|
1976
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
US$2.71萬
|
–
|
–
|
–
|
|
|
1977
|
Entrust Financial
Wayne,
Pennsylvania
|
US$2.7萬
|
–
|
–
|
–
|
|
|
1978
|
Piscataqua Savings Bank
Portsmouth,
New Hampshire
|
US$2.69萬
|
–
|
–
|
–
|
|
|
1979
|
XY Capital
Central,
Hong Kong
|
US$2.68萬
|
+US$2.59萬
|
+249
|
新
|
|
|
1980
|
Kennebec Savings Bank
Augusta,
Maine
|
US$2.64萬
|
–
|
–
|
–
|
|
|
1981
|
Aventus Investment Advisors
Naples,
Florida
|
US$2.56萬
|
–
|
–
|
–
|
|
|
1982
|
Hilltop National Bank
Casper,
Wyoming
|
US$2.53萬
|
–
|
–
|
–
|
|
|
1983
|
Centerpoint Advisors
Needham,
Massachusetts
|
US$2.5萬
|
–
|
–
|
–
|
|
|
1984
|
E Fund Management (HK)
Central,
Hong Kong
|
US$2.47萬
|
+US$1.53萬
|
+147
|
+177%
|
|
|
1985
|
PlanVest Financial
Gaithersburg,
Maryland
|
US$2.45萬
|
–
|
–
|
–
|
|
|
1986
|
Alpine Bank Wealth Management
Grand Junction,
Colorado
|
US$2.42萬
|
+US$2.34萬
|
+225
|
新
|
|
|
1987
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
US$2.41萬
|
-US$624
|
-6
|
-3%
|
|
|
1988
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
US$2.33萬
|
–
|
–
|
–
|
|
|
1989
|
Consultiva Wealth Management
San Juan,
Puerto Rico
|
US$2.31萬
|
–
|
–
|
–
|
|
|
1990
|
Elevation Wealth Partners
Santa Rosa,
California
|
US$2.29萬
|
+US$6,965
|
+67
|
+46%
|
|
|
1991
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
US$2.28萬
|
-US$7,589
|
-73
|
-26%
|
|
|
1992
|
Bayban
Bayport,
Minnesota
|
US$2.25萬
|
–
|
–
|
–
|
|
|
1993
|
Cassaday & Co Wealth Management
Mclean,
Virginia
|
US$2.2萬
|
-US$1,040
|
-10
|
-5%
|
|
|
1994
|
Activest Wealth Management
Aventure,
Florida
|
US$2.19萬
|
-US$6.53萬
|
-628
|
-75%
|
|
|
1995
|
Byrne Asset Management
Kingston,
New Jersey
|
US$2.15萬
|
-US$5,198
|
-50
|
-20%
|
|
|
1996
|
Security National Bank
Omaha,
Nebraska
|
US$2.15萬
|
–
|
–
|
–
|
|
|
1997
|
Orion Capital Management
Coronado,
California
|
US$2.15萬
|
+US$2.08萬
|
+200
|
新
|
|
|
1998
|
Dunhill Financial
London,
United Kingdom
|
US$2.15萬
|
+US$3,950
|
+38
|
+24%
|
|
|
1999
|
LifeSteps Financial
Claremont,
California
|
US$2.11萬
|
+US$2.04萬
|
+196
|
新
|
|
|
2000
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
US$2.06萬
|
+US$1.56萬
|
+150
|
+357%
|
|
