|
1976
|
HORAN Wealth
Cincinnati,
Ohio
|
$33.9万
|
+$22.3万
|
+1,124
|
新規
|
|
|
1977
|
Seldon Capital
San Francisco,
California
|
$33.8万
|
+$22.2万
|
+1,120
|
新規
|
|
|
1978
|
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
$33.7万
|
+$22.2万
|
+1,118
|
新規
|
|
|
1979
|
Atlas Brown
Louisville,
Kentucky
|
$33.6万
|
+$22.1万
|
+1,115
|
新規
|
|
|
1980
|
New World Advisors
Hingham,
Massachusetts
|
$33.6万
|
+$22.1万
|
+1,112
|
新規
|
|
|
1981
|
Axiom Investment Management
New York
|
$33.5万
|
-$9,727
|
-49
|
-4%
|
|
|
1982
|
Arrowroot Family Office
Marina Del Rey,
California
|
$33.5万
|
+$22.1万
|
+1,111
|
新規
|
|
|
1983
|
Mittelman Wealth Management
Andover,
Massachusetts
|
$33.5万
|
+$5.96万
|
+300
|
新規
|
|
|
1984
|
New Covenant Trust Company
Jeffersonville,
Indiana
|
$33.4万
|
+$22万
|
+1,108
|
新規
|
|
|
1985
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$33.4万
|
+$22万
|
+1,108
|
新規
|
|
|
1986
|
Legacy Financial Strategies
Overland Park,
Kansas
|
$33.3万
|
-$12.4万
|
-627
|
-36%
|
|
|
1987
|
Thrive Wealth Management
Audubon,
Pennsylvania
|
$33.2万
|
+$21.9万
|
+1,102
|
新規
|
|
|
1988
|
Acorn Creek Capital
Fort Collins,
Colorado
|
$33.2万
|
+$21.8万
|
+1,100
|
新規
|
|
|
1989
|
Frederick Financial Consultants
Frederick,
Maryland
|
$33.2万
|
+$21.8万
|
+1,100
|
新規
|
|
|
1990
|
RPG Investment Advisory
Pleasanton,
California
|
$33.2万
|
+$21.8万
|
+1,100
|
新規
|
|
|
1991
|
Hamilton Point Investment Advisors
Chapel Hill,
North Carolina
|
$33.1万
|
+$21.8万
|
+1,098
|
新規
|
|
|
1992
|
COFG Advisors
Oak Brook,
Illinois
|
$32.9万
|
+$21.6万
|
+1,090
|
新規
|
|
|
1993
|
Hollencrest Capital Management
Newport Beach,
California
|
$32.9万
|
-$789万
|
-39,760
|
-97%
|
|
|
1994
|
Chicago Trust
Grayslake,
Illinois
|
$32.9万
|
+$21.6万
|
+1,090
|
新規
|
|
|
1995
|
Crown Wealth Group
Charlotte,
North Carolina
|
$32.8万
|
+$21.6万
|
+1,087
|
新規
|
|
|
1996
|
Independent Wealth Network
Urbandale,
Iowa
|
$32.7万
|
+$21.5万
|
+1,085
|
新規
|
|
|
1997
|
CPWA LLC
Hood River,
Oregon
|
$32.6万
|
+$21.5万
|
+1,082
|
新規
|
|
|
1998
|
Sterling Investment Counsel
Buffalo,
New York
|
$32.6万
|
+$21.4万
|
+1,080
|
新規
|
|
|
1999
|
United Community Bank
Greenville,
South Carolina
|
$32.6万
|
-$1.99万
|
-100
|
-8%
|
|
|
2000
|
Private Management Group
Irvine,
California
|
$32.6万
|
+$21.4万
|
+1,080
|
新規
|
|
