|
1976
|
Cooper Financial Group
Irvine,
California
|
US$28.1萬
|
-US$8,186
|
-40
|
-3%
|
|
|
1977
|
Fogel Capital Management
Stuart,
Florida
|
US$28.1萬
|
–
|
–
|
–
|
|
|
1978
|
Cascade Investment Advisors
Oregon City,
Oregon
|
US$28萬
|
–
|
–
|
–
|
|
|
1979
|
Archvest Wealth Advisors
Concord,
California
|
US$27.9萬
|
-US$1,637
|
-8
|
-0.6%
|
|
|
1980
|
Equity Wealth Partners
Independence,
Missouri
|
US$27.9萬
|
+US$26.8萬
|
+1,311
|
新
|
|
|
1981
|
Vanguard Advisers Inc
Malvern,
Pennsylvania
|
US$27.9萬
|
+US$5.12萬
|
+250
|
+24%
|
|
|
1982
|
Sargent Investment Group
Bethesda,
Maryland
|
US$27.9萬
|
+US$4.89萬
|
+239
|
+22%
|
|
|
1983
|
Stack Financial Management
Whitefish,
Montana
|
US$27.9萬
|
+US$26.8萬
|
+1,309
|
新
|
|
|
1984
|
Bricktown Capital
Detroit,
Michigan
|
US$27.8萬
|
–
|
–
|
–
|
|
|
1985
|
Valley Wealth Managers
Paramus,
New Jersey
|
US$27.7萬
|
-US$1518萬
|
-74,158
|
-98%
|
|
|
1986
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
US$27.7萬
|
–
|
–
|
–
|
|
|
1987
|
SYM Financial Corp
Winona Lake,
Indiana
|
US$27.6萬
|
+US$9,414
|
+46
|
+4%
|
|
|
1988
|
Sylvest Advisors
Dallas,
Texas
|
US$27.6萬
|
+US$5.01萬
|
+245
|
+23%
|
|
|
1989
|
Tortoise Investment Management
White Plains,
New York
|
US$27.5萬
|
+US$3.15萬
|
+154
|
+14%
|
|
|
1990
|
Princeton Global Asset Management
Princeton,
New Jersey
|
US$27.5萬
|
+US$10.9萬
|
+531
|
+70%
|
|
|
1991
|
Andina Capital Management
Lehi,
Utah
|
US$27.5萬
|
+US$26.4萬
|
+1,292
|
新
|
|
|
1992
|
Kastel Capital Advisors
Wellesley,
Massachusetts
|
US$27.5萬
|
+US$9,209
|
+45
|
+3%
|
|
|
1993
|
Three Arch Wealth Management
Irvine,
California
|
US$27.4萬
|
–
|
–
|
–
|
|
|
1994
|
Borer Denton & Associates
Blue Bell,
Pennsylvania
|
US$27.4萬
|
+US$26.4萬
|
+1,290
|
新
|
|
|
1995
|
HBW Advisory Services
Simi Valley,
California
|
US$27.4萬
|
-US$55.5萬
|
-2,710
|
-68%
|
|
|
1996
|
Ascent Group
Virginia Beach,
Virginia
|
US$27.3萬
|
–
|
–
|
–
|
|
|
1997
|
Vines Capital Management
Monroe,
Louisiana
|
US$27.1萬
|
–
|
–
|
–
|
|
|
1998
|
Vertrix Wealth Management
Troy,
Michigan
|
US$27.1萬
|
+US$26.1萬
|
+1,273
|
新
|
|
|
1999
|
Compass Financial Services
West Des Moines,
Iowa
|
US$27萬
|
+US$614
|
+3
|
+0.2%
|
|
|
2000
|
Act Wealth Management
Plano,
Texas
|
US$27萬
|
-US$1.96萬
|
-96
|
-7%
|
|
