|
1976
|
Foster Group
West Des Moines,
Iowa
|
US$49.1萬
|
+US$3.52萬
|
+134
|
+8%
|
|
|
1977
|
55 North Private Wealth
Winter Park,
Florida
|
US$49萬
|
+US$10萬
|
+382
|
+27%
|
|
|
1978
|
Arvest Investments
Lowell,
Arkansas
|
US$49萬
|
+US$263
|
+1
|
+0.1%
|
|
|
1979
|
Castle Rock Wealth Management
Walnut Creek,
California
|
US$48.9萬
|
-US$2,101
|
-8
|
-0.5%
|
|
|
1980
|
Intelligent Financial Strategies
Excelsior,
Minnesota
|
US$48.9萬
|
–
|
–
|
–
|
|
|
1981
|
Granville Capital
Greensboro,
North Carolina
|
US$48.9萬
|
-US$1.13萬
|
-43
|
-2%
|
|
|
1982
|
Successful Portfolios
Clearwater,
Florida
|
US$48.8萬
|
-US$1.42萬
|
-54
|
-3%
|
|
|
1983
|
Mason & Associates (California)
Los Angeles,
California
|
US$48.7萬
|
–
|
–
|
–
|
|
|
1984
|
Symphony Financial
Houston,
Texas
|
US$48.6萬
|
+US$3.65萬
|
+139
|
+8%
|
|
|
1985
|
Trust Company of Kansas
Wichita,
Kansas
|
US$48.6萬
|
+US$6.56萬
|
+250
|
+16%
|
|
|
1986
|
Independent Solutions Wealth Management
Williamsville,
New York
|
US$48.6萬
|
-US$4,989
|
-19
|
-1%
|
|
|
1987
|
Income Insurance Ltd
Singapore,
|
US$48.5萬
|
–
|
–
|
–
|
|
|
1988
|
Key Financial Inc
West Chester,
Pennsylvania
|
US$48.5萬
|
-US$9,978
|
-38
|
-2%
|
|
|
1989
|
Tradewinds Capital Management
Bellingham,
Washington
|
US$48.4萬
|
-US$1.97萬
|
-75
|
-4%
|
|
|
1990
|
Groupe la Francaise
Paris,
France
|
US$48.3萬
|
+US$1.18萬
|
+45
|
+3%
|
|
|
1991
|
Steelhead Wealth Management
Glen Allen,
Virginia
|
US$48.1萬
|
-US$2.18萬
|
-83
|
-4%
|
|
|
1992
|
Talon Private Wealth
The Villages,
Florida
|
US$48.1萬
|
+US$1.73萬
|
+66
|
+4%
|
|
|
1993
|
River Street Advisors
Aurora,
Illinois
|
US$47.9萬
|
–
|
–
|
–
|
|
|
1994
|
Titleist Asset Management
San Antonio,
Texas
|
US$47.6萬
|
-US$71.7萬
|
-2,729
|
-61%
|
|
|
1995
|
VELA Investment Management
New Albany,
Ohio
|
US$47.5萬
|
-US$3,414
|
-13
|
-0.7%
|
|
|
1996
|
Members Trust
Tampa,
Florida
|
US$47.5萬
|
+US$4.57萬
|
+174
|
+11%
|
|
|
1997
|
Impact Partnership Wealth
Marietta,
Georgia
|
US$47.5萬
|
+US$5.49萬
|
+209
|
+14%
|
|
|
1998
|
Aristotle Capital Management
Los Angeles,
California
|
US$47.5萬
|
–
|
–
|
–
|
|
|
1999
|
M. Kraus & Co
Shelburne,
Vermont
|
US$47.4萬
|
–
|
–
|
–
|
|
|
2000
|
denkapparat Operations
Berlin,
Germany
|
US$47.4萬
|
–
|
–
|
–
|
|
