|
1976
|
Kozak & Associates
Highlands Ranch,
Colorado
|
$74.1万
|
+$5.64万
|
+180
|
+10%
|
|
|
1977
|
American Trust
Lexington,
Kentucky
|
$74万
|
+$1.57万
|
+50
|
+3%
|
|
|
1978
|
Greenfield Savings Bank
Greenfield,
Massachusetts
|
$74万
|
–
|
–
|
–
|
|
|
1979
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$73.7万
|
-$7,827
|
-25
|
-1%
|
|
|
1980
|
Creative Financial Designs
Kokomo,
Indiana
|
$73.7万
|
+$12.7万
|
+405
|
+26%
|
|
|
1981
|
Strategic Wealth Partners
Independence,
Ohio
|
$73.6万
|
-$2.25万
|
-72
|
-4%
|
|
|
1982
|
Elevated Capital Advisors
Sandy,
Utah
|
$73.5万
|
-$38.9万
|
-1,244
|
-39%
|
|
|
1983
|
Shum Financial Group
Alameda,
California
|
$73.5万
|
+$1,565
|
+5
|
+0.3%
|
|
|
1984
|
Charles Schwab Trust
Henderson,
Nevada
|
$73.3万
|
+$11.7万
|
+375
|
+24%
|
|
|
1985
|
Verus Financial Partners
Richmond,
Virginia
|
$73.3万
|
-$4.2万
|
-134
|
-6%
|
|
|
1986
|
Allen Capital Group
Grand Island,
Nebraska
|
$73.2万
|
+$1.82万
|
+58
|
+3%
|
|
|
1987
|
Lumbard & Kellner
Hollis,
New Hampshire
|
$73.2万
|
-$7,827
|
-25
|
-1%
|
|
|
1988
|
TCFG Investment Advisors
Laguna Niguel,
California
|
$73.1万
|
+$5.01万
|
+160
|
+9%
|
|
|
1989
|
Marathon Capital Management
Hunt Valley,
Maryland
|
$73.1万
|
-$2.82万
|
-90
|
-4%
|
|
|
1990
|
Red Door Wealth Management
Memphis,
Tennessee
|
$73万
|
-$31.4万
|
-1,004
|
-34%
|
|
|
1991
|
Sienna Gestion
Paris,
France
|
$72.9万
|
+$60.4万
|
+1,930
|
新規
|
|
|
1992
|
BlueStem Wealth Partners
Minnetonka,
Minnesota
|
$72.8万
|
+$1.03万
|
+33
|
+2%
|
|
|
1993
|
Capital Management Associates Inc
Minneapolis,
Minnesota
|
$72.8万
|
-$1,565
|
-5
|
-0.3%
|
|
|
1994
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$72.7万
|
–
|
–
|
–
|
|
|
1995
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$72.7万
|
–
|
–
|
–
|
|
|
1996
|
North Berkeley Wealth Management
Berkeley,
California
|
$72.7万
|
-$2.04万
|
-65
|
-3%
|
|
|
1997
|
Ballast Inc
Lexington,
Kentucky
|
$72.6万
|
+$34.8万
|
+1,112
|
+134%
|
|
|
1998
|
Invenio Wealth Partners
Coral Gables,
Florida
|
$72.5万
|
-$5.42万
|
-173
|
-8%
|
|
|
1999
|
Conscious Wealth Investments
Coral Gables,
Florida
|
$72.4万
|
-$3,444
|
-11
|
-0.5%
|
|
|
2000
|
Seven Springs Wealth Group
Brentwood,
Tennessee
|
$72.4万
|
–
|
–
|
–
|
|
