|
1976
|
Sharper & Granite
El Segundo,
California
|
$38万
|
+$13.7万
|
+1,140
|
+59%
|
|
|
1977
|
Left Brain Wealth Management
Naperville,
Illinois
|
$37.9万
|
–
|
–
|
–
|
|
|
1978
|
Hager Investment Management Services
New London,
New Hampshire
|
$37.9万
|
-$3,978
|
-33
|
-1%
|
|
|
1979
|
Carson Advisory
Athens,
Georgia
|
$37.9万
|
-$3,978
|
-33
|
-1%
|
|
|
1980
|
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
|
$37.9万
|
–
|
–
|
–
|
|
|
1981
|
Fi3 Financial Advisors
Indianapolis,
Indiana
|
$37.8万
|
+$11.1万
|
+924
|
新規
|
|
|
1982
|
Kellett Wealth Advisors
Cincinnati,
Ohio
|
$37.7万
|
+$121
|
+1
|
+0%
|
|
|
1983
|
Grandfield & Dodd
New York
|
$37.6万
|
-$9,644
|
-80
|
-3%
|
|
|
1984
|
HM Payson & Co
Portland,
Maine
|
$37.5万
|
–
|
–
|
–
|
|
|
1985
|
Charles Schwab Trust
Henderson,
Nevada
|
$37.5万
|
–
|
–
|
–
|
|
|
1986
|
ARQ Wealth Advisors
Scottsdale,
Arizona
|
$37.4万
|
-$47.3万
|
-3,920
|
-56%
|
|
|
1987
|
Family Office Research
Bethesda,
Maryland
|
$37.4万
|
+$362
|
+3
|
+0.1%
|
|
|
1988
|
Shufro Rose & Co
New York
|
$37.4万
|
-$1.96万
|
-163
|
-5%
|
|
|
1989
|
Bedminster
Bluffton,
South Carolina
|
$37.4万
|
–
|
–
|
–
|
|
|
1990
|
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
|
$37.4万
|
–
|
–
|
–
|
|
|
1991
|
North Star Asset Management
Neenah,
Wisconsin
|
$37.4万
|
–
|
–
|
–
|
|
|
1992
|
Penobscot Wealth Management
Portland,
Maine
|
$37.3万
|
+$4.21万
|
+349
|
+13%
|
|
|
1993
|
Oak Harvest Investment Services
Houston,
Texas
|
$37.3万
|
+$121
|
+1
|
+0%
|
|
|
1994
|
Legacy Bridge
West Des Moines,
Iowa
|
$37.3万
|
–
|
–
|
–
|
|
|
1995
|
Lavaca Capital
Houston,
Texas
|
$37.1万
|
+$36万
|
+2,988
|
新規
|
|
|
1996
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$37万
|
-$4.15万
|
-344
|
-10%
|
|
|
1997
|
Opulen Financial Group
Arlington,
Virginia
|
$36.9万
|
+$121
|
+1
|
+0%
|
|
|
1998
|
Tiller Private Wealth
Bethlehem,
Pennsylvania
|
$36.9万
|
–
|
–
|
–
|
|
|
1999
|
Brave Asset Management
Summit,
New Jersey
|
$36.9万
|
–
|
–
|
–
|
|
|
2000
|
Parcion Private Wealth
Bellevue,
Washington
|
$36.9万
|
–
|
–
|
–
|
|
