|
1976
|
Ponta Wealth Partners
Winter Park,
Florida
|
$21万
|
+$20万
|
+938
|
新規
|
|
|
1977
|
ARS Wealth Advisors Group
St. Petersburg,
Florida
|
$21万
|
+$20万
|
+937
|
新規
|
|
|
1978
|
Central Valley Advisors
Sacramento,
California
|
$21万
|
+$20万
|
+936
|
新規
|
|
|
1979
|
Tanager Wealth Management
Goring On Thames,
United Kingdom
|
$20.9万
|
+$19.9万
|
+933
|
新規
|
|
|
1980
|
Waddell & Associates
Memphis,
Tennessee
|
$20.9万
|
+$19.9万
|
+933
|
新規
|
|
|
1981
|
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
|
$20.9万
|
+$19.9万
|
+933
|
新規
|
|
|
1982
|
Shufro Rose & Co
New York
|
$20.8万
|
+$19.9万
|
+931
|
新規
|
|
|
1983
|
Cardiff Park Advisors
Carlsbad,
California
|
$20.8万
|
+$19.9万
|
+929
|
新規
|
|
|
1984
|
Signal Tree Financial Partners
Copley,
Ohio
|
$20.8万
|
+$19.8万
|
+927
|
新規
|
|
|
1985
|
Clarendon Private
Boston,
Massachusetts
|
$20.7万
|
-$2.24万
|
-105
|
-10%
|
|
|
1986
|
Independent Wealth Network
Urbandale,
Iowa
|
$20.7万
|
+$19.7万
|
+923
|
新規
|
|
|
1987
|
Whitener Capital Management
Rocky Mount,
North Carolina
|
$20.7万
|
+$19.7万
|
+923
|
新規
|
|
|
1988
|
Sterling Investment Counsel
Buffalo,
New York
|
$20.7万
|
+$19.7万
|
+923
|
新規
|
|
|
1989
|
Papamarkou Wellner Asset Management
New York
|
$20.6万
|
–
|
–
|
–
|
|
|
1990
|
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
$20.6万
|
+$19.6万
|
+918
|
新規
|
|
|
1991
|
Noesis Capital Mangement
Boca Raton,
Florida
|
$20.5万
|
-$10.2万
|
-477
|
-34%
|
|
|
1992
|
Pacific Center for Financial Services
San Ramon,
California
|
$20.5万
|
–
|
–
|
–
|
|
|
1993
|
180 Wealth Advisors
Federal Way,
Washington
|
$20.5万
|
-$8.46万
|
-396
|
-30%
|
|
|
1994
|
Evolution Wealth Management
Fort Myers,
Florida
|
$20.4万
|
-$427
|
-2
|
-0.2%
|
|
|
1995
|
Marino Stram & Associates
Braintree,
Massachusetts
|
$20.4万
|
+$19.5万
|
+912
|
新規
|
|
|
1996
|
Hexagon Capital Partners
Rogers,
Arkansas
|
$20.3万
|
+$19.4万
|
+906
|
新規
|
|
|
1997
|
Grove Bank & Trust
Miami,
Florida
|
$20.2万
|
-$64.9万
|
-3,037
|
-77%
|
|
|
1998
|
Talbot Financial
Bellevue,
Washington
|
$20.2万
|
+$19.2万
|
+900
|
新規
|
|
|
1999
|
Beaton Management Company
Haverhill,
Massachusetts
|
$20.1万
|
+$19.2万
|
+896
|
新規
|
|
|
2000
|
Trilogy Capital
Irvine,
California
|
$20万
|
+$19.1万
|
+895
|
新規
|
|
