|
1976
|
Petros Family Wealth
Bloomington,
Minnesota
|
$54.8万
|
+$4.58万
|
+143
|
+10%
|
|
|
1977
|
Impact Capital Partners
Greenwood Village,
Colorado
|
$54.8万
|
+$7,684
|
+24
|
+2%
|
|
|
1978
|
Cornell Pochily Investment Advisors
Ithaca,
New York
|
$54.7万
|
+$640
|
+2
|
+0.1%
|
|
|
1979
|
HBW Advisory Services
Simi Valley,
California
|
$54.7万
|
+$10.1万
|
+316
|
+24%
|
|
|
1980
|
Canvas Wealth Advisors
Shawnee,
Kansas
|
$54.3万
|
+$15.6万
|
+488
|
+44%
|
|
|
1981
|
CDM Financial Counseling Services
Norwich,
Connecticut
|
$54.2万
|
-$9.6万
|
-300
|
-16%
|
|
|
1982
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$54.2万
|
-$50.9万
|
-1,589
|
-50%
|
|
|
1983
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
$54.2万
|
–
|
–
|
–
|
|
|
1984
|
Zevenbergen Capital Investments
Edmonds,
Washington
|
$54.1万
|
-$3.2万
|
-100
|
-6%
|
|
|
1985
|
Golden Reserve Retirement
Dublin,
Ohio
|
$54万
|
+$16.3万
|
+509
|
+47%
|
|
|
1986
|
Leonteq Securities AG
Zurich,
Switzerland
|
$54万
|
-$159万
|
-4,975
|
-76%
|
|
|
1987
|
Campbell & Co Investment Adviser
Baltimore,
Maryland
|
$53.6万
|
-$629万
|
-19,645
|
-93%
|
|
|
1988
|
Optimize Financial
Laguna Hills,
California
|
$53.3万
|
-$1,601
|
-5
|
-0.3%
|
|
|
1989
|
Parkwoods Wealth Partners
Syracuse,
New York
|
$53.3万
|
+$50.5万
|
+1,577
|
新規
|
|
|
1990
|
Sound Capital Solutions
Naples,
Florida
|
$53.3万
|
+$50.5万
|
+1,577
|
新規
|
|
|
1991
|
CVA Family Office
Denver,
Colorado
|
$53.3万
|
+$4.58万
|
+143
|
+10%
|
|
|
1992
|
Brucke Financial
Indianapolis,
Indiana
|
$53.2万
|
-$6.47万
|
-202
|
-11%
|
|
|
1993
|
KFA Private Wealth Group
Tysons,
Virginia
|
$53.2万
|
-$1,601
|
-5
|
-0.3%
|
|
|
1994
|
Kapstone Financial Advisors
Lebanon,
Ohio
|
$53.2万
|
+$2,561
|
+8
|
+0.5%
|
|
|
1995
|
Planning Alternatives
Birmingham,
Michigan
|
$53.1万
|
+$7.75万
|
+242
|
+18%
|
|
|
1996
|
Walker Asset Management
Verona,
Missouri
|
$53.1万
|
+$1,281
|
+4
|
+0.3%
|
|
|
1997
|
Agate Pass Investment Management
Bainbridge Island,
Washington
|
$53.1万
|
–
|
–
|
–
|
|
|
1998
|
MJP Associates
Farmington,
Connecticut
|
$53.1万
|
+$2.18万
|
+68
|
+5%
|
|
|
1999
|
Fairfield, Bush & Co
Darien,
Connecticut
|
$53万
|
+$4,162
|
+13
|
+0.8%
|
|
|
2000
|
Inscription Capital
Houston,
Texas
|
$53万
|
+$10.1万
|
+314
|
+25%
|
|
