|
1976
|
Millstone Evans Group
Boulder,
Colorado
|
US$23.4萬
|
+US$2,224
|
+10
|
+1%
|
|
|
1977
|
Whalerock Point Partners
Providence,
Rhode Island
|
US$23.4萬
|
–
|
–
|
–
|
|
|
1978
|
Insight Advisors
Newtown,
Pennsylvania
|
US$23.3萬
|
-US$1.25萬
|
-56
|
-5%
|
|
|
1979
|
Silvant Capital Management
Atlanta,
Georgia
|
US$23.3萬
|
–
|
–
|
–
|
|
|
1980
|
Tucker Asset Management
Littleton,
Colorado
|
US$23.2萬
|
-US$2.25萬
|
-101
|
-9%
|
|
|
1981
|
Patten & Patten
Chattanooga,
Tennessee
|
US$23.1萬
|
-US$4,671
|
-21
|
-2%
|
|
|
1982
|
Wealth Alliance
Mellville,
New York
|
US$23.1萬
|
-US$222
|
-1
|
-0.1%
|
|
|
1983
|
Financial Guidance Group
Palm Harbor,
Florida
|
US$23萬
|
–
|
–
|
–
|
|
|
1984
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
US$23萬
|
-US$445
|
-2
|
-0.2%
|
|
|
1985
|
Insight Wealth Strategies
San Ramon,
California
|
US$22.9萬
|
-US$280萬
|
-12,578
|
-92%
|
|
|
1986
|
Inscription Capital
Houston,
Texas
|
US$22.9萬
|
-US$1.33萬
|
-60
|
-6%
|
|
|
1987
|
Charter Research & Investment Group
Southport,
Connecticut
|
US$22.8萬
|
–
|
–
|
–
|
|
|
1988
|
Congress Park Capital
Saratoga Springs,
New York
|
US$22.8萬
|
+US$22.8萬
|
+1,025
|
新
|
|
|
1989
|
Medallion Wealth Advisors
Farmington,
Connecticut
|
US$22.8萬
|
-US$1.33萬
|
-60
|
-6%
|
|
|
1990
|
Warren Street Wealth Advisors
Newport Beach,
California
|
US$22.8萬
|
-US$7,784
|
-35
|
-3%
|
|
|
1991
|
Voleon Capital Management
Berkeley,
California
|
US$22.6萬
|
+US$22.6萬
|
+1,016
|
新
|
|
|
1992
|
Maridea Wealth Management
Brooklyn,
New York
|
US$22.6萬
|
+US$22.6萬
|
+1,015
|
新
|
|
|
1993
|
Schear Investment Advisers
Cincinnati,
Ohio
|
US$22.6萬
|
+US$2.36萬
|
+106
|
+12%
|
|
|
1994
|
German American Bancorp
Jasper,
Indiana
|
US$22.6萬
|
–
|
–
|
–
|
|
|
1995
|
Cromwell Holdings
Jackson,
Wyoming
|
US$22.5萬
|
–
|
–
|
–
|
|
|
1996
|
Rayburn West Financial Services
Nashville,
Tennessee
|
US$22.5萬
|
–
|
–
|
–
|
|
|
1997
|
Rodgers Brothers
Harmony,
Pennsylvania
|
US$22.5萬
|
–
|
–
|
–
|
|
|
1998
|
McCarter Private Wealth Services
Boston,
Massachusetts
|
US$22.4萬
|
-US$15萬
|
-673
|
-40%
|
|
|
1999
|
OneFund LLC
Saint Petersburg,
Florida
|
US$22.4萬
|
-US$2,669
|
-12
|
-1%
|
|
|
2000
|
GTS Securities
Miami,
Florida
|
US$22.4萬
|
-US$12.8萬
|
-574
|
-36%
|
|
