|
1976
|
BCS Wealth Management
Johnson City,
Tennessee
|
$79.5万
|
+$1.41万
|
+49
|
+2%
|
|
|
1977
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$79.5万
|
-$5.1万
|
-178
|
-6%
|
|
|
1978
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$79.4万
|
-$4.62万
|
-161
|
-5%
|
|
|
1979
|
|
$79.2万
|
+$16.3万
|
+568
|
+24%
|
|
|
1980
|
Wealth Management Associates
Cherry Hill,
New Jersey
|
$79.1万
|
+$287
|
+1
|
+0%
|
|
|
1981
|
Oak Wealth Advisors
Northbrook,
Illinois
|
$79万
|
–
|
–
|
–
|
|
|
1982
|
Quotient Wealth Partners
Dallas,
Texas
|
$78.9万
|
-$6.31万
|
-220
|
-7%
|
|
|
1983
|
TI-Trust
Quincy,
Illinois
|
$78.8万
|
–
|
–
|
–
|
|
|
1984
|
Golden Reserve Retirement
Dublin,
Ohio
|
$78.8万
|
+$34.1万
|
+1,189
|
+69%
|
|
|
1985
|
Nemes Rush Group
Novi,
Michigan
|
$78.7万
|
-$9.6万
|
-336
|
-10%
|
|
|
1986
|
Charles Schwab Trust
Henderson,
Nevada
|
$78.7万
|
-$1.43万
|
-50
|
-2%
|
|
|
1987
|
Benin Management Corp
Wilton,
Connecticut
|
$78.5万
|
–
|
–
|
–
|
|
|
1988
|
BOK Financial Private Wealth
Denver,
Colorado
|
$78.4万
|
-$10.8万
|
-377
|
-12%
|
|
|
1989
|
Vision Financial Markets
Stamford,
Connecticut
|
$78.4万
|
–
|
–
|
–
|
|
|
1990
|
Advance Capital Management
Southfield,
Michigan
|
$78.4万
|
+$1.69万
|
+59
|
+2%
|
|
|
1991
|
Roman Butler Fullerton & Co
St Louis,
Missouri
|
$78万
|
-$3.47万
|
-121
|
-4%
|
|
|
1992
|
Westbourne Investment Advisors
Annapolis,
Maryland
|
$77.9万
|
–
|
–
|
–
|
|
|
1993
|
Johnson & White Wealth Management
York,
Pennsylvania
|
$77.8万
|
+$5.65万
|
+197
|
+7%
|
|
|
1994
|
Grant Private Wealth Management
Pleasanton,
California
|
$77.8万
|
+$14.2万
|
+496
|
+21%
|
|
|
1995
|
Willow Creek Capital Management
Missoula,
Montana
|
$77.7万
|
+$82.4万
|
+2,873
|
新規
|
|
|
1996
|
Z3 Capital Partners
Richmond,
Virginia
|
$77.6万
|
-$7,169
|
-25
|
-0.9%
|
|
|
1997
|
GHP Investment Advisors
Denver,
Colorado
|
$77.6万
|
+$573
|
+2
|
+0.1%
|
|
|
1998
|
US Asset Management LLC
Pittsburgh,
Pennsylvania
|
$77.5万
|
–
|
–
|
–
|
|
|
1999
|
Severin Investments
St. Louis,
Missouri
|
$77.4万
|
+$11.7万
|
+409
|
+17%
|
|
|
2000
|
Proficio Capital Partners
Newton,
Massachusetts
|
$77.2万
|
+$81.9万
|
+2,855
|
新規
|
|
