|
1976
|
University of Texas/Texas AM Investment Management Co (UTIMCO)
Austin,
Texas
|
US$2.23萬
|
-US$9,468
|
-55
|
-29%
|
|
|
1977
|
Axxion S.A.
Grevenmacher,
Luxembourg
|
US$2.23萬
|
+US$2.27萬
|
+132
|
新
|
|
|
1978
|
Heritage Wealth Advisors
Richmond,
Virginia
|
US$2.21萬
|
–
|
–
|
–
|
|
|
1979
|
Arlington Trust
Birmingham,
Alabama
|
US$2.18萬
|
+US$8,091
|
+47
|
+57%
|
|
|
1980
|
S&T Bank
Indiana,
Pennsylvania
|
US$2.16萬
|
+US$172
|
+1
|
+0.8%
|
|
|
1981
|
Downshift Financial
Boulder,
Colorado
|
US$2.15萬
|
+US$2.19萬
|
+127
|
新
|
|
|
1982
|
Security National Bank of So Dak
Sioux City,
Iowa
|
US$2.1萬
|
+US$2.13萬
|
+124
|
新
|
|
|
1983
|
3 Factor Indexing
Sacramento,
California
|
US$2.08萬
|
–
|
–
|
–
|
|
|
1984
|
Millstone Evans Group
Boulder,
Colorado
|
US$2.05萬
|
-US$6.2萬
|
-360
|
-75%
|
|
|
1985
|
Olistico Wealth
Tulsa,
Oklahoma
|
US$2.01萬
|
–
|
–
|
–
|
|
|
1986
|
McGuire Capital Advisors
Bethany,
Oklahoma
|
US$1.99萬
|
-US$25.5萬
|
-1,479
|
-93%
|
|
|
1987
|
Bank of the Bluegrass & Trust
Lexington,
Kentucky
|
US$1.99萬
|
+US$1.34萬
|
+78
|
新
|
|
|
1988
|
Manning & Napier Advisors
Fairport,
New York
|
US$1.98萬
|
+US$1.96萬
|
+114
|
新
|
|
|
1989
|
Arvest Investments
Lowell,
Arkansas
|
US$1.98萬
|
+US$2.01萬
|
+117
|
新
|
|
|
1990
|
Richardson Capital Management
Menomonee Falls,
Wisconsin
|
US$1.94萬
|
–
|
–
|
–
|
|
|
1991
|
Highline Wealth Partners
Sherman Oaks,
California
|
US$1.93萬
|
+US$7,574
|
+44
|
+63%
|
|
|
1992
|
Midwest Capital Advisors
Grand Rapids,
Michigan
|
US$1.93萬
|
–
|
–
|
–
|
|
|
1993
|
Bare Financial Services
Gap,
Pennsylvania
|
US$1.91萬
|
+US$7,574
|
+44
|
+64%
|
|
|
1994
|
LGT Financial Advisors
Dallas,
Texas
|
US$1.9萬
|
–
|
–
|
–
|
|
|
1995
|
Marshall Investment Management
Littleton,
Colorado
|
US$1.89萬
|
+US$1.93萬
|
+112
|
新
|
|
|
1996
|
First Community Trust
Dubuque,
Iowa
|
US$1.88萬
|
–
|
–
|
–
|
|
|
1997
|
Roxbury Financial
Mount Arlington,
New Jersey
|
US$1.86萬
|
+US$172
|
+1
|
+0.9%
|
|
|
1998
|
First Pacific Financial
Vancouver,
Washington
|
US$1.86萬
|
-US$3,098
|
-18
|
-14%
|
|
|
1999
|
Aberdeen Wealth Management
Lake Bluff,
Illinois
|
US$1.83萬
|
+US$1.86萬
|
+108
|
新
|
|
|
2000
|
Raffa Wealth Management
Washington,
District of Columbia
|
US$1.78萬
|
+US$1,205
|
+7
|
+7%
|
|
