|
1976
|
First National Advisers
Omaha,
Nebraska
|
$31.1万
|
–
|
–
|
–
|
|
|
1977
|
Provenance Wealth Advisors
Fort Lauderdale,
Florida
|
$31.1万
|
+$25.9万
|
+3,245
|
+644%
|
|
|
1978
|
Sargent Investment Group
Bethesda,
Maryland
|
$31万
|
+$29.9万
|
+3,745
|
新規
|
|
|
1979
|
Pacifica Partners
Surrey,
Canada
|
$31万
|
-$2,391
|
-30
|
-0.8%
|
|
|
1980
|
Allegheny Financial Group
Pittsburgh,
Pennsylvania
|
$31万
|
+$1,833
|
+23
|
+0.6%
|
|
|
1981
|
ProCore Advisors
Newport Beach,
California
|
$30.9万
|
+$29.7万
|
+3,732
|
新規
|
|
|
1982
|
Flagship Private Wealth
Woburn,
Massachusetts
|
$30.9万
|
-$1.55万
|
-195
|
-5%
|
|
|
1983
|
Highland Financial Advisors
Wayne,
New Jersey
|
$30.9万
|
+$1.77万
|
+222
|
+6%
|
|
|
1984
|
Meridian Wealth Advisors
Austin,
Texas
|
$30.9万
|
+$29.7万
|
+3,730
|
新規
|
|
|
1985
|
Platform Technology Partners
New York
|
$30.9万
|
+$1.16万
|
+146
|
+4%
|
|
|
1986
|
Destiny Wealth Partners
Tavares,
Florida
|
$30.8万
|
-$5.87万
|
-737
|
-16%
|
|
|
1987
|
Oakwell Private Wealth Management
Austin,
Texas
|
$30.8万
|
–
|
–
|
–
|
|
|
1988
|
Chesapeake Asset Management
New York
|
$30.7万
|
+$21.5万
|
+2,703
|
+122%
|
|
|
1989
|
Quad-Cities Investment Group
Davenport,
Iowa
|
$30.7万
|
-$2.17万
|
-272
|
-7%
|
|
|
1990
|
Cordoba Advisory Partners
New York
|
$30.6万
|
+$1.55万
|
+195
|
+6%
|
|
|
1991
|
River Street Advisors
Aurora,
Illinois
|
$30.6万
|
–
|
–
|
–
|
|
|
1992
|
Diversified Management
Milwaukee,
Wisconsin
|
$30.6万
|
-$149万
|
-18,731
|
-84%
|
|
|
1993
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$30.5万
|
-$10.6万
|
-1,331
|
-27%
|
|
|
1994
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$30.4万
|
-$415万
|
-52,112
|
-93%
|
|
|
1995
|
Ceera Investments
Bellaire,
Texas
|
$30.3万
|
–
|
–
|
–
|
|
|
1996
|
Foguth Wealth Management
Brighton,
Michigan
|
$30.2万
|
+$10.9万
|
+1,368
|
+54%
|
|
|
1997
|
Instrumental Wealth
Tampa,
Florida
|
$30.2万
|
+$1.54万
|
+193
|
+6%
|
|
|
1998
|
Miramontes Capital
Newport,
California
|
$30.1万
|
-$6.39万
|
-802
|
-18%
|
|
|
1999
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$30.1万
|
+$1.99万
|
+250
|
+7%
|
|
|
2000
|
Invictus Private Wealth
Denver,
Colorado
|
$30万
|
+$28.9万
|
+3,625
|
新規
|
|
