|
1976
|
Community Trust & Investment
Versailles,
Kentucky
|
$39.2万
|
–
|
–
|
–
|
|
|
1977
|
Circle Wealth Management
Summit,
New Jersey
|
$39.1万
|
+$1.24万
|
+23
|
+3%
|
|
|
1978
|
Marotta Asset Management
Charlottesville,
Virginia
|
$39.1万
|
–
|
–
|
–
|
|
|
1979
|
Cypress Wealth Services
Palm Desert,
California
|
$39.1万
|
-$4.49万
|
-83
|
-10%
|
|
|
1980
|
Grove Bank & Trust
Miami,
Florida
|
$39万
|
-$541
|
-1
|
-0.1%
|
|
|
1981
|
Gibbs Wealth Management
Alpharetta,
Georgia
|
$38.9万
|
-$1.08万
|
-20
|
-3%
|
|
|
1982
|
Southern Michigan Bank & Trust
Coldwater,
Michigan
|
$38.8万
|
-$541
|
-1
|
-0.1%
|
|
|
1983
|
True Wealth Design
Akron,
Ohio
|
$38.7万
|
+$2.32万
|
+43
|
+6%
|
|
|
1984
|
Peachtree Investment Partners
Indian River Shores,,
Florida
|
$38.6万
|
-$8.27万
|
-153
|
-17%
|
|
|
1985
|
Lighthouse Investment Partners
Palm Beach Gardens,
Florida
|
$38.6万
|
-$1114万
|
-20,608
|
-96%
|
|
|
1986
|
Fidelity D&D Bancorp
Dunmore,
Pennsylvania
|
$38.6万
|
–
|
–
|
–
|
|
|
1987
|
AssuredPartners Investment Advisors
Tampa,
Florida
|
$38.6万
|
–
|
–
|
–
|
|
|
1988
|
Resurgent Financial Advisors
Atlanta,
Georgia
|
$38.5万
|
+$5,406
|
+10
|
+1%
|
|
|
1989
|
Corrado Advisors
Ramsey,
New Jersey
|
$38.5万
|
-$5.41万
|
-100
|
-12%
|
|
|
1990
|
Waypoint Wealth Counsel
Atlanta,
Georgia
|
$38.4万
|
-$16.6万
|
-307
|
-29%
|
|
|
1991
|
Journey Beyond Wealth
Roswell,
Georgia
|
$38.4万
|
–
|
–
|
–
|
|
|
1992
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$38.4万
|
+$1.95万
|
+36
|
+5%
|
|
|
1993
|
Fairvoy Private Wealth
Birmingham,
Alabama
|
$38.2万
|
–
|
–
|
–
|
|
|
1994
|
Everpar Advisors
Tulsa,
Oklahoma
|
$38.1万
|
-$2.87万
|
-53
|
-7%
|
|
|
1995
|
Aries Wealth Management
Portland,
Maine
|
$38.1万
|
–
|
–
|
–
|
|
|
1996
|
RMR Wealth Builders
Montclair,
New Jersey
|
$38万
|
+$9.7万
|
+180
|
+32%
|
|
|
1997
|
North Dallas Bank & Trust
Dallas,
Texas
|
$38万
|
–
|
–
|
–
|
|
|
1998
|
West Branch Capital
Amherst,
Massachusetts
|
$37.9万
|
-$11.9万
|
-221
|
-23%
|
|
|
1999
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$37.8万
|
–
|
–
|
–
|
|
|
2000
|
Mirador Capital Partners
Pleasanton,
California
|
$37.8万
|
+$4.54万
|
+84
|
+13%
|
|
