|
1976
|
FSB Premier Wealth Management
Waterloo,
Iowa
|
$637万
|
-$198万
|
-5,534
|
-23%
|
|
|
1977
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$637万
|
-$11.9万
|
-334
|
-2%
|
|
|
1978
|
Trust Point Inc
La Crosse,
Wisconsin
|
$635万
|
+$14.2万
|
+397
|
+2%
|
|
|
1979
|
Quaker Wealth Management
Moorestown,
New Jersey
|
$635万
|
+$4.04万
|
+113
|
+0.6%
|
|
|
1980
|
BIP Wealth
Atlanta,
Georgia
|
$635万
|
+$220万
|
+6,149
|
+52%
|
|
|
1981
|
Aviance Capital Partners
Naples,
Florida
|
$634万
|
-$16.4万
|
-459
|
-2%
|
|
|
1982
|
Ridgecrest Wealth Partners
Mill Valley,
California
|
$634万
|
-$5.25万
|
-147
|
-0.8%
|
|
|
1983
|
Sentinus LLC
Oak Brook,
Illinois
|
$634万
|
+$50.6万
|
+1,415
|
+9%
|
|
|
1984
|
Strata Wealth Advisors
Dallas,
Texas
|
$633万
|
+$10.7万
|
+298
|
+2%
|
|
|
1985
|
UHLMANN PRICE SECURITIES
Skokie,
Illinois
|
$633万
|
-$21.5万
|
-601
|
-3%
|
|
|
1986
|
New Capital Management
Houston,
Texas
|
$632万
|
-$1.32万
|
-37
|
-0.2%
|
|
|
1987
|
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
$632万
|
-$12万
|
-335
|
-2%
|
|
|
1988
|
Westview Investment Advisors
Burlington,
Vermont
|
$631万
|
-$24.2万
|
-678
|
-4%
|
|
|
1989
|
Ayrshire Capital Management
Westport,
Connecticut
|
$630万
|
+$138万
|
+3,868
|
+28%
|
|
|
1990
|
Brown Financial Advisors
Milford,
Ohio
|
$629万
|
-$33.5万
|
-937
|
-5%
|
|
|
1991
|
Tradition Wealth Management
Edina,
Minnesota
|
$628万
|
+$25.6万
|
+716
|
+4%
|
|
|
1992
|
KLCM Advisors
Milwaukee,
Wisconsin
|
$628万
|
-$11.8万
|
-331
|
-2%
|
|
|
1993
|
American National Bank & Trust
Wichita Falls,
Texas
|
$628万
|
+$1.82万
|
+51
|
+0.3%
|
|
|
1994
|
Journey Advisory Group
Covington,
Kentucky
|
$626万
|
+$93.3万
|
+2,611
|
+17%
|
|
|
1995
|
Drive Wealth Management
Lehi,
Utah
|
$626万
|
+$29.5万
|
+826
|
+5%
|
|
|
1996
|
Lavaca Capital
Houston,
Texas
|
$626万
|
+$33.1万
|
+927
|
+6%
|
|
|
1997
|
Clayton Partners
Berkeley,
California
|
$626万
|
-$76.4万
|
-2,138
|
-11%
|
|
|
1998
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$624万
|
+$11.5万
|
+323
|
+2%
|
|
|
1999
|
Sand Hill Global Advisors
Palo Alto,
California
|
$624万
|
-$7.51万
|
-210
|
-1%
|
|
|
2000
|
Jeppson Wealth Management
Manhattan Beach,
California
|
$624万
|
-$19.6万
|
-549
|
-3%
|
|
