|
1976
|
SilverOak Wealth Management
Edina,
Minnesota
|
$201万
|
-$10.2万
|
-249
|
-7%
|
|
|
1977
|
LRI Investments
Palm Beach Gardens,
Florida
|
$201万
|
+$37.6万
|
+917
|
+4%
|
|
|
1978
|
Darden Wealth Group
Ann Arbor,
Michigan
|
$201万
|
+$15万
|
+365
|
+12%
|
|
|
1979
|
Stableford Capital II
Scottsdale,
Arizona
|
$201万
|
-$164万
|
-3,992
|
-54%
|
|
|
1980
|
Traveka Wealth
Los Altos,
California
|
$200万
|
+$2.01万
|
+49
|
+1%
|
|
|
1981
|
Paragon Financial Partners
Woodland Hills,
California
|
$200万
|
–
|
–
|
–
|
|
|
1982
|
Outfitter Financial
Brunswick,
Maine
|
$200万
|
–
|
–
|
–
|
|
|
1983
|
Trillium Asset Management
Boston,
Massachusetts
|
$200万
|
-$13.5万
|
-329
|
-9%
|
|
|
1984
|
Second Line Capital
Metairie,
Louisiana
|
$200万
|
-$2.01万
|
-49
|
-1%
|
|
|
1985
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
$200万
|
+$30.6万
|
+747
|
+28%
|
|
|
1986
|
Sunflower Bank
Dallas,
Texas
|
$199万
|
+$10.3万
|
+251
|
+8%
|
|
|
1987
|
Wilian Securities
Vadnais Heights,
Minnesota
|
$199万
|
+$46.1万
|
+1,125
|
+49%
|
|
|
1988
|
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
$199万
|
+$33.6万
|
+820
|
+32%
|
|
|
1989
|
LJI Wealth Management
Indianapolis,
Indiana
|
$198万
|
-$8,200
|
-20
|
-0.6%
|
|
|
1990
|
Strive Financial Group
Carmel,
Indiana
|
$198万
|
-$5,740
|
-14
|
-0.4%
|
|
|
1991
|
Chicago Trust
Grayslake,
Illinois
|
$198万
|
-$820
|
-2
|
-0.1%
|
|
|
1992
|
North Dallas Bank & Trust
Dallas,
Texas
|
$198万
|
+$47.5万
|
+1,159
|
+51%
|
|
|
1993
|
Contravisory Investment Management
Norwell,
Massachusetts
|
$198万
|
-$80.5万
|
-1,964
|
-37%
|
|
|
1994
|
Mirabaud Asset Management
London,
United Kingdom
|
$198万
|
+$150万
|
+3,668
|
新規
|
|
|
1995
|
Alamar Capital Management
Santa Barbara,
California
|
$198万
|
–
|
–
|
–
|
|
|
1996
|
Shum Financial Group
Alameda,
California
|
$198万
|
+$4.67万
|
+114
|
+3%
|
|
|
1997
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$197万
|
-$13万
|
-318
|
-9%
|
|
|
1998
|
Connecticut Capital Management Group
Milford,
Connecticut
|
$196万
|
-$2.5万
|
-61
|
-2%
|
|
|
1999
|
Evolution Wealth Advisors
Aventura,
Florida
|
$196万
|
+$16.2万
|
+395
|
+13%
|
|
|
2000
|
GoalFusion Wealth Management
Austin,
Texas
|
$196万
|
-$32.8万
|
-800
|
-19%
|
|
