|
1976
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$88.5万
|
+$20.6万
|
+677
|
+50%
|
|
|
1977
|
FLC Capital Advisors
Palm Desert,
California
|
$87.9万
|
-$4.86万
|
-160
|
-7%
|
|
|
1978
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$87.9万
|
+$10.5万
|
+347
|
+21%
|
|
|
1979
|
Guidance Point Advisors
Wellesley,
Massachusetts
|
$87.7万
|
+$607
|
+2
|
+0.1%
|
|
|
1980
|
Hamilton Point Investment Advisors
Chapel Hill,
North Carolina
|
$87.6万
|
–
|
–
|
–
|
|
|
1981
|
Main Street Research
Lakeville,
Connecticut
|
$87.4万
|
+$8,500
|
+28
|
+1%
|
|
|
1982
|
Stokes Capital Advisors
Greenwood,
South Carolina
|
$87.4万
|
+$21万
|
+693
|
+52%
|
|
|
1983
|
City National Bank of Florida
Miami,
Florida
|
$87.2万
|
+$61.1万
|
+2,013
|
新規
|
|
|
1984
|
Alpha Wealth Funds
Park City,
Utah
|
$87.2万
|
+$61万
|
+2,010
|
新規
|
|
|
1985
|
Capstone Capital Management
Hong Kong,
|
$87万
|
+$60.9万
|
+2,007
|
新規
|
|
|
1986
|
Prota Financial
Houston,
Texas
|
$86.9万
|
-$18.8万
|
-619
|
-22%
|
|
|
1987
|
Intelligence Driven Advisers
Carlsbad,
California
|
$86.9万
|
+$6.41万
|
+211
|
+12%
|
|
|
1988
|
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
$86.9万
|
+$59.9万
|
+1,973
|
+134%
|
|
|
1989
|
Financial Management Professionals
Austin,
Texas
|
$86.8万
|
-$19.1万
|
-628
|
-24%
|
|
|
1990
|
BCS Wealth Management
Johnson City,
Tennessee
|
$86.8万
|
-$7.53万
|
-248
|
-11%
|
|
|
1991
|
Corient IA
Miami,
Florida
|
$86.7万
|
-$22.8万
|
-750
|
-27%
|
|
|
1992
|
Deltec Asset Management
New York
|
$86.7万
|
+$60.7万
|
+2,000
|
新規
|
|
|
1993
|
VisionPoint Advisory Group
Dallas,
Texas
|
$86.4万
|
+$7.62万
|
+251
|
+14%
|
|
|
1994
|
Investment Management Corporation
Roanoke,
Virginia
|
$86.2万
|
-$32.1万
|
-1,057
|
-35%
|
|
|
1995
|
Patron Partners
Houston,
Texas
|
$86.2万
|
+$9.9万
|
+326
|
+20%
|
|
|
1996
|
Pines Wealth Management
Southern Pines,
North Carolina
|
$86.1万
|
-$9.32万
|
-307
|
-13%
|
|
|
1997
|
Diametric Capital
Boston,
Massachusetts
|
$86.1万
|
+$60.3万
|
+1,987
|
新規
|
|
|
1998
|
ARS Wealth Advisors Group
St. Petersburg,
Florida
|
$85.8万
|
–
|
–
|
–
|
|
|
1999
|
TMB Capital Partners
Little Rock,
Arkansas
|
$85.7万
|
-$7.13万
|
-235
|
-11%
|
|
|
2000
|
OneAscent Investment Solutions
Birmingham,
Alabama
|
$85.6万
|
-$11.4万
|
-376
|
-16%
|
|
