|
1976
|
IMG Wealth Management
Jacksonville,
Florida
|
US$1.36萬
|
+US$4,917
|
+86
|
+50%
|
|
|
1977
|
Investors Portfolio Services
Puyallup,
Washington
|
US$1.35萬
|
-US$5.21萬
|
-912
|
-78%
|
|
|
1978
|
Virginia Estate & Retirement Planning Advisors
Glen Allen,
Virginia
|
US$1.35萬
|
-US$2.37萬
|
-414
|
-62%
|
|
|
1979
|
Graney & King
Latham,
New York
|
US$1.35萬
|
+US$1.45萬
|
+254
|
新
|
|
|
1980
|
Macquarie Group
Sydney, NSW 2000,
Australia
|
US$1.29萬
|
-US$19.6萬
|
-3,424
|
-93%
|
|
|
1981
|
Financial Gravity Companies
Lakeway,
Texas
|
US$1.29萬
|
+US$1.38萬
|
+242
|
新
|
|
|
1982
|
Nvest Wealth Strategies
Powell,
Ohio
|
US$1.22萬
|
–
|
–
|
–
|
|
|
1983
|
Smallwood Wealth Investment Management
Red Bank,
New Jersey
|
US$1.18萬
|
–
|
–
|
–
|
|
|
1984
|
Chapman Financial Group
Kailua,
Hawaii
|
US$1.17萬
|
–
|
–
|
–
|
|
|
1985
|
Greykasell Wealth Strategies
Danville,
California
|
US$1.17萬
|
-US$2,516
|
-44
|
-17%
|
|
|
1986
|
Silicon Valley Capital Partners
San Jose,
California
|
US$1.15萬
|
–
|
–
|
–
|
|
|
1987
|
Bernard Wealth Management
Royal Oak,
Michigan
|
US$1.12萬
|
-US$4,574
|
-80
|
-27%
|
|
|
1988
|
Hamrick Investment Counsel
Seattle,
Washington
|
US$1.09萬
|
+US$114
|
+2
|
+1%
|
|
|
1989
|
Provenance Wealth Advisors
Fort Lauderdale,
Florida
|
US$1.06萬
|
–
|
–
|
–
|
|
|
1990
|
Newton One Investments
Newark,
Delaware
|
US$1.06萬
|
+US$1.14萬
|
+200
|
新
|
|
|
1991
|
First PREMIER Bank
Sioux Falls,
South Dakota
|
US$1萬
|
-US$3,602
|
-63
|
-25%
|
|
|
1992
|
Versant Capital Management
Phoenix,
Arizona
|
US$9,560
|
-US$10萬
|
-1,744
|
-91%
|
|
|
1993
|
City State Bank
Norwalk,
Iowa
|
US$9,560
|
–
|
–
|
–
|
|
|
1994
|
Planning Strategies
Lancaster,
Pennsylvania
|
US$9,351
|
+US$1.01萬
|
+176
|
新
|
|
|
1995
|
|
US$9,294
|
+US$8,977
|
+157
|
新
|
|
|
1996
|
Wolff Wiese Magana
Carslbad,
California
|
US$9,070
|
-US$172
|
-3
|
-2%
|
|
|
1997
|
Robinswood Financial
Kirkland,
Washington
|
US$9,065
|
+US$4,460
|
+78
|
+85%
|
|
|
1998
|
|
US$8,359
|
+US$57
|
+1
|
+0.6%
|
|
|
1999
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
US$8,179
|
+US$1,944
|
+34
|
+28%
|
|
|
2000
|
Core Alternative Capital
Peachtree Corners,
Georgia
|
US$7,967
|
–
|
–
|
–
|
|
