|
1976
|
Insight Inv LLC
El Segundo,
California
|
$15.3万
|
–
|
–
|
–
|
|
|
1977
|
MPWM Advisory Solutions
Alpharetta,
Georgia
|
$15万
|
–
|
–
|
–
|
|
|
1978
|
West Branch Capital
Amherst,
Massachusetts
|
$15万
|
+$132
|
+1
|
+0.1%
|
|
|
1979
|
Milestone Investment Advisors
Middleton,
Wisconsin
|
$14.8万
|
–
|
–
|
–
|
|
|
1980
|
Realta Investment Advisors
Wilmington,
Delaware
|
$14.6万
|
+$132
|
+1
|
+0.1%
|
|
|
1981
|
Kerr Financial Planning
Fresno,
California
|
$14.4万
|
–
|
–
|
–
|
|
|
1982
|
Bulwark Capital
Fernandina Beach,
Florida
|
$14.4万
|
–
|
–
|
–
|
|
|
1983
|
Morling Financial Advisors
Fremont,
California
|
$14.3万
|
+$10.6万
|
+805
|
+344%
|
|
|
1984
|
Hoese & Co
Glencoe,
Minnesota
|
$14.2万
|
–
|
–
|
–
|
|
|
1985
|
Register Financial Advisors
Atlanta,
Georgia
|
$14.1万
|
–
|
–
|
–
|
|
|
1986
|
Horizon Investments
Charlotte,
North Carolina
|
$14.1万
|
-$13.5万
|
-1,022
|
-50%
|
|
|
1987
|
McDonald Partners
Cleveland,
Ohio
|
$14万
|
+$13.4万
|
+1,016
|
新規
|
|
|
1988
|
Anchor Investment Management
Columbia,
South Carolina
|
$13.9万
|
–
|
–
|
–
|
|
|
1989
|
Central Pacific Bank - Trust Division
Honolulu,
Hawaii
|
$13.5万
|
-$7.92万
|
-600
|
-38%
|
|
|
1990
|
RHL Group
Holly,
Michigan
|
$13.2万
|
-$1.9万
|
-144
|
-13%
|
|
|
1991
|
CoreFirst Bank & Trust
Topeka,
Kansas
|
$13.1万
|
-$10.4万
|
-786
|
-45%
|
|
|
1992
|
Townsend Asset Management
Raleigh,
North Carolina
|
$13.1万
|
–
|
–
|
–
|
|
|
1993
|
Holos Integrated Wealth
Kennett Square,
Pennsylvania
|
$13万
|
–
|
–
|
–
|
|
|
1994
|
|
$12.7万
|
–
|
–
|
–
|
|
|
1995
|
SouthState Corp
Winter Haven,
Florida
|
$12.6万
|
–
|
–
|
–
|
|
|
1996
|
Frankly Finances
Winter Park,
Florida
|
$12.5万
|
–
|
–
|
–
|
|
|
1997
|
Rice Partnership
Honolulu,
Hawaii
|
$12.2万
|
-$7,131
|
-54
|
-6%
|
|
|
1998
|
Murphy & Mullick Capital Management
Smithtown,
New York
|
$12.2万
|
–
|
–
|
–
|
|
|
1999
|
High Point Wealth Management
Chester,
New Jersey
|
$12万
|
+$132
|
+1
|
+0.1%
|
|
|
2000
|
Hoey Investments
Coatesville,
Pennsylvania
|
$11.9万
|
–
|
–
|
–
|
|
