|
1976
|
Destination Wealth Management
Walnut Creek,
California
|
US$34萬
|
-US$4.59萬
|
-160
|
-12%
|
|
|
1977
|
Hidden Cove Wealth Management
Bainbridge Island,
Washington
|
US$34萬
|
+US$7,451
|
+26
|
+2%
|
|
|
1978
|
Carter Financial Group
Barrington,
Illinois
|
US$34萬
|
-US$1.09萬
|
-38
|
-3%
|
|
|
1979
|
Wills Financial Group
Richmond,
Virginia
|
US$33.9萬
|
–
|
–
|
–
|
|
|
1980
|
Shade Tree Advisors
Saratoga Springs,
New York
|
US$33.8萬
|
–
|
–
|
–
|
|
|
1981
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
US$33.7萬
|
-US$6,018
|
-21
|
-2%
|
|
|
1982
|
Silvia McColl Wealth Management
San Diego,
California
|
US$33.6萬
|
–
|
–
|
–
|
|
|
1983
|
Novare Capital Management
Charlotte,
North Carolina
|
US$33.6萬
|
-US$4,299
|
-15
|
-1%
|
|
|
1984
|
Symmetry Partners
Glastonbury,
Connecticut
|
US$33.5萬
|
–
|
–
|
–
|
|
|
1985
|
Oak Harvest Investment Services
Houston,
Texas
|
US$33.4萬
|
-US$3.04萬
|
-106
|
-9%
|
|
|
1986
|
Serenus Wealth Advisors
Santa Monica,
California
|
US$33.3萬
|
–
|
–
|
–
|
|
|
1987
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
US$33.2萬
|
-US$573
|
-2
|
-0.2%
|
|
|
1988
|
Noesis Capital Mangement
Boca Raton,
Florida
|
US$33.1萬
|
-US$7,165
|
-25
|
-2%
|
|
|
1989
|
Monetary Solutions
Dayton,
Ohio
|
US$33.1萬
|
+US$7.8萬
|
+272
|
+33%
|
|
|
1990
|
SlateStone Wealth
Jupiter,
Florida
|
US$32.9萬
|
-US$6,591
|
-23
|
-2%
|
|
|
1991
|
ATX Financial Planning
Austin,
Texas
|
US$32.7萬
|
-US$5.45萬
|
-190
|
-15%
|
|
|
1992
|
Strategic Wealth Partners
Independence,
Ohio
|
US$32.7萬
|
+US$2.46萬
|
+86
|
+9%
|
|
|
1993
|
Legacy Trust
Grand Rapids,
Michigan
|
US$32.6萬
|
–
|
–
|
–
|
|
|
1994
|
Southern Capital Advisors
Jackson,
Tennessee
|
US$32.5萬
|
+US$8,311
|
+29
|
+3%
|
|
|
1995
|
BKM Wealth Management
Brookfield,
Wisconsin
|
US$32.5萬
|
+US$6,591
|
+23
|
+2%
|
|
|
1996
|
Marco Investment Management
Atlanta,
Georgia
|
US$32.3萬
|
–
|
–
|
–
|
|
|
1997
|
Port Capital
Chicago,
Illinois
|
US$32.3萬
|
+US$30.5萬
|
+1,065
|
新
|
|
|
1998
|
Gallagher Capital Advisors
Argyle,
Texas
|
US$32.2萬
|
-US$287
|
-1
|
-0.1%
|
|
|
1999
|
Millstone Evans Group
Boulder,
Colorado
|
US$32.2萬
|
-US$16.1萬
|
-562
|
-35%
|
|
|
2000
|
Womack Financial
Dallas,
Texas
|
US$32萬
|
–
|
–
|
–
|
|
