|
1976
|
Gen-Wealth Partners
Zeeland,
Michigan
|
$7.16万
|
+$6,363
|
+22
|
+15%
|
|
|
1977
|
Coston McIsaac & Partners
Bar Harbor,
Maine
|
$7万
|
-$2.49万
|
-86
|
-35%
|
|
|
1978
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$6.95万
|
–
|
–
|
–
|
|
|
1979
|
Downshift Financial
Boulder,
Colorado
|
$6.69万
|
+$4.48万
|
+155
|
新規
|
|
|
1980
|
Rossby Financial
Melbourne,
Florida
|
$6.64万
|
-$5.61万
|
-194
|
-56%
|
|
|
1981
|
Salomon & Ludwin
Richmond,
Virginia
|
$6.55万
|
+$6,363
|
+22
|
+17%
|
|
|
1982
|
Close Asset Management
London,
United Kingdom
|
$6.5万
|
-$1.74万
|
-60
|
-29%
|
|
|
1983
|
Ulland Investment Advisors
Minneapolis,
Minnesota
|
$6.5万
|
–
|
–
|
–
|
|
|
1984
|
Consultiva Wealth Management
San Juan,
Puerto Rico
|
$6.47万
|
–
|
–
|
–
|
|
|
1985
|
Continuum Advisory
Eagle,
Idaho
|
$6.4万
|
+$4.28万
|
+148
|
新規
|
|
|
1986
|
Allied Private Wealth
Boca Raton,
Florida
|
$6.28万
|
+$4.19万
|
+145
|
新規
|
|
|
1987
|
Richardson Financial Services
Medway,
Massachusetts
|
$6.13万
|
+$4.11万
|
+142
|
新規
|
|
|
1988
|
Atlantic Edge Private Wealth Management
Jacksonville,
Florida
|
$6.04万
|
+$4,338
|
+15
|
+12%
|
|
|
1989
|
Country Trust Bank
Bloomington,
Illinois
|
$5.95万
|
–
|
–
|
–
|
|
|
1990
|
Clean Yield Group
Norwich,
Vermont
|
$5.57万
|
–
|
–
|
–
|
|
|
1991
|
JPL Wealth Management
Highlands Ranch,
Colorado
|
$5.55万
|
+$868
|
+3
|
+2%
|
|
|
1992
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$5.52万
|
+$2.34万
|
+81
|
+172%
|
|
|
1993
|
Private Wealth Asset Management
Cedar Rapids,
Iowa
|
$5.31万
|
–
|
–
|
–
|
|
|
1994
|
Grove Bank & Trust
Miami,
Florida
|
$5.26万
|
+$3,182
|
+11
|
+10%
|
|
|
1995
|
Caitong International Asset Management
Hong Kong
|
$5.22万
|
-$11.2万
|
-387
|
-76%
|
|
|
1996
|
Contravisory Investment Management
Norwell,
Massachusetts
|
$5.22万
|
–
|
–
|
–
|
|
|
1997
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$5.2万
|
–
|
–
|
–
|
|
|
1998
|
WPG Advisers
Baltimore,
Maryland
|
$5.18万
|
-$6,942
|
-24
|
-17%
|
|
|
1999
|
Highline Wealth Partners
Sherman Oaks,
California
|
$4.92万
|
-$3,471
|
-12
|
-10%
|
|
|
2000
|
Advantage Trust Company
Salina,
Kansas
|
$4.88万
|
–
|
–
|
–
|
|
