|
1976
|
Independent Solutions Wealth Management
Williamsville,
New York
|
$235万
|
-$6.6万
|
-88
|
-4%
|
|
|
1977
|
Yarger Wealth Strategies
Westerville,
Ohio
|
$235万
|
+$36.5万
|
+487
|
+25%
|
|
|
1978
|
Peregrine Asset Advisers
Portland,
Oregon
|
$235万
|
-$41.9万
|
-559
|
-22%
|
|
|
1979
|
Saturna Capital
Bellingham,
Washington
|
$235万
|
+$47.4万
|
+632
|
+36%
|
|
|
1980
|
Bernard Wealth Management
Royal Oak,
Michigan
|
$235万
|
+$104万
|
+1,381
|
+212%
|
|
|
1981
|
Compass Capital Corp
Braintree,
Massachusetts
|
$235万
|
+$154万
|
+2,054
|
+343%
|
|
|
1982
|
Clear Wave Wealth Management
Red Bank,
New Jersey
|
$235万
|
+$38.4万
|
+512
|
+34%
|
|
|
1983
|
Bank Hapoalim BM
Tel Aviv,
Israel
|
$234万
|
+$53.2万
|
+710
|
+54%
|
|
|
1984
|
Bright Futures Wealth Management
Webster, Ny 14580,
New York
|
$234万
|
-$30.5万
|
-407
|
-17%
|
|
|
1985
|
Berkeley Capital Partners
Milton,
Georgia
|
$234万
|
-$21.7万
|
-290
|
-13%
|
|
|
1986
|
Apex Wealth Management
Bedford,
New Hampshire
|
$233万
|
-$35.7万
|
-476
|
-19%
|
|
|
1987
|
Crew Capital Management
Cincinnati,
Ohio
|
$233万
|
-$214万
|
-2,852
|
-59%
|
|
|
1988
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$232万
|
-$92.7万
|
-1,236
|
-38%
|
|
|
1989
|
Magnus Financial Group
New York
|
$232万
|
-$6.45万
|
-86
|
-4%
|
|
|
1990
|
Legacy Financial Strategies
Overland Park,
Kansas
|
$232万
|
+$15.6万
|
+208
|
+12%
|
|
|
1991
|
Miura Global Management
New York
|
$231万
|
-$600万
|
-8,000
|
-80%
|
|
|
1992
|
InterCapital
Austin,
Texas
|
$231万
|
-$187万
|
-2,500
|
-56%
|
|
|
1993
|
Twin Peaks Capital
Hong Kong,
|
$231万
|
+$150万
|
+2,000
|
新規
|
|
|
1994
|
Investors Asset Management of Georgia
Atlanta,
Georgia
|
$231万
|
+$25.8万
|
+344
|
+21%
|
|
|
1995
|
Godsey & Gibb Inc
Richmond,
Virginia
|
$231万
|
+$4.87万
|
+65
|
+3%
|
|
|
1996
|
Fiduciary Alliance
Greenville,
South Carolina
|
$231万
|
+$43.9万
|
+586
|
+42%
|
|
|
1997
|
Nicholson Meyer Capital Management
Kansas City,
Missouri
|
$230万
|
-$1.8万
|
-24
|
-1%
|
|
|
1998
|
55 North Private Wealth
Winter Park,
Florida
|
$230万
|
+$35.9万
|
+479
|
+32%
|
|
|
1999
|
Alpha Capital Management
Austin,
Texas
|
$230万
|
-$123万
|
-1,637
|
-45%
|
|
|
2000
|
Stance Capital
Boston,
Massachusetts
|
$230万
|
-$110万
|
-1,470
|
-42%
|
|
