|
1976
|
Investment Partners Asset Management
Metuchen,
New Jersey
|
US$86.2萬
|
+US$8,337
|
+46
|
+0.8%
|
|
|
1977
|
Richmond Brothers
Jackson,
Michigan
|
US$86.2萬
|
+US$107萬
|
+5,880
|
新
|
|
|
1978
|
American National Bank & Trust
Wichita Falls,
Texas
|
US$86.1萬
|
+US$3,443
|
+19
|
+0.3%
|
|
|
1979
|
CVFG LLC
Shelbyville,
Indiana
|
US$86萬
|
+US$16.2萬
|
+892
|
+18%
|
|
|
1980
|
Unique Wealth Strategies
Burr Ridge,
Illinois
|
US$85.8萬
|
-US$12.3萬
|
-680
|
-10%
|
|
|
1981
|
GWN Securities
Palm Beach Gardens,
Florida
|
US$85.6萬
|
+US$76.2萬
|
+4,203
|
+257%
|
|
|
1982
|
Richwood Investment Advisors
Cincinnati,
Ohio
|
US$85.1萬
|
–
|
–
|
–
|
|
|
1983
|
Professional Advisory Services
Vero Beach,
Florida
|
US$85.1萬
|
–
|
–
|
–
|
|
|
1984
|
PGIM Custom Harvest
Newark,
New Jersey
|
US$85萬
|
+US$2.01萬
|
+111
|
+2%
|
|
|
1985
|
Beta Wealth Group
San Diego,
California
|
US$85萬
|
+US$7.27萬
|
+401
|
+7%
|
|
|
1986
|
Duncker Streett & Co
St. Louis,
Missouri
|
US$85萬
|
-US$3.53萬
|
-195
|
-3%
|
|
|
1987
|
Folger Nolan Fleming Douglas Capital Management
Washington,
District of Columbia
|
US$84.9萬
|
-US$2.16萬
|
-119
|
-2%
|
|
|
1988
|
Sovereign Financial Group
Stamford,
Connecticut
|
US$84.9萬
|
+US$14.4萬
|
+797
|
+16%
|
|
|
1989
|
Regatta Capital Group
El Segundo,
California
|
US$84.8萬
|
-US$4,893
|
-27
|
-0.5%
|
|
|
1990
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
US$84.8萬
|
+US$23.3萬
|
+1,283
|
+28%
|
|
|
1991
|
Barton Investment Management
West Conshohocken,
Pennsylvania
|
US$84.8萬
|
–
|
–
|
–
|
|
|
1992
|
Round Rock Advisors
Wilton,
Connecticut
|
US$84.7萬
|
–
|
–
|
–
|
|
|
1993
|
Greatmark Investment Partners
Columbus,
Georgia
|
US$84.6萬
|
–
|
–
|
–
|
|
|
1994
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
US$84.4萬
|
+US$2,718
|
+15
|
+0.3%
|
|
|
1995
|
Sanders Morris Harris
Houston,
Texas
|
US$84.3萬
|
-US$433萬
|
-23,910
|
-81%
|
|
|
1996
|
Anchor Capital Advisors
Boston,
Massachusetts
|
US$84.3萬
|
-US$3.88萬
|
-214
|
-4%
|
|
|
1997
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
US$84.2萬
|
+US$12.4萬
|
+682
|
+13%
|
|
|
1998
|
West Family Investments
Carlsbad,
California
|
US$84.1萬
|
+US$10.4萬
|
+576
|
+11%
|
|
|
1999
|
Exchange Bank
Santa Rosa,
California
|
US$84萬
|
–
|
–
|
–
|
|
|
2000
|
Trust Company of the South
Greensboro,
North Carolina
|
US$84萬
|
-US$8.68萬
|
-479
|
-8%
|
|
