|
1976
|
Walsh & Associates
Sarasota,
Florida
|
$3.01万
|
-$9,565
|
-50
|
-25%
|
|
|
1977
|
Gould Capital
Tacoma,
Washington
|
$3.01万
|
–
|
–
|
–
|
|
|
1978
|
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
|
$3万
|
–
|
–
|
–
|
|
|
1979
|
Summit Securities Group
New York
|
$2.89万
|
+$7,843
|
+41
|
+40%
|
|
|
1980
|
Prosperity Bancshares
Houston,
Texas
|
$2.85万
|
-$574
|
-3
|
-2%
|
|
|
1981
|
Sittner & Nelson
Eugene,
Oregon
|
$2.81万
|
–
|
–
|
–
|
|
|
1982
|
RMG Wealth Management
Platteville,
Wisconsin
|
$2.8万
|
-$6,504
|
-34
|
-21%
|
|
|
1983
|
Coston McIsaac & Partners
Bar Harbor,
Maine
|
$2.8万
|
–
|
–
|
–
|
|
|
1984
|
SOA Wealth Advisors
New York
|
$2.79万
|
-$2.89万
|
-151
|
-52%
|
|
|
1985
|
Private Wealth Asset Management
Cedar Rapids,
Iowa
|
$2.79万
|
–
|
–
|
–
|
|
|
1986
|
Wolff Wiese Magana
Carslbad,
California
|
$2.77万
|
–
|
–
|
–
|
|
|
1987
|
Raffa Wealth Management
Washington,
District of Columbia
|
$2.77万
|
+$2,678
|
+14
|
+11%
|
|
|
1988
|
Union Savings Bank
Litchfield,
Connecticut
|
$2.73万
|
–
|
–
|
–
|
|
|
1989
|
Purpose Unlimited Inc
Toronto,
|
$2.71万
|
–
|
–
|
–
|
|
|
1990
|
Planning Strategies
Lancaster,
Pennsylvania
|
$2.69万
|
+$2.56万
|
+134
|
新規
|
|
|
1991
|
Founders Capital Management (Texas)
Houston,
Texas
|
$2.65万
|
–
|
–
|
–
|
|
|
1992
|
Solstein Capital
Menlo Park,
California
|
$2.61万
|
–
|
–
|
–
|
|
|
1993
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$2.6万
|
–
|
–
|
–
|
|
|
1994
|
Cornerstone Financial Management
Burlington,
Massachusetts
|
$2.51万
|
+$7,460
|
+39
|
+45%
|
|
|
1995
|
CrossGen Wealth
Greenville,
North Carolina
|
$2.49万
|
–
|
–
|
–
|
|
|
1996
|
Olistico Wealth
Tulsa,
Oklahoma
|
$2.49万
|
–
|
–
|
–
|
|
|
1997
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$2.45万
|
–
|
–
|
–
|
|
|
1998
|
Bravera Wealth
Bismarck,
North Dakota
|
$2.37万
|
+$2.26万
|
+118
|
新規
|
|
|
1999
|
CBIZ Investment Advisory Services
Independence,
Ohio
|
$2.34万
|
–
|
–
|
–
|
|
|
2000
|
American Capital Advisory
Ketchum,
Idaho
|
$2.31万
|
+$3,061
|
+16
|
+16%
|
|
