|
1976
|
Essential Investment Partners
Englewood,
Colorado
|
$1.24万
|
–
|
–
|
–
|
|
|
1977
|
Bernard Wealth Management
Royal Oak,
Michigan
|
$1.21万
|
–
|
–
|
–
|
|
|
1978
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$1.21万
|
-$2.41万
|
-270
|
-70%
|
|
|
1979
|
Collier Financial
Denver,
Colorado
|
$1.12万
|
–
|
–
|
–
|
|
|
1980
|
Dynamic Wealth Strategies
Granite Bay,
California
|
$1.11万
|
–
|
–
|
–
|
|
|
1981
|
IMG Wealth Management
Jacksonville,
Florida
|
$1.11万
|
+$3,035
|
+34
|
+47%
|
|
|
1982
|
Investors Portfolio Services
Puyallup,
Washington
|
$1.1万
|
-$2.95万
|
-330
|
-76%
|
|
|
1983
|
Penserra Capital Management
Orinda,
California
|
$1.1万
|
+$268
|
+3
|
+3%
|
|
|
1984
|
Principia Wealth Advisory
Dallas,
Texas
|
$1.04万
|
+$2,499
|
+28
|
+38%
|
|
|
1985
|
Horrell Capital Management
Little Rock,
Arkansas
|
$1.03万
|
–
|
–
|
–
|
|
|
1986
|
Richardson Capital Management
Menomonee Falls,
Wisconsin
|
$1.03万
|
–
|
–
|
–
|
|
|
1987
|
Vision Retirement
Ridgewood,
New Jersey
|
$1.03万
|
–
|
–
|
–
|
|
|
1988
|
Kerr Financial Planning
Fresno,
California
|
$9,974
|
+$89
|
+1
|
+1%
|
|
|
1989
|
Hollencrest Capital Management
Newport Beach,
California
|
$9,881
|
-$6,605
|
-74
|
-44%
|
|
|
1990
|
Abound Wealth Management
Franklin,
Tennessee
|
$9,507
|
-$1.63万
|
-183
|
-67%
|
|
|
1991
|
Comprehensive Financial Planning
East Petersburg,
Pennsylvania
|
$9,414
|
–
|
–
|
–
|
|
|
1992
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$9,311
|
-$4,106
|
-46
|
-34%
|
|
|
1993
|
Golden State Equity Partners
South Coast Metro,
California
|
$9,207
|
-$86.5万
|
-9,687
|
-99%
|
|
|
1994
|
Pin Oak Investment Advisors
Houston,
Texas
|
$9,000
|
+$1,160
|
+13
|
+18%
|
|
|
1995
|
Clark Wealth Partners
O'fallon,
Illinois
|
$8,380
|
+$1,517
|
+17
|
+27%
|
|
|
1996
|
Allied Private Wealth
Boca Raton,
Florida
|
$8,253
|
+$7,052
|
+79
|
新規
|
|
|
1997
|
Benson Wealth Management
Ooltewah, Tn,
Tennessee
|
$8,069
|
–
|
–
|
–
|
|
|
1998
|
High Note Wealth
Deephaven,
Minnesota
|
$7,966
|
+$2,946
|
+33
|
+75%
|
|
|
1999
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$7,759
|
+$2,678
|
+30
|
+67%
|
|
|
2000
|
Planning Strategies
Lancaster,
Pennsylvania
|
$7,759
|
+$6,695
|
+75
|
新規
|
|
