|
1976
|
CrossGen Wealth
Greenville,
North Carolina
|
$12.3万
|
-$7,864
|
-18
|
-6%
|
|
|
1977
|
State of Wyoming
Cheyenne,
Wyoming
|
$12.1万
|
+$13.3万
|
+304
|
新規
|
|
|
1978
|
Essential Partners
Rancho Santa Fe,
California
|
$12万
|
+$5.07万
|
+116
|
+62%
|
|
|
1979
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$12万
|
+$1.09万
|
+25
|
+9%
|
|
|
1980
|
Ulland Investment Advisors
Minneapolis,
Minnesota
|
$11.9万
|
–
|
–
|
–
|
|
|
1981
|
Action Point Financial Planning
Grand Rapids,
Michigan
|
$11.8万
|
+$13.1万
|
+300
|
新規
|
|
|
1982
|
Strategic Wealth Partners
Independence,
Ohio
|
$11.5万
|
+$6,116
|
+14
|
+5%
|
|
|
1983
|
American National Bank & Trust
Wichita Falls,
Texas
|
$11.5万
|
–
|
–
|
–
|
|
|
1984
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$11.3万
|
-$4,369
|
-10
|
-3%
|
|
|
1985
|
Aspiring Ventures
Cincinnati,
Ohio
|
$11.3万
|
+$12.4万
|
+283
|
新規
|
|
|
1986
|
Crewe Advisors
Salt Lake City,
Utah
|
$11.2万
|
+$1.35万
|
+31
|
+12%
|
|
|
1987
|
Silver Grove Financial Group
Orchard Park,
New York
|
$11万
|
+$12.1万
|
+276
|
新規
|
|
|
1988
|
WPG Advisers
Baltimore,
Maryland
|
$10.8万
|
-$5.11万
|
-117
|
-30%
|
|
|
1989
|
MV Capital Management
Bethesda,
Maryland
|
$10.8万
|
-$1,748
|
-4
|
-1%
|
|
|
1990
|
Quaker Wealth Management
Moorestown,
New Jersey
|
$10.7万
|
-$5,243
|
-12
|
-4%
|
|
|
1991
|
Osbon Capital Management
Boston,
Massachusetts
|
$10.4万
|
–
|
–
|
–
|
|
|
1992
|
Clearstead Trust
Portland,
Maine
|
$10.3万
|
–
|
–
|
–
|
|
|
1993
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$10.3万
|
+$1.09万
|
+25
|
+11%
|
|
|
1994
|
North Star Investment Management
Chicago,
Illinois
|
$10.1万
|
-$8,738
|
-20
|
-7%
|
|
|
1995
|
Vestor Capital
Chicago,
Illinois
|
$10.1万
|
+$19.8万
|
+453
|
+4%
|
|
|
1996
|
McDonald Partners
Cleveland,
Ohio
|
$9.8万
|
+$10.7万
|
+246
|
新規
|
|
|
1997
|
ORG Wealth Partners
Dallas,
Texas
|
$9.8万
|
-$11.9万
|
-273
|
-53%
|
|
|
1998
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$9.7万
|
–
|
–
|
–
|
|
|
1999
|
D.J. St. Germain
Springfield,
Massachusetts
|
$9.6万
|
+$3.01万
|
+69
|
+40%
|
|
|
2000
|
Rossby Financial
Melbourne,
Florida
|
$9.5万
|
-$4.63万
|
-106
|
-31%
|
|
