|
1976
|
MW Advisory
Atlanta,
Georgia
|
US$178萬
|
+US$168萬
|
+4,223
|
新
|
|
|
1977
|
Leigh Baldwin & Co
Cazenovia,
New York
|
US$176萬
|
-US$22.5萬
|
-566
|
-12%
|
|
|
1978
|
Pines Wealth Management
Southern Pines,
North Carolina
|
US$176萬
|
-US$2.78萬
|
-70
|
-2%
|
|
|
1979
|
Joule Financial
Lexington,
Kentucky
|
US$176萬
|
-US$7,954
|
-20
|
-0.5%
|
|
|
1980
|
Unison Asset Management
North Miami Beach,
Florida
|
US$176萬
|
–
|
–
|
–
|
|
|
1981
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
US$176萬
|
-US$33.5萬
|
-842
|
-17%
|
|
|
1982
|
Cloud Capital Management
Seattle,
Washington
|
US$176萬
|
+US$14.6萬
|
+366
|
+10%
|
|
|
1983
|
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
|
US$176萬
|
+US$6.05萬
|
+152
|
+4%
|
|
|
1984
|
Central Valley Advisors
Sacramento,
California
|
US$176萬
|
-US$1.67萬
|
-42
|
-1%
|
|
|
1985
|
Baring Financial
Bellingham,
Washington
|
US$175萬
|
-US$9.35萬
|
-235
|
-5%
|
|
|
1986
|
Cornell Pochily Investment Advisors
Ithaca,
New York
|
US$175萬
|
–
|
–
|
–
|
|
|
1987
|
Rockbridge Investment Management
Syracuse,
New York
|
US$175萬
|
+US$1.27萬
|
+32
|
+0.8%
|
|
|
1988
|
Beacon Financial Group
Dallas,
Texas
|
US$175萬
|
+US$14.9萬
|
+374
|
+10%
|
|
|
1989
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
US$175萬
|
+US$3.1萬
|
+78
|
+2%
|
|
|
1990
|
Global Trust Wealth Management
West Palm Beach,
Florida
|
US$174萬
|
+US$11.5萬
|
+288
|
+7%
|
|
|
1991
|
North Dallas Bank & Trust
Dallas,
Texas
|
US$174萬
|
+US$4.97萬
|
+125
|
+3%
|
|
|
1992
|
Opal Capital
Boca Raton,
Florida
|
US$174萬
|
+US$29萬
|
+728
|
+21%
|
|
|
1993
|
Howard Capital Management Group
Los Angeles,
California
|
US$174萬
|
-US$1.99萬
|
-50
|
-1%
|
|
|
1994
|
Sara-Bay Financial
Sarasota,
Florida
|
US$174萬
|
+US$164萬
|
+4,129
|
新
|
|
|
1995
|
Hanover Advisors
Seneca,
South Carolina
|
US$174萬
|
+US$7.87萬
|
+198
|
+5%
|
|
|
1996
|
Goldenstone Wealth Management
El Dorado Hills,
California
|
US$174萬
|
+US$10.5萬
|
+264
|
+7%
|
|
|
1997
|
Hoxton Planning & Management
Shepherdstown,
West Virginia
|
US$173萬
|
+US$4.34萬
|
+109
|
+3%
|
|
|
1998
|
Beaton Management Company
Haverhill,
Massachusetts
|
US$173萬
|
–
|
–
|
–
|
|
|
1999
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
US$173萬
|
+US$1.39萬
|
+35
|
+0.9%
|
|
|
2000
|
Generation Capital Management
Pittsford,
New York
|
US$172萬
|
-US$5.21萬
|
-131
|
-3%
|
|
