|
1976
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$21.4万
|
+$20.9万
|
+413
|
新規
|
|
|
1977
|
Principal Street Partners
Memphis,
Tennessee
|
$21.4万
|
–
|
–
|
–
|
|
|
1978
|
Medallion Wealth Advisors
Farmington,
Connecticut
|
$21.3万
|
-$8,104
|
-16
|
-4%
|
|
|
1979
|
Maple Capital Management
Montpelier,
Vermont
|
$21.3万
|
–
|
–
|
–
|
|
|
1980
|
Ascension Capital Advisors
Houston,
Texas
|
$21.3万
|
-$4,558
|
-9
|
-2%
|
|
|
1981
|
MidFirst Bank
Oklahoma City,
Oklahoma
|
$21.2万
|
–
|
–
|
–
|
|
|
1982
|
LRI Investments
Palm Beach Gardens,
Florida
|
$21.2万
|
-$1.22万
|
-24
|
-6%
|
|
|
1983
|
Northwest Wealth Management
Spencer,
Iowa
|
$21.2万
|
-$506
|
-1
|
-0.2%
|
|
|
1984
|
Perfromance Wealth Partners
Hinsdale,
Illinois
|
$21.2万
|
+$20.7万
|
+408
|
新規
|
|
|
1985
|
Vectors Research Management
New York
|
$21.2万
|
+$20.7万
|
+408
|
新規
|
|
|
1986
|
Insight Advisors
Newtown,
Pennsylvania
|
$21.1万
|
-$5,065
|
-10
|
-2%
|
|
|
1987
|
Parallax Volatility Advisers
San Francisco,
California
|
$21.1万
|
-$33.2万
|
-655
|
-62%
|
|
|
1988
|
NFP Retirement Inc
Aliso Viejo,
California
|
$21.1万
|
-$8,610
|
-17
|
-4%
|
|
|
1989
|
Laurel Oak Wealth Management
Marlton,
New Jersey
|
$21.1万
|
-$1.01万
|
-20
|
-5%
|
|
|
1990
|
Greenline Wealth Management
Boca Raton,
Florida
|
$21.1万
|
+$20.6万
|
+406
|
新規
|
|
|
1991
|
Empire Financial Management Company
New York
|
$21.1万
|
+$20.6万
|
+406
|
新規
|
|
|
1992
|
Chapin Davis
Baltimore,
Maryland
|
$20.9万
|
+$20.4万
|
+403
|
新規
|
|
|
1993
|
Family Capital Management
Grand Rapids,
Michigan
|
$20.9万
|
+$20.4万
|
+402
|
新規
|
|
|
1994
|
Platform Technology Partners
New York
|
$20.8万
|
+$20.4万
|
+402
|
新規
|
|
|
1995
|
McCarter Private Wealth Services
Boston,
Massachusetts
|
$20.8万
|
-$9.07万
|
-179
|
-31%
|
|
|
1996
|
Sunflower Bank
Dallas,
Texas
|
$20.8万
|
+$20.3万
|
+401
|
新規
|
|
|
1997
|
Doheny Asset Management
Los Angeles,
California
|
$20.8万
|
+$20.3万
|
+400
|
新規
|
|
|
1998
|
Montchanin Asset Management
Montchanin,
Delaware
|
$20.8万
|
+$20.3万
|
+400
|
新規
|
|
|
1999
|
Strategic Family Wealth Counselors
Fairfield,
New Jersey
|
$20.8万
|
+$20.3万
|
+401
|
新規
|
|
|
2000
|
FreeGulliver LLC
New Orleans,
Louisiana
|
$20.8万
|
-$4.1万
|
-81
|
-17%
|
|
