|
1976
|
High Note Wealth
Deephaven,
Minnesota
|
US$1.17萬
|
-US$2,220
|
-7
|
-17%
|
|
|
1977
|
Fourth Dimension Wealth
Middleburg Heights,
Ohio
|
US$1.17萬
|
+US$1,586
|
+5
|
+17%
|
|
|
1978
|
Vanguard National Trust
Malvern,
Pennsylvania
|
US$1.17萬
|
+US$1.11萬
|
+35
|
新
|
|
|
1979
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
US$1.14萬
|
+US$634
|
+2
|
+6%
|
|
|
1980
|
Financial Perspectives
Minneapolis,
Minnesota
|
US$1.07萬
|
+US$1.01萬
|
+32
|
新
|
|
|
1981
|
Elevation Wealth Partners
Santa Rosa,
California
|
US$1萬
|
–
|
–
|
–
|
|
|
1982
|
MPWM Advisory Solutions
Alpharetta,
Georgia
|
US$1萬
|
–
|
–
|
–
|
|
|
1983
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
US$9,710
|
+US$9,197
|
+29
|
新
|
|
|
1984
|
Cordant Inc
Portland,
Oregon
|
US$9,555
|
+US$9,197
|
+29
|
新
|
|
|
1985
|
Planning Strategies
Lancaster,
Pennsylvania
|
US$9,375
|
+US$8,880
|
+28
|
新
|
|
|
1986
|
Sumitomo Mitsui Financial Group
Tokyo,
Japan
|
US$9,375
|
+US$8,880
|
+28
|
新
|
|
|
1987
|
Whipplewood Advisors
Littleton,
Colorado
|
US$9,040
|
-US$8.79萬
|
-277
|
-91%
|
|
|
1988
|
Principia Wealth Advisory
Dallas,
Texas
|
US$9,040
|
+US$634
|
+2
|
+8%
|
|
|
1989
|
Marshall Investment Management
Littleton,
Colorado
|
US$8,706
|
+US$634
|
+2
|
+8%
|
|
|
1990
|
Golden State Equity Partners
South Coast Metro,
California
|
US$8,386
|
-US$142萬
|
-4,471
|
-99%
|
|
|
1991
|
Wiser Advisor Group
Phoenix,
Arizona
|
US$8,374
|
–
|
–
|
–
|
|
|
1992
|
Aspect Partners
Fairfax,
Virginia
|
US$8,372
|
-US$3,806
|
-12
|
-32%
|
|
|
1993
|
WealthCollab
Bellevue,
Washington
|
US$8,036
|
+US$4,757
|
+15
|
+167%
|
|
|
1994
|
IMG Wealth Management
Jacksonville,
Florida
|
US$7,701
|
+US$6,343
|
+20
|
+667%
|
|
|
1995
|
Medallion Wealth Advisors
Farmington,
Connecticut
|
US$7,373
|
+US$2,220
|
+7
|
+47%
|
|
|
1996
|
HFM Investment Advisors
Glassboro,
New Jersey
|
US$7,367
|
+US$3,172
|
+10
|
+83%
|
|
|
1997
|
Lodestone Wealth Management
Spokane,
Washington
|
US$7,366
|
–
|
–
|
–
|
|
|
1998
|
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
US$7,366
|
+US$6,977
|
+22
|
新
|
|
|
1999
|
Gordian Capital (Singapore)
Singapore
|
US$7,366
|
+US$6,977
|
+22
|
新
|
|
|
2000
|
Westend Capital Management
Sausalito,
California
|
US$7,366
|
+US$6,977
|
+22
|
新
|
|
