US$2.02萬
|
-50
|
-0.1%
|
|
|
1981
|
Quantum Private Wealth
Tampa,
Florida
|
US$1536萬
|
-US$59.4萬
|
-1,467
|
-3%
|
|
|
1982
|
Mattern Capital Management
Lakewood,
Colorado
|
US$1533萬
|
-US$10.4萬
|
-258
|
-0.6%
|
|
|
1983
|
BIP Wealth
Atlanta,
Georgia
|
US$1533萬
|
+US$472萬
|
+11,661
|
+40%
|
|
|
1984
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
US$1531萬
|
+US$4.45萬
|
+110
|
+0.3%
|
|
|
1985
|
CFO4Life Group
Coppell,
Texas
|
US$1529萬
|
-US$37.7萬
|
-933
|
-2%
|
|
|
1986
|
Winch Advisory Services
Appleton,
Wisconsin
|
US$1528萬
|
+US$29.2萬
|
+722
|
+2%
|
|
|
1987
|
one8zero8 LLC
Greensboro,
North Carolina
|
US$1528萬
|
+US$7.69萬
|
+190
|
+0.5%
|
|
|
1988
|
Morse Asset Management
Darien,
Connecticut
|
US$1523萬
|
+US$2.83萬
|
+70
|
+0.2%
|
|
|
1989
|
Harbor Island Capital
Topsfield,
Massachusetts
|
US$1523萬
|
+US$93.1萬
|
+2,300
|
+6%
|
|
|
1990
|
River Road Asset Management
Louisville,
Kentucky
|
US$1522萬
|
+US$1371萬
|
+33,873
|
+490%
|
|
|
1991
|
South Street Advisors
New York
|
US$1521萬
|
-US$1272萬
|
-31,442
|
-44%
|
|
|
1992
|
Montecito Bank & Trust
Santa Barbara,
California
|
US$1521萬
|
-US$8.29萬
|
-205
|
-0.5%
|
|
|
1993
|
DLK Investment Management
Solana Beach,
California
|
US$1521萬
|
-US$45.8萬
|
-1,133
|
-3%
|
|
|
1994
|
Easterly Investment Partners
Beverly,
Massachusetts
|
US$1519萬
|
+US$760萬
|
+18,772
|
+86%
|
|
|
1995
|
MSA Advisors
Santa Monica,
California
|
US$1517萬
|
+US$82.7萬
|
+2,045
|
+5%
|
|
|
1996
|
LM Advisors
San Diego,
California
|
US$1515萬
|
+US$115萬
|
+2,851
|
+8%
|
|
|
1997
|
Roberts, Glore & Co
Deerfield,
Illinois
|
US$1512萬
|
+US$5.3萬
|
+131
|
+0.3%
|
|
|
1998
|
Brave Asset Management
Summit,
New Jersey
|
US$1510萬
|
+US$20.6萬
|
+508
|
+1%
|
|
|
1999
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
US$1509萬
|
-US$828萬
|
-20,474
|
-34%
|
|
|
2000
|
Rodgers Brothers
Harmony,
Pennsylvania
|
US$1508萬
|
-US$18.6萬
|
-460
|
-1%
|
|
