|
1976
|
Keating Financial Advisory Services
Manhattan,
Kansas
|
$7.69万
|
+$1.06万
|
+31
|
+17%
|
|
|
1977
|
Fountainhead AM
Warren,
New Jersey
|
$7.44万
|
+$4.42万
|
+129
|
+159%
|
|
|
1978
|
New England Capital Financial Advisors
Meriden,
Connecticut
|
$7.42万
|
–
|
–
|
–
|
|
|
1979
|
WPG Advisers
Baltimore,
Maryland
|
$7.16万
|
+$1.64万
|
+48
|
+31%
|
|
|
1980
|
Axiom Investment Management
New York
|
$7.08万
|
-$119万
|
-3,480
|
-95%
|
|
|
1981
|
|
$7.08万
|
–
|
–
|
–
|
|
|
1982
|
Canton Hathaway
Providence,
Rhode Island
|
$7.08万
|
–
|
–
|
–
|
|
|
1983
|
Golden State Wealth Management
Santa Ana,
California
|
$7.02万
|
+$2,740
|
+8
|
+4%
|
|
|
1984
|
Buck Wealth Strategies
Denver,
Colorado
|
$6.91万
|
+$6.68万
|
+195
|
新規
|
|
|
1985
|
Bradley & Co Private Wealth Management
Miami,
Florida
|
$6.87万
|
–
|
–
|
–
|
|
|
1986
|
Physician Wealth Advisors
Midvale,
Utah
|
$6.62万
|
-$1,370
|
-4
|
-2%
|
|
|
1987
|
Ankerstar Wealth
Leander,
Texas
|
$6.62万
|
–
|
–
|
–
|
|
|
1988
|
New England Asset Management
Farmington,
Connecticut
|
$6.55万
|
+$6.34万
|
+185
|
新規
|
|
|
1989
|
Cetera Trust Company
St. Paul,
Minnesota
|
$6.52万
|
–
|
–
|
–
|
|
|
1990
|
Mitsubishi UFJ Morgan Stanley Securities
Tokyo,
Japan
|
$6.48万
|
-$11.8万
|
-345
|
-65%
|
|
|
1991
|
MV Capital Management
Bethesda,
Maryland
|
$6.23万
|
-$2,055
|
-6
|
-3%
|
|
|
1992
|
Chapman Financial Group
Kailua,
Hawaii
|
$6.23万
|
–
|
–
|
–
|
|
|
1993
|
Field & Main Bank
Henderson,
Kentucky
|
$6.2万
|
-$1,713
|
-5
|
-3%
|
|
|
1994
|
Addison Advisors
Middlebury,
Vermont
|
$6.16万
|
-$26.4万
|
-771
|
-82%
|
|
|
1995
|
Evolution Wealth Management
Fort Myers,
Florida
|
$6.06万
|
-$4,110
|
-12
|
-7%
|
|
|
1996
|
Gleason Group
Prospect,
Kentucky
|
$5.96万
|
+$343
|
+1
|
+0.6%
|
|
|
1997
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$5.95万
|
+$5,138
|
+15
|
+10%
|
|
|
1998
|
NVWM LLC
Yardley,
Pennsylvania
|
$5.84万
|
+$343
|
+1
|
+0.6%
|
|
|
1999
|
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
|
$5.8万
|
+$5.14万
|
+150
|
新規
|
|
|
2000
|
Action Point Financial Planning
Grand Rapids,
Michigan
|
$5.42万
|
+$5.45万
|
+159
|
新規
|
|
