|
1976
|
WFA of San Diego
San Diego,
California
|
$28.7万
|
-$4.98万
|
-224
|
-15%
|
|
|
1977
|
Members Wealth
Media,
Pennsylvania
|
$28.7万
|
+$222
|
+1
|
+0.1%
|
|
|
1978
|
Marietta Wealth Management
Marietta,
Georgia
|
$28.7万
|
+$2.42万
|
+109
|
+9%
|
|
|
1979
|
Blankinship & Foster
Solana Beach,
California
|
$28.7万
|
–
|
–
|
–
|
|
|
1980
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$28.6万
|
+$2.22万
|
+100
|
+8%
|
|
|
1981
|
OceanIQ Capital
Palo Alto,
California
|
$28.6万
|
+$27.3万
|
+1,226
|
新規
|
|
|
1982
|
Bank OZK
Little Rock,
Arkansas
|
$28.6万
|
+$29.4万
|
+1,320
|
新規
|
|
|
1983
|
Moody National Bank Trust Division
Galveston,
Texas
|
$28.5万
|
-$2.85万
|
-128
|
-9%
|
|
|
1984
|
Bollard Group
Boston,
Massachusetts
|
$28.4万
|
–
|
–
|
–
|
|
|
1985
|
Lesa Sroufe & Co
Seattle,
Washington
|
$28.4万
|
–
|
–
|
–
|
|
|
1986
|
Schulhoff & Co
Cincinnati,
Ohio
|
$28.4万
|
–
|
–
|
–
|
|
|
1987
|
Pines Wealth Management
Southern Pines,
North Carolina
|
$28.3万
|
+$4.87万
|
+219
|
+20%
|
|
|
1988
|
Barnes Pettey Financial Advisors
Clarksdale,
Mississippi
|
$28.3万
|
–
|
–
|
–
|
|
|
1989
|
Saxon Interests
Houston,
Texas
|
$28.3万
|
+$1,557
|
+7
|
+0.5%
|
|
|
1990
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$28.3万
|
+$29.1万
|
+1,306
|
新規
|
|
|
1991
|
Warwick Investment Management
Bryan,
Texas
|
$28.2万
|
+$1.98万
|
+89
|
+7%
|
|
|
1992
|
Timbuktu Capital Management
Boston,
Massachusetts
|
$28.2万
|
+$29万
|
+1,303
|
新規
|
|
|
1993
|
Conrad Siegel Investment Advisors
Harrisburg,
Pennsylvania
|
$28.2万
|
+$4.78万
|
+215
|
+20%
|
|
|
1994
|
Axxion S.A.
Grevenmacher,
Luxembourg
|
$28.1万
|
+$28.9万
|
+1,300
|
新規
|
|
|
1995
|
Waterfront Wealth
Overland Park,
Kansas
|
$28.1万
|
–
|
–
|
–
|
|
|
1996
|
Purus Wealth Management
Newport Beach,
California
|
$28.1万
|
+$1.11万
|
+50
|
+4%
|
|
|
1997
|
Mainsail Financial Group
Bellevue,
Washington
|
$28.1万
|
-$3.85万
|
-173
|
-12%
|
|
|
1998
|
S&T Bank
Indiana,
Pennsylvania
|
$28.1万
|
+$6,007
|
+27
|
+2%
|
|
|
1999
|
AA Financial Advisors
Columbus,
Ohio
|
$28万
|
-$1.02万
|
-46
|
-3%
|
|
|
2000
|
Physician Wealth Advisors
Midvale,
Utah
|
$28万
|
+$4,672
|
+21
|
+2%
|
|
