|
1976
|
Blue Rock Wealth Management
Winston-Salem,
North Carolina
|
US$40.8萬
|
-US$41.1萬
|
-5,117
|
-51%
|
|
|
1977
|
WoodTrust Financial
Wisconsin Rapids,
Wisconsin
|
US$40.8萬
|
+US$3,295
|
+41
|
+0.8%
|
|
|
1978
|
Jacksonville Wealth Management
Jacksonville,
Florida
|
US$40.7萬
|
–
|
–
|
–
|
|
|
1979
|
Steel Grove Capital Advisors
Memphis,
Tennessee
|
US$40.7萬
|
–
|
–
|
–
|
|
|
1980
|
Mainsail Asset Management
Birmingham,
Alabama
|
US$40.7萬
|
+US$37.4萬
|
+4,649
|
新
|
|
|
1981
|
First Financial Corp
Terre Haute,
Indiana
|
US$40.6萬
|
–
|
–
|
–
|
|
|
1982
|
FLC Capital Advisors
Palm Desert,
California
|
US$40.5萬
|
-US$7.4萬
|
-921
|
-16%
|
|
|
1983
|
MMA Asset Management
Conshohocken,
Pennsylvania
|
US$40.5萬
|
-US$1,848
|
-23
|
-0.5%
|
|
|
1984
|
Klingenstein Fields & Co
New York
|
US$40.5萬
|
-US$804
|
-10
|
-0.2%
|
|
|
1985
|
Byrne Financial Freedom
Franklin,
Massachusetts
|
US$40.5萬
|
-US$3,536
|
-44
|
-0.9%
|
|
|
1986
|
Nixon Peabody Trust
Boston,
Massachusetts
|
US$40.4萬
|
+US$5.56萬
|
+692
|
+16%
|
|
|
1987
|
Caisse Des Depots Et Consignations
Paris,
France
|
US$40.4萬
|
-US$753萬
|
-93,679
|
-95%
|
|
|
1988
|
Flatrock Wealth Partners
Newport Beach,
California
|
US$40.4萬
|
+US$39.3萬
|
+4,891
|
新
|
|
|
1989
|
Lynch Investment Planning
Newtown Square,
Pennsylvania
|
US$40.3萬
|
+US$3.21萬
|
+400
|
+9%
|
|
|
1990
|
Novem Group
Rochester,
New York
|
US$40.2萬
|
+US$4,741
|
+59
|
+1%
|
|
|
1991
|
Aegis Wealth Management (Maryland)
Bethesda,
Maryland
|
US$40.2萬
|
+US$39.1萬
|
+4,864
|
新
|
|
|
1992
|
Laurion Capital Management
New York
|
US$40萬
|
+US$38.9萬
|
+4,841
|
新
|
|
|
1993
|
Willner & Heller
Encino,
California
|
US$40萬
|
-US$2.37萬
|
-295
|
-6%
|
|
|
1994
|
Buckhead Capital Management
Atlanta,
Georgia
|
US$39.9萬
|
–
|
–
|
–
|
|
|
1995
|
Maia Wealth
Denver,
Colorado
|
US$39.9萬
|
-US$8.36萬
|
-1,040
|
-18%
|
|
|
1996
|
Old Mission Investment Co
Traverse City,
Michigan
|
US$39.8萬
|
+US$8,197
|
+102
|
+2%
|
|
|
1997
|
Omnia Family Wealth
Aventura,
Florida
|
US$39.7萬
|
+US$11.5萬
|
+1,435
|
+43%
|
|
|
1998
|
Cypress Capital Group
Palm Beach,
Florida
|
US$39.6萬
|
–
|
–
|
–
|
|
|
1999
|
Avion Wealth
The Woodlands,
Texas
|
US$39.6萬
|
+US$1.01萬
|
+126
|
+3%
|
|
|
2000
|
Hunter Associates Investment Management
Pittsburgh,
Pennsylvania
|
US$39.6萬
|
+US$38.6萬
|
+4,802
|
新
|
|
