|
1976
|
RBA Wealth Management
Newport Beach,
California
|
$496万
|
-$49.3万
|
-806
|
-8%
|
|
|
1977
|
Citizens & Northern Corp
Wellsboro,
Pennsylvania
|
$495万
|
-$73万
|
-1,194
|
-12%
|
|
|
1978
|
Excalibur Management
Waltham,
Massachusetts
|
$495万
|
+$49.8万
|
+815
|
+10%
|
|
|
1979
|
Stelac Advisory Services
New York
|
$494万
|
+$151万
|
+2,466
|
+39%
|
|
|
1980
|
Intrinsic Value Partners
Phoenix,
Arizona
|
$494万
|
-$7,338
|
-12
|
-0.1%
|
|
|
1981
|
Cove Private Wealth
Oyster Bay Cove,
New York
|
$493万
|
+$94.8万
|
+1,550
|
+21%
|
|
|
1982
|
Ravenswood Partners
Mclean,
Virginia
|
$491万
|
–
|
–
|
–
|
|
|
1983
|
Trilogy Capital
Irvine,
California
|
$490万
|
+$21.3万
|
+349
|
+4%
|
|
|
1984
|
Cidel Asset Management
Toronto, Ontario,
Ontario, Canada
|
$490万
|
+$56.1万
|
+918
|
+12%
|
|
|
1985
|
First Community Trust
Dubuque,
Iowa
|
$489万
|
+$8.87万
|
+145
|
+2%
|
|
|
1986
|
Wellspring Financial Advisors
Cleveland,
Ohio
|
$486万
|
+$6.97万
|
+114
|
+1%
|
|
|
1987
|
Peak Retirement Planning
Columbus,
Ohio
|
$484万
|
+$446万
|
+7,298
|
+566%
|
|
|
1988
|
Unique Wealth Strategies
Burr Ridge,
Illinois
|
$484万
|
+$12.7万
|
+208
|
+2%
|
|
|
1989
|
NTV Asset Management
Charleston,
West Virginia
|
$484万
|
-$10万
|
-164
|
-2%
|
|
|
1990
|
Hager Investment Management Services
New London,
New Hampshire
|
$484万
|
+$112万
|
+1,831
|
+27%
|
|
|
1991
|
E Fund Management (HK)
Central,
Hong Kong
|
$483万
|
+$124万
|
+2,020
|
+31%
|
|
|
1992
|
Alta Advisers
London,
United Kingdom
|
$482万
|
–
|
–
|
–
|
|
|
1993
|
Schear Investment Advisers
Cincinnati,
Ohio
|
$481万
|
+$7,338
|
+12
|
+0.1%
|
|
|
1994
|
Richards, Merrill & Peterson
Spokane,
Washington
|
$481万
|
+$45.8万
|
+749
|
+10%
|
|
|
1995
|
Spirepoint Private Client
Vero Beach,
Florida
|
$481万
|
+$203万
|
+3,312
|
+63%
|
|
|
1996
|
Personal CFO Solutions
Chester,
New Jersey
|
$481万
|
+$69.8万
|
+1,141
|
+15%
|
|
|
1997
|
Fiduciary Alliance
Greenville,
South Carolina
|
$480万
|
-$65.8万
|
-1,076
|
-11%
|
|
|
1998
|
WD Rutherford
Portland,
Oregon
|
$480万
|
-$5.56万
|
-91
|
-1%
|
|
|
1999
|
CIM Investment Management
Pittsburgh,
Pennsylvania
|
$480万
|
-$46.2万
|
-756
|
-8%
|
|
|
2000
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$479万
|
+$27.1万
|
+443
|
+6%
|
|
