|
1976
|
Stevens Capital Management
Radnor,
Pennsylvania
|
$32.8万
|
+$30.5万
|
+2,342
|
新規
|
|
|
1977
|
Sapient Capital
Indianapolis,
Indiana
|
$32.6万
|
-$51.1万
|
-3,925
|
-63%
|
|
|
1978
|
American Trust
Lexington,
Kentucky
|
$32.6万
|
+$1.04万
|
+80
|
+4%
|
|
|
1979
|
Marietta Investment Partners
Milwaukee,
Wisconsin
|
$32.6万
|
–
|
–
|
–
|
|
|
1980
|
Eurizon SLJ Capital
London,
|
$32.5万
|
–
|
–
|
–
|
|
|
1981
|
FPC Investment Advisory
Petaluma,
California
|
$32.3万
|
–
|
–
|
–
|
|
|
1982
|
Traveka Wealth
Los Altos,
California
|
$32.3万
|
+$2,473
|
+19
|
+0.8%
|
|
|
1983
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$32.3万
|
+$1.13万
|
+87
|
+4%
|
|
|
1984
|
Segment Wealth Management
Houston,
Texas
|
$32.2万
|
-$8,982
|
-69
|
-3%
|
|
|
1985
|
Northeast Investment Management
Boston,
Massachusetts
|
$32.2万
|
+$30万
|
+2,302
|
新規
|
|
|
1986
|
Verdad Advisers
Boston,
Massachusetts
|
$32.2万
|
+$30万
|
+2,301
|
新規
|
|
|
1987
|
Tripletail Wealth Management
Orlando,
Florida
|
$32.2万
|
–
|
–
|
–
|
|
|
1988
|
Quantum Financial Advisors
El Segundo,
California
|
$32.2万
|
+$391
|
+3
|
+0.1%
|
|
|
1989
|
Beacon Investment Advisors
Gaithersburg,
Maryland
|
$32.1万
|
–
|
–
|
–
|
|
|
1990
|
Providence Wealth Advisors
Frankfort,
Illinois
|
$32.1万
|
+$1,302
|
+10
|
+0.4%
|
|
|
1991
|
Carl P. Sherr & Co
Worcester,
Massachusetts
|
$32.1万
|
–
|
–
|
–
|
|
|
1992
|
Lyell Wealth Management
Menlo Park,
California
|
$32.1万
|
+$2.6万
|
+200
|
+10%
|
|
|
1993
|
|
$32.1万
|
+$5,598
|
+43
|
+2%
|
|
|
1994
|
FMB Wealth Management
Westlake Village,
California
|
$32万
|
+$260
|
+2
|
+0.1%
|
|
|
1995
|
Bill Few Associates
Pittsburgh,
Pennsylvania
|
$32万
|
+$651
|
+5
|
+0.2%
|
|
|
1996
|
Integrity Financial
Cheyenne,
Wyoming
|
$32万
|
-$85.9万
|
-6,600
|
-74%
|
|
|
1997
|
Abundance Wealth Counselors
State College,
Pennsylvania
|
$31.9万
|
+$1.58万
|
+121
|
+6%
|
|
|
1998
|
Commonwealth Financial Services
Vienna,
West Virginia
|
$31.9万
|
+$9,243
|
+71
|
+3%
|
|
|
1999
|
Archford Capital Strategies
Swansea,
Illinois
|
$31.7万
|
+$3.11万
|
+239
|
+12%
|
|
|
2000
|
Secure Asset Management
Troy,
Michigan
|
$31.7万
|
-$5.44万
|
-418
|
-16%
|
|
