|
1976
|
Kelleher Financial Advisors
New York
|
$319万
|
+$52.5万
|
+2,254
|
+22%
|
|
|
1977
|
Wellington Shields Capital Management
New York
|
$319万
|
-$122万
|
-5,241
|
-29%
|
|
|
1978
|
LongView Wealth Management
Atlanta,
Georgia
|
$319万
|
-$8,390
|
-36
|
-0.3%
|
|
|
1979
|
|
$319万
|
-$10.7万
|
-459
|
-4%
|
|
|
1980
|
Forty-three Eighteen Advisors
Bentonville,
Arkansas
|
$319万
|
–
|
–
|
–
|
|
|
1981
|
Davis Asset Management
Sausalito,
California
|
$317万
|
–
|
–
|
–
|
|
|
1982
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$317万
|
-$6.71万
|
-288
|
-2%
|
|
|
1983
|
Painted Porch Advisors
Santa Barbara,
California
|
$317万
|
+$18万
|
+774
|
+7%
|
|
|
1984
|
Bank of the Bluegrass & Trust
Lexington,
Kentucky
|
$317万
|
+$279万
|
+11,972
|
新規
|
|
|
1985
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$317万
|
-$2万
|
-86
|
-0.7%
|
|
|
1986
|
United Bank (Georgia)
Zebulon,
Georgia
|
$317万
|
-$2,098
|
-9
|
-0.1%
|
|
|
1987
|
PFW Advisors
Atlanta,
Georgia
|
$316万
|
-$15.8万
|
-680
|
-5%
|
|
|
1988
|
Wealth Dimensions Group
Cincinnati,
Ohio
|
$315万
|
-$3,496
|
-15
|
-0.1%
|
|
|
1989
|
Blue Chip Partners
Farmington Hills,
Michigan
|
$315万
|
+$10.5万
|
+449
|
+4%
|
|
|
1990
|
Hilltop National Bank
Casper,
Wyoming
|
$315万
|
-$11万
|
-470
|
-4%
|
|
|
1991
|
Centaurus Financial
Anaheim,
California
|
$314万
|
+$95.6万
|
+4,103
|
+50%
|
|
|
1992
|
Signature Wealth Management Partners
Montvale,
New Jersey
|
$314万
|
-$3.5万
|
-150
|
-1%
|
|
|
1993
|
Berkeley Capital Partners
Milton,
Georgia
|
$314万
|
-$5.55万
|
-238
|
-2%
|
|
|
1994
|
Tealwood Asset Management
Minneapolis,
Minnesota
|
$314万
|
-$55.2万
|
-2,368
|
-16%
|
|
|
1995
|
Financial Engines Advisors
Santa Clara,
California
|
$313万
|
+$6.41万
|
+275
|
+2%
|
|
|
1996
|
Gables Capital Management
Miami,
Florida
|
$312万
|
–
|
–
|
–
|
|
|
1997
|
Holistic Planning
Nacogdoches,
Texas
|
$312万
|
+$173万
|
+7,419
|
+152%
|
|
|
1998
|
Spire Wealth Management
Mclean,
Virginia
|
$311万
|
-$24.8万
|
-1,063
|
-8%
|
|
|
1999
|
Gilliland Jeter Wealth Management
Little Rock,
Arkansas
|
$311万
|
-$7.02万
|
-301
|
-2%
|
|
|
2000
|
Crews Bank & Trust
Wauchula,
Florida
|
$311万
|
-$1.65万
|
-71
|
-0.6%
|
|
