|
1976
|
Madison Wealth Partners
Madison,
Wisconsin
|
$78.3万
|
+$15.3万
|
+150
|
+29%
|
|
|
1977
|
Capital Performance Advisors
Walnut Creek,
California
|
$78.1万
|
-$84.1万
|
-824
|
-55%
|
|
|
1978
|
Denali Advisors
San Diego,
California
|
$78.1万
|
+$67.9万
|
+665
|
新規
|
|
|
1979
|
Tactive Advisors
Jacksonville,
Florida
|
$77.8万
|
-$79.9万
|
-783
|
-54%
|
|
|
1980
|
Range Financial Group
Tigard,
Oregon
|
$77.8万
|
+$67.6万
|
+662
|
新規
|
|
|
1981
|
Collaborative Fund Advisors
Reno,
Nevada
|
$77.7万
|
-$38.6万
|
-378
|
-36%
|
|
|
1982
|
Bank of Marin
Novato,
California
|
$77.7万
|
-$10.7万
|
-105
|
-14%
|
|
|
1983
|
Cozad Asset Management
Champaign,
Illinois
|
$77.2万
|
-$3.78万
|
-37
|
-5%
|
|
|
1984
|
MSH Capital Advisors
Scottsdale,
Arizona
|
$77.2万
|
+$2.04万
|
+20
|
+3%
|
|
|
1985
|
Snider Financial Group
Bellevue,
Washington
|
$76.8万
|
–
|
–
|
–
|
|
|
1986
|
Nadler Financial Group
Deerfield,
Illinois
|
$76.8万
|
-$1,021
|
-1
|
-0.2%
|
|
|
1987
|
Paragon Private Wealth Management
Lexington,
Kentucky
|
$76.4万
|
+$19万
|
+186
|
+40%
|
|
|
1988
|
Oakworth Capital
Birmingham,
Alabama
|
$76.3万
|
+$1.12万
|
+11
|
+2%
|
|
|
1989
|
Lodestar Private Asset Management
Alamo,
California
|
$76万
|
–
|
–
|
–
|
|
|
1990
|
OneAscent Investment Solutions
Birmingham,
Alabama
|
$75.9万
|
-$10.1万
|
-99
|
-13%
|
|
|
1991
|
Widmann Financial Services
Bowie,
Maryland
|
$75.9万
|
–
|
–
|
–
|
|
|
1992
|
Signal Advisors Wealth
Detroit,
Michigan
|
$75.7万
|
+$25万
|
+245
|
+61%
|
|
|
1993
|
denkapparat Operations
Berlin,
Germany
|
$75.7万
|
+$65.7万
|
+644
|
新規
|
|
|
1994
|
Central Valley Advisors
Sacramento,
California
|
$75.6万
|
–
|
–
|
–
|
|
|
1995
|
Reliant Investment Partners
Pinehurst,
North Carolina
|
$75.3万
|
+$2.55万
|
+25
|
+4%
|
|
|
1996
|
Trust Company of Kansas
Wichita,
Kansas
|
$75.2万
|
-$4.08万
|
-40
|
-6%
|
|
|
1997
|
Grove Street Fiduciary
Peterborough,
New Hampshire
|
$75.2万
|
–
|
–
|
–
|
|
|
1998
|
Pointe Capital Management
Grosse Pointe Farms,
Michigan
|
$75.2万
|
–
|
–
|
–
|
|
|
1999
|
AXQ Capital
Jersey City,
New Jersey
|
$75.1万
|
-$373万
|
-3,653
|
-85%
|
|
|
2000
|
Peregrine Asset Advisers
Portland,
Oregon
|
$74.9万
|
-$26.6万
|
-261
|
-29%
|
|
