|
1976
|
Integris Wealth Management
Monterey,
California
|
$24.3万
|
–
|
–
|
–
|
|
|
1977
|
Spinnaker Trust
Portland,
Maine
|
$24.2万
|
+$8,415
|
+71
|
+3%
|
|
|
1978
|
Novak & Powell Financial Services
St. Petersburg,
Florida
|
$24.2万
|
-$8,534
|
-72
|
-3%
|
|
|
1979
|
Bond & Devick Financial Network
St. Louis Park,
Minnesota
|
$24.2万
|
–
|
–
|
–
|
|
|
1980
|
Crew Capital Management
Cincinnati,
Ohio
|
$24.2万
|
–
|
–
|
–
|
|
|
1981
|
Milestones Private Investment Advisors
Fairport,
New York
|
$24.1万
|
–
|
–
|
–
|
|
|
1982
|
Brown Miller Wealth Management
Mclean,
Virginia
|
$24.1万
|
+$3,319
|
+28
|
+1%
|
|
|
1983
|
Asset One Wealth Management
Bellevue,
Washington
|
$24万
|
+$1.56万
|
+132
|
+7%
|
|
|
1984
|
Fiduciary Planning
Englewood,
Florida
|
$24万
|
–
|
–
|
–
|
|
|
1985
|
Kera Capital Partners
San Jose,
California
|
$23.9万
|
-$4,385
|
-37
|
-2%
|
|
|
1986
|
Mindset Wealth Management
Indianapolis,
Indiana
|
$23.9万
|
+$8.3万
|
+700
|
+44%
|
|
|
1987
|
First Dallas Securities
Dallas,
Texas
|
$23.9万
|
-$5,926
|
-50
|
-2%
|
|
|
1988
|
Parisi Gray Wealth Management
Mendham,
New Jersey
|
$23.9万
|
+$1,304
|
+11
|
+0.5%
|
|
|
1989
|
Parr McKnight Wealth Management Group
Minneapolis,
Minnesota
|
$23.9万
|
–
|
–
|
–
|
|
|
1990
|
Edgemoor Investment Advisors
Bethesda,
Maryland
|
$23.9万
|
–
|
–
|
–
|
|
|
1991
|
Cornell Pochily Investment Advisors
Ithaca,
New York
|
$23.8万
|
–
|
–
|
–
|
|
|
1992
|
Granite Harbor Advisors
Houston,
Texas
|
$23.7万
|
+$1.73万
|
+146
|
+7%
|
|
|
1993
|
Hidden Cove Wealth Management
Bainbridge Island,
Washington
|
$23.7万
|
+$2.3万
|
+194
|
+9%
|
|
|
1994
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$23.7万
|
-$4.49万
|
-379
|
-14%
|
|
|
1995
|
Breakwater Capital Group
Paramus,
New Jersey
|
$23.7万
|
+$1.53万
|
+129
|
+6%
|
|
|
1996
|
Strategic Financial Services
Utica,
New York
|
$23.6万
|
–
|
–
|
–
|
|
|
1997
|
Gallagher Capital Advisors
Argyle,
Texas
|
$23.5万
|
-$237
|
-2
|
-0.1%
|
|
|
1998
|
Willow Creek Capital Management
Missoula,
Montana
|
$23.5万
|
+$26.8万
|
+2,260
|
新規
|
|
|
1999
|
LifeGoal Wealth Advisors
Saratoga Springs,
New York
|
$23.5万
|
-$2.8万
|
-236
|
-9%
|
|
|
2000
|
Legacy Capital Wealth Partners
Little Rock,
Arkansas
|
$23.5万
|
+$3,911
|
+33
|
+1%
|
|
