|
1976
|
Darwin Wealth Management
Tampa,
Florida
|
$32万
|
-$1,363
|
-6
|
-0.4%
|
|
|
1977
|
Portfolio Strategies
Monsey,
New York
|
$32万
|
-$1.82万
|
-80
|
-5%
|
|
|
1978
|
44 Wealth Management
Eugene,
Oregon
|
$32万
|
+$2,952
|
+13
|
+0.9%
|
|
|
1979
|
OFS Enterprise
Kearney,
Nebraska
|
$32万
|
+$6,132
|
+27
|
+2%
|
|
|
1980
|
Stembrook Asset Management
Red Bank,
New Jersey
|
$31.8万
|
–
|
–
|
–
|
|
|
1981
|
Purus Wealth Management
Newport Beach,
California
|
$31.8万
|
+$227
|
+1
|
+0.1%
|
|
|
1982
|
Paces Ferry Wealth Advisors
Atlanta,
Georgia
|
$31.8万
|
-$1.77万
|
-78
|
-5%
|
|
|
1983
|
Syntegra Private Wealth Group
Chesterfield,
Missouri
|
$31.8万
|
+$32.7万
|
+1,440
|
新規
|
|
|
1984
|
KG&L Capital Management
Saint Francisville,
Louisiana
|
$31.7万
|
-$1.29万
|
-57
|
-4%
|
|
|
1985
|
Orleans Capital Management
Mandeville,
Louisiana
|
$31.7万
|
–
|
–
|
–
|
|
|
1986
|
Maxele Advisors
Webster Groves,
Missouri
|
$31.6万
|
+$32.6万
|
+1,434
|
新規
|
|
|
1987
|
Riverbend Wealth Management
Myrtle Beach,
South Carolina
|
$31.6万
|
-$1,363
|
-6
|
-0.4%
|
|
|
1988
|
CFO4Life Group
Coppell,
Texas
|
$31.6万
|
-$3.13万
|
-138
|
-9%
|
|
|
1989
|
Hurlow Wealth Management Group
Bloomington,
Indiana
|
$31.6万
|
-$454
|
-2
|
-0.1%
|
|
|
1990
|
Parcion Private Wealth
Bellevue,
Washington
|
$31.5万
|
-$4.95万
|
-218
|
-13%
|
|
|
1991
|
IFC Advisors
Los Angeles,
California
|
$31.4万
|
+$1.43万
|
+63
|
+5%
|
|
|
1992
|
Clearstead Trust
Portland,
Maine
|
$31.4万
|
–
|
–
|
–
|
|
|
1993
|
Fusion Capital
Mt. Pleasant,
South Carolina
|
$31.4万
|
+$1,135
|
+5
|
+0.4%
|
|
|
1994
|
Wilkins Miller Wealth Management
Mobile,
Alabama
|
$31.4万
|
+$681
|
+3
|
+0.2%
|
|
|
1995
|
Kornitzer Capital Management
Shawnee Mission,
Kansas
|
$31.3万
|
-$7,948
|
-35
|
-2%
|
|
|
1996
|
Evergreen Advisors
Chattanooga,
Tennessee
|
$31.1万
|
–
|
–
|
–
|
|
|
1997
|
Garrison Point Advisors
Walnut Creek,
California
|
$31.1万
|
–
|
–
|
–
|
|
|
1998
|
Helen Stephens Group
Fort Worth,
Texas
|
$31.1万
|
-$227
|
-1
|
-0.1%
|
|
|
1999
|
Wallace Advisory Group
Lafayette,
California
|
$31万
|
-$7.24万
|
-319
|
-18%
|
|
|
2000
|
Trilogy Capital
Irvine,
California
|
$31万
|
-$6.36万
|
-280
|
-17%
|
|
