|
1976
|
VisionPoint Advisory Group
Dallas,
Texas
|
$185万
|
+$5.01万
|
+57
|
+3%
|
|
|
1977
|
Orser Capital Management
Southlake,
Texas
|
$184万
|
–
|
–
|
–
|
|
|
1978
|
LifeSteps Financial
Claremont,
California
|
$184万
|
-$3,514
|
-4
|
-0.2%
|
|
|
1979
|
Pettyjohn Wood & White
Lynchburg,
Virginia
|
$184万
|
+$2.72万
|
+31
|
+2%
|
|
|
1980
|
Base Wealth Management
Lakewood Ranch,
Florida
|
$184万
|
–
|
–
|
–
|
|
|
1981
|
Zinnia Wealth Advisory
Ocala,
Florida
|
$183万
|
+$5,271
|
+6
|
+0.3%
|
|
|
1982
|
Grant Private Wealth Management
Pleasanton,
California
|
$183万
|
+$10.6万
|
+121
|
+8%
|
|
|
1983
|
Wealth Quarterback
Toms River,
New Jersey
|
$183万
|
+$1,757
|
+2
|
+0.1%
|
|
|
1984
|
Vantus Wealth
Lancaster,
Pennsylvania
|
$183万
|
+$151万
|
+1,719
|
新規
|
|
|
1985
|
Check Capital Management
Costa Mesa,
California
|
$183万
|
–
|
–
|
–
|
|
|
1986
|
Basecamp Wealth Advisors
Bellevue,
Washington
|
$183万
|
+$6,149
|
+7
|
+0.4%
|
|
|
1987
|
GWN Securities
Palm Beach Gardens,
Florida
|
$183万
|
-$5.8万
|
-66
|
-4%
|
|
|
1988
|
Purpose Unlimited Inc
Toronto,
|
$182万
|
+$10.9万
|
+124
|
+8%
|
|
|
1989
|
Diversified Management
Milwaukee,
Wisconsin
|
$182万
|
-$160万
|
-1,818
|
-52%
|
|
|
1990
|
|
$182万
|
–
|
–
|
–
|
|
|
1991
|
Crewe Advisors
Salt Lake City,
Utah
|
$182万
|
+$6.76万
|
+77
|
+5%
|
|
|
1992
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$182万
|
–
|
–
|
–
|
|
|
1993
|
Accel Wealth Management
Waverly,
Iowa
|
$182万
|
+$7.38万
|
+84
|
+5%
|
|
|
1994
|
Analyst IMS Investment Management Services
Tel-Aviv,
Israel
|
$182万
|
-$60.3万
|
-686
|
-29%
|
|
|
1995
|
Sunpointe
St. Louis,
Missouri
|
$182万
|
-$18.4万
|
-209
|
-11%
|
|
|
1996
|
Woodley Farra Manion Portfolio Management
Indianapolis,
Indiana
|
$181万
|
–
|
–
|
–
|
|
|
1997
|
Acorns Advisers
Irvine,
California
|
$181万
|
+$10.2万
|
+116
|
+7%
|
|
|
1998
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$181万
|
-$15.1万
|
-172
|
-9%
|
|
|
1999
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$181万
|
+$7.99万
|
+91
|
+6%
|
|
|
2000
|
OFC Financial Planning
Short Hills,
New Jersey
|
$181万
|
–
|
–
|
–
|
|
