|
1976
|
Trademark Financial Management
Bloomington,
Minnesota
|
US$59.9萬
|
-US$4.66萬
|
-554
|
-7%
|
|
|
1977
|
Main Street Group
Glen Allen,
Virginia
|
US$59.8萬
|
–
|
–
|
–
|
|
|
1978
|
Truvestments Capital
Sarasota,
Florida
|
US$59.5萬
|
+US$30.4萬
|
+3,610
|
新
|
|
|
1979
|
Red Door Wealth Management
Memphis,
Tennessee
|
US$59.5萬
|
+US$168
|
+2
|
+0%
|
|
|
1980
|
Beacon Wealthcare LLC
Raleigh,
North Carolina
|
US$59.4萬
|
–
|
–
|
–
|
|
|
1981
|
Legacy Private Trust
Neenah,
Wisconsin
|
US$59.4萬
|
-US$8,414
|
-100
|
-1%
|
|
|
1982
|
Ballast Rock Private Wealth
Charleston,
South Carolina
|
US$59.2萬
|
+US$168
|
+2
|
+0%
|
|
|
1983
|
Astoria Portfolio Advisors
New York
|
US$59.2萬
|
+US$57.9萬
|
+6,876
|
新
|
|
|
1984
|
Portland Global Advisors
Portland,
Maine
|
US$59萬
|
–
|
–
|
–
|
|
|
1985
|
Bailard
Foster City,
California
|
US$58.8萬
|
+US$421
|
+5
|
+0.1%
|
|
|
1986
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
US$58.8萬
|
+US$30.6萬
|
+3,635
|
+114%
|
|
|
1987
|
Tranquility Partners
Brentwood,
Tennessee
|
US$58.7萬
|
+US$17.6萬
|
+2,093
|
+44%
|
|
|
1988
|
INVST
Indianapolis,
Indiana
|
US$58.6萬
|
+US$5.44萬
|
+647
|
+11%
|
|
|
1989
|
LexAurum Advisors
Overland Park,
Kansas
|
US$58.5萬
|
-US$11.2萬
|
-1,335
|
-16%
|
|
|
1990
|
Alpha Zero
Boca Raton,
Florida
|
US$58.4萬
|
+US$56.8萬
|
+6,749
|
新
|
|
|
1991
|
BSW Wealth Partners
Boulder,
Colorado
|
US$58.3萬
|
+US$337
|
+4
|
+0.1%
|
|
|
1992
|
North Forty Two & Co
Lake Oswego,
Oregon
|
US$58.3萬
|
+US$252
|
+3
|
+0%
|
|
|
1993
|
Fidelity D&D Bancorp
Dunmore,
Pennsylvania
|
US$58.1萬
|
–
|
–
|
–
|
|
|
1994
|
Widmann Financial Services
Bowie,
Maryland
|
US$58萬
|
–
|
–
|
–
|
|
|
1995
|
Pachira Investments
Dana Point,
California
|
US$58萬
|
-US$2.19萬
|
-260
|
-4%
|
|
|
1996
|
MBE Wealth Management
Tomah,
Wisconsin
|
US$57.9萬
|
-US$2,777
|
-33
|
-0.5%
|
|
|
1997
|
TriaGen Wealth Management
Calabasas,
California
|
US$57.7萬
|
–
|
–
|
–
|
|
|
1998
|
Spirepoint Private Client
Vero Beach,
Florida
|
US$57.6萬
|
+US$3.95萬
|
+470
|
+8%
|
|
|
1999
|
CMG Global Holdings
Plano,
Texas
|
US$57.6萬
|
+US$56.3萬
|
+6,690
|
新
|
|
|
2000
|
First Nebraska Trust
Lincoln,
Nebraska
|
US$57.4萬
|
+US$1.31萬
|
+156
|
+2%
|
|
