|
1976
|
Avail Investment Partners
Lemont,
Pennsylvania
|
$34.3万
|
–
|
–
|
–
|
|
|
1977
|
Advisortrust Partners
Raleigh,
North Carolina
|
$34.2万
|
+$3.44万
|
+358
|
+11%
|
|
|
1978
|
Kastel Capital Advisors
Wellesley,
Massachusetts
|
$34.2万
|
+$1.25万
|
+130
|
+4%
|
|
|
1979
|
NBC Securities
Birmingham,
Alabama
|
$34.2万
|
-$1.53万
|
-159
|
-4%
|
|
|
1980
|
Headland Capital
Mt. Pleasant,
South Carolina
|
$34.2万
|
-$4,995
|
-52
|
-1%
|
|
|
1981
|
Farmers & Merchants Trust Company
Long Beach,
California
|
$34.1万
|
–
|
–
|
–
|
|
|
1982
|
Fonville Wealth Management
Richmond,
Virginia
|
$34万
|
+$5.67万
|
+590
|
+20%
|
|
|
1983
|
Kraft Davis & Associates
St. Louis,
Missouri
|
$34万
|
-$1.92万
|
-200
|
-5%
|
|
|
1984
|
Camden National Bank
Camden,
Maine
|
$33.8万
|
+$3.59万
|
+374
|
+12%
|
|
|
1985
|
Carmel Capital Partners
San Diego,
California
|
$33.7万
|
–
|
–
|
–
|
|
|
1986
|
Bravias Capital Group
Iselin,
New Jersey
|
$33.6万
|
+$3,170
|
+33
|
+1%
|
|
|
1987
|
SFG Wealth Management
Towson,
Maryland
|
$33.5万
|
+$6.91万
|
+719
|
+26%
|
|
|
1988
|
Arlington Financial Advisors
Santa Barbara,
California
|
$33.4万
|
–
|
–
|
–
|
|
|
1989
|
Warren Street Wealth Advisors
Newport Beach,
California
|
$33.3万
|
–
|
–
|
–
|
|
|
1990
|
Cornell Pochily Investment Advisors
Ithaca,
New York
|
$33.3万
|
-$6,916
|
-72
|
-2%
|
|
|
1991
|
Visionary Horizons
Knoxville,
Tennessee
|
$33.2万
|
+$3.02万
|
+314
|
+10%
|
|
|
1992
|
HORAN Wealth
Cincinnati,
Ohio
|
$33.1万
|
-$6.68万
|
-695
|
-17%
|
|
|
1993
|
Milestone Asset Management
Pittsburgh,
Pennsylvania
|
$33.1万
|
+$32.9万
|
+3,428
|
新規
|
|
|
1994
|
Gerber LLC
Columbus,
Ohio
|
$33.1万
|
–
|
–
|
–
|
|
|
1995
|
Heritage Wealth Management (Texas)
Houston,
Texas
|
$33.1万
|
+$96
|
+1
|
+0%
|
|
|
1996
|
Greenwood Gearhart
Fayetteville,
Arkansas
|
$33万
|
+$32.8万
|
+3,417
|
新規
|
|
|
1997
|
Culbertson A N & Co
Charlottesville,
Virginia
|
$32.9万
|
+$3,362
|
+35
|
+1%
|
|
|
1998
|
SmartHarvest Portfolios
Poulsbo,
Washington
|
$32.8万
|
+$4.88万
|
+508
|
+18%
|
|
|
1999
|
BluePath Capital Management
Atlanta,
Georgia
|
$32.6万
|
-$3.35万
|
-349
|
-9%
|
|
|
2000
|
Collier Financial
Denver,
Colorado
|
$32.6万
|
+$2.28万
|
+237
|
+8%
|
|
