|
1976
|
SBI Okasan Asset Management
Tokyo,
Japan
|
$1739万
|
+$19.9万
|
+966
|
+1%
|
|
|
1977
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$1739万
|
+$57.1万
|
+2,777
|
+3%
|
|
|
1978
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$1731万
|
-$25.5万
|
-1,240
|
-1%
|
|
|
1979
|
RIHO Partners
Tucson,
Arizona
|
$1730万
|
+$434万
|
+21,127
|
+32%
|
|
|
1980
|
Doheny Asset Management
Los Angeles,
California
|
$1729万
|
+$10.3万
|
+500
|
+0.6%
|
|
|
1981
|
Bay Rivers Group
Williamsburg,
Virginia
|
$1728万
|
-$38.3万
|
-1,861
|
-2%
|
|
|
1982
|
Resurgent Financial Advisors
Atlanta,
Georgia
|
$1727万
|
+$339万
|
+16,488
|
+24%
|
|
|
1983
|
Carlson Financial
Canby,
Oregon
|
$1726万
|
-$25.4万
|
-1,235
|
-1%
|
|
|
1984
|
Sirios Capital Management
Boston,
Massachusetts
|
$1726万
|
+$924万
|
+44,946
|
+109%
|
|
|
1985
|
Fiduciary Group
Savannah,
Georgia
|
$1724万
|
+$5万
|
+243
|
+0.3%
|
|
|
1986
|
Iyo Bank
Matsuyama,
Japan
|
$1720万
|
+$405万
|
+19,685
|
+30%
|
|
|
1987
|
Heartland Bank & Trust
Bloomington,
Illinois
|
$1714万
|
-$25.2万
|
-1,227
|
-1%
|
|
|
1988
|
Lynwood Price Capital Management
Austin,
Texas
|
$1713万
|
+$609万
|
+29,625
|
+53%
|
|
|
1989
|
ALPS Advisors
Denver,
Colorado
|
$1712万
|
+$537万
|
+26,108
|
+44%
|
|
|
1990
|
Xcel Wealth Management
Holly Hill,
Florida
|
$1712万
|
-$53.8万
|
-2,617
|
-3%
|
|
|
1991
|
Delta Financial Advisors
New Orleans,
Louisiana
|
$1710万
|
-$7.32万
|
-356
|
-0.4%
|
|
|
1992
|
Pelham Capital
London,
United Kingdom
|
$1708万
|
+$1755万
|
+85,359
|
新規
|
|
|
1993
|
Elevatus Welath Management
Victor,
New York
|
$1707万
|
+$594万
|
+28,872
|
+51%
|
|
|
1994
|
Mission Creek Capital Partners
San Francisco,
California
|
$1706万
|
-$162万
|
-7,903
|
-8%
|
|
|
1995
|
|
$1705万
|
-$13.1万
|
-637
|
-0.7%
|
|
|
1996
|
Oakworth Capital
Birmingham,
Alabama
|
$1705万
|
-$3.13万
|
-152
|
-0.2%
|
|
|
1997
|
Annis Gardner Whiting Capital Advisors
Tampa,
Florida
|
$1700万
|
+$97.3万
|
+4,730
|
+6%
|
|
|
1998
|
NVWM LLC
Yardley,
Pennsylvania
|
$1699万
|
+$4.48万
|
+218
|
+0.3%
|
|
|
1999
|
Asset Dedication LLC
San Francisco,
California
|
$1698万
|
-$149万
|
-7,252
|
-8%
|
|
|
2000
|
|
$1697万
|
–
|
–
|
–
|
|
