|
1976
|
Meitav Investment House
Bene-Beraq,
Israel
|
US$54.4萬
|
+US$55.1萬
|
+2,946
|
新
|
|
|
1977
|
Lafayette Investments
Ashton,
Maryland
|
US$54.4萬
|
+US$9,350
|
+50
|
+2%
|
|
|
1978
|
Rossby Financial
Melbourne,
Florida
|
US$53.9萬
|
-US$6.15萬
|
-329
|
-10%
|
|
|
1979
|
Pine Haven Investment Counsel
Fairhaven,
Massachusetts
|
US$53.9萬
|
+US$6,545
|
+35
|
+1%
|
|
|
1980
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
US$53.8萬
|
-US$3.4萬
|
-182
|
-6%
|
|
|
1981
|
One Capital Management
Westlake Village,
California
|
US$53.7萬
|
–
|
–
|
–
|
|
|
1982
|
Milestone Asset Management Group
Avon,
Connecticut
|
US$53.6萬
|
+US$54.2萬
|
+2,900
|
新
|
|
|
1983
|
Affinity Investment Advisors
Newport Beach,
California
|
US$53.5萬
|
-US$3.03萬
|
-162
|
-5%
|
|
|
1984
|
Heritage Wealth Management (California)
San Diego,
California
|
US$53.3萬
|
-US$37.7萬
|
-2,016
|
-41%
|
|
|
1985
|
Bluefin Capital Management
New York
|
US$53.2萬
|
+US$53.9萬
|
+2,880
|
新
|
|
|
1986
|
OneFund LLC
Saint Petersburg,
Florida
|
US$53.2萬
|
-US$1.25萬
|
-67
|
-2%
|
|
|
1987
|
NBH Bank
Greenwood Village,
Colorado
|
US$53.2萬
|
+US$53.8萬
|
+2,877
|
新
|
|
|
1988
|
BridgePort Financial Solutions
Fairfield,
Iowa
|
US$53.1萬
|
-US$76萬
|
-4,062
|
-59%
|
|
|
1989
|
Annex Advisory Services
Brookfield,
Wisconsin
|
US$53萬
|
-US$305萬
|
-16,316
|
-85%
|
|
|
1990
|
Kingstone Capital Partners Texas
Frisco,
Texas
|
US$53萬
|
+US$2,431
|
+13
|
+0.5%
|
|
|
1991
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
US$53萬
|
-US$11.2萬
|
-600
|
-17%
|
|
|
1992
|
Cape Investment Advisory
Mcdonough,
Georgia
|
US$53萬
|
-US$51.1萬
|
-2,732
|
-49%
|
|
|
1993
|
Alerus Financial
Grand Forks,
North Dakota
|
US$52.7萬
|
–
|
–
|
–
|
|
|
1994
|
SlateStone Wealth
Jupiter,
Florida
|
US$52.6萬
|
-US$1.51萬
|
-81
|
-3%
|
|
|
1995
|
Kera Capital Partners
San Jose,
California
|
US$52.6萬
|
-US$20.1萬
|
-1,074
|
-27%
|
|
|
1996
|
Net Worth Advisory Group
Sandy,
Utah
|
US$52.4萬
|
-US$5.35萬
|
-286
|
-9%
|
|
|
1997
|
Holderness Investments Company
Greensboro,
North Carolina
|
US$52.4萬
|
+US$1.12萬
|
+60
|
+2%
|
|
|
1998
|
Advisornet Financial
Minnetonka,
Minnesota
|
US$52.3萬
|
-US$5.14萬
|
-275
|
-9%
|
|
|
1999
|
Focused Alpha LLC
Denver,
Colorado
|
US$52.2萬
|
+US$52.8萬
|
+2,825
|
新
|
|
|
2000
|
Clare Market Investments
Dallas,
Texas
|
US$52萬
|
+US$52.7萬
|
+2,816
|
新
|
|
