|
1976
|
First American Trust
Santa Ana,
California
|
$206万
|
+$20万
|
+201
|
+10%
|
|
|
1977
|
Louisbourg Investments
Dieppe,
New Brunswick, Canada
|
$206万
|
–
|
–
|
–
|
|
|
1978
|
Ducere Wealth Management
Newport Beach,
California
|
$206万
|
+$55.2万
|
+554
|
+34%
|
|
|
1979
|
Matrix Trust Company
Denver,
Colorado
|
$205万
|
-$14.1万
|
-142
|
-6%
|
|
|
1980
|
RASP Wealth Solutions
Fishers,
Indiana
|
$205万
|
+$218万
|
+2,192
|
新規
|
|
|
1981
|
Trust Point Inc
La Crosse,
Wisconsin
|
$205万
|
+$11.8万
|
+118
|
+6%
|
|
|
1982
|
Rinkey Investments
San Diego,
California
|
$204万
|
-$7.27万
|
-73
|
-3%
|
|
|
1983
|
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
Cedar Rapids,
Iowa
|
$204万
|
-$49.1万
|
-493
|
-18%
|
|
|
1984
|
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
$204万
|
+$4.38万
|
+44
|
+2%
|
|
|
1985
|
Simon Quick Advisors
Morristown,
New Jersey
|
$204万
|
+$9.37万
|
+94
|
+5%
|
|
|
1986
|
Corps Capital Advisors
Southlake,
Texas
|
$203万
|
–
|
–
|
–
|
|
|
1987
|
Commonwealth Retirement Investments
Richmond,
Virginia
|
$203万
|
-$2.49万
|
-25
|
-1%
|
|
|
1988
|
Fire Capital Management
San Francisco,
California
|
$203万
|
+$27.9万
|
+280
|
+15%
|
|
|
1989
|
Oxbow Advisors
Austin,
Texas
|
$202万
|
+$1.3万
|
+13
|
+0.6%
|
|
|
1990
|
Compass Capital Corp
Braintree,
Massachusetts
|
$202万
|
-$8.47万
|
-85
|
-4%
|
|
|
1991
|
Wulff, Hansen & Co
San Rafael,
California
|
$202万
|
+$11.1万
|
+111
|
+5%
|
|
|
1992
|
Indivisible Partners
Clearwater,
Florida
|
$202万
|
+$132万
|
+1,320
|
+158%
|
|
|
1993
|
LVW Advisors
Pittsford,
New York
|
$202万
|
-$4.78万
|
-48
|
-2%
|
|
|
1994
|
Crystal Rock Capital Management
Bannockburn,
Illinois
|
$202万
|
–
|
–
|
–
|
|
|
1995
|
Silvia McColl Wealth Management
San Diego,
California
|
$202万
|
-$9,964
|
-10
|
-0.5%
|
|
|
1996
|
BRIA Capital Group
Wesley Chapel,
Florida
|
$201万
|
+$178万
|
+1,783
|
+485%
|
|
|
1997
|
Wealth Alliance Advisory Group
Wichita,
Kansas
|
$201万
|
-$13.7万
|
-138
|
-6%
|
|
|
1998
|
Volterra Technologies
New York
|
$200万
|
+$213万
|
+2,142
|
新規
|
|
|
1999
|
BNP Paribas
Paris,
France
|
$200万
|
+$176万
|
+1,769
|
+523%
|
|
|
2000
|
VeraBank
Henderson,
Texas
|
$199万
|
-$26.9万
|
-270
|
-11%
|
|
