|
1976
|
Forum Finance Group
Geneva,
|
US$7.5萬
|
+US$6.83萬
|
+690
|
+276%
|
|
|
1977
|
Atlantic Edge Private Wealth Management
Jacksonville,
Florida
|
US$7.45萬
|
-US$1.39萬
|
-140
|
-16%
|
|
|
1978
|
Arlington Trust
Birmingham,
Alabama
|
US$7.4萬
|
-US$1,881
|
-19
|
-2%
|
|
|
1979
|
Summit Securities Group
New York
|
US$7.34萬
|
-US$18.4萬
|
-1,855
|
-72%
|
|
|
1980
|
True Wealth Design
Akron,
Ohio
|
US$7.2萬
|
-US$3.22萬
|
-325
|
-31%
|
|
|
1981
|
MB, Levis & Associates
Center Valley,
Pennsylvania
|
US$7.2萬
|
–
|
–
|
–
|
|
|
1982
|
Golden State Wealth Management
Santa Ana,
California
|
US$7.13萬
|
+US$2.52萬
|
+255
|
+55%
|
|
|
1983
|
Anchor Investment Management
Columbia,
South Carolina
|
US$7.13萬
|
-US$9.7萬
|
-980
|
-58%
|
|
|
1984
|
First United Bank & Trust
Oakland,
Maryland
|
US$7.1萬
|
+US$3.12萬
|
+315
|
+79%
|
|
|
1985
|
Steigerwald Gordon & Koch
Leesburg,
Virginia
|
US$7.05萬
|
-US$1,980
|
-20
|
-3%
|
|
|
1986
|
Richardson Financial Services
Medway,
Massachusetts
|
US$6.98萬
|
-US$198
|
-2
|
-0.3%
|
|
|
1987
|
Chilton Capital Management
Houston,
Texas
|
US$6.97萬
|
+US$5.12萬
|
+517
|
+279%
|
|
|
1988
|
GHP Investment Advisors
Denver,
Colorado
|
US$6.71萬
|
+US$297
|
+3
|
+0.4%
|
|
|
1989
|
Kelleher Financial Advisors
New York
|
US$6.7萬
|
+US$4.17萬
|
+421
|
+166%
|
|
|
1990
|
Geneos Wealth Management
Englewood,
Colorado
|
US$6.69萬
|
+US$4.9萬
|
+495
|
+277%
|
|
|
1991
|
Vision Financial Markets
Stamford,
Connecticut
|
US$6.61萬
|
+US$3.71萬
|
+375
|
+150%
|
|
|
1992
|
Investment Research & Advisory Group
Atlanta,
Georgia
|
US$6.6萬
|
+US$3.74萬
|
+378
|
+154%
|
|
|
1993
|
Chesapeake Asset Management
New York
|
US$6.6萬
|
+US$6.58萬
|
+665
|
新
|
|
|
1994
|
LRI Investments
Palm Beach Gardens,
Florida
|
US$6.56萬
|
-US$51萬
|
-5,151
|
-89%
|
|
|
1995
|
Salomon & Ludwin
Richmond,
Virginia
|
US$6.39萬
|
-US$1.33萬
|
-134
|
-18%
|
|
|
1996
|
Dixon Mitchell Investment Counsel
Vancouver,
British Columbia, Canada
|
US$6.34萬
|
-US$3.18萬
|
-321
|
-33%
|
|
|
1997
|
Meeder Asset Management
Dublin,
Ohio
|
US$6.33萬
|
+US$1.21萬
|
+122
|
+24%
|
|
|
1998
|
Keating Financial Advisory Services
Manhattan,
Kansas
|
US$6.31萬
|
-US$1.19萬
|
-120
|
-16%
|
|
|
1999
|
Boreal Capital Management
Miami,
Florida
|
US$6.3萬
|
-US$10.1萬
|
-1,025
|
-62%
|
|
|
2000
|
Highland Investment Advisors
Ponte Vedra,
Florida
|
US$6.3萬
|
+US$6.29萬
|
+635
|
新
|
|
