|
1976
|
CVFG LLC
Shelbyville,
Indiana
|
$86万
|
+$16.2万
|
+892
|
+18%
|
|
|
1977
|
Unique Wealth Strategies
Burr Ridge,
Illinois
|
$85.8万
|
-$12.3万
|
-680
|
-10%
|
|
|
1978
|
GWN Securities
Palm Beach Gardens,
Florida
|
$85.6万
|
+$76.2万
|
+4,203
|
+257%
|
|
|
1979
|
Richwood Investment Advisors
Cincinnati,
Ohio
|
$85.1万
|
–
|
–
|
–
|
|
|
1980
|
Professional Advisory Services
Vero Beach,
Florida
|
$85.1万
|
–
|
–
|
–
|
|
|
1981
|
PGIM Custom Harvest
Newark,
New Jersey
|
$85万
|
+$2.01万
|
+111
|
+2%
|
|
|
1982
|
Beta Wealth Group
San Diego,
California
|
$85万
|
+$7.27万
|
+401
|
+7%
|
|
|
1983
|
Duncker Streett & Co
St. Louis,
Missouri
|
$85万
|
-$3.53万
|
-195
|
-3%
|
|
|
1984
|
Folger Nolan Fleming Douglas Capital Management
Washington,
District of Columbia
|
$84.9万
|
-$2.16万
|
-119
|
-2%
|
|
|
1985
|
Sovereign Financial Group
Stamford,
Connecticut
|
$84.9万
|
+$14.4万
|
+797
|
+16%
|
|
|
1986
|
Regatta Capital Group
El Segundo,
California
|
$84.8万
|
-$4,893
|
-27
|
-0.5%
|
|
|
1987
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$84.8万
|
+$23.3万
|
+1,283
|
+28%
|
|
|
1988
|
Barton Investment Management
West Conshohocken,
Pennsylvania
|
$84.8万
|
–
|
–
|
–
|
|
|
1989
|
Round Rock Advisors
Wilton,
Connecticut
|
$84.7万
|
–
|
–
|
–
|
|
|
1990
|
Greatmark Investment Partners
Columbus,
Georgia
|
$84.6万
|
–
|
–
|
–
|
|
|
1991
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$84.4万
|
+$2,718
|
+15
|
+0.3%
|
|
|
1992
|
Sanders Morris Harris
Houston,
Texas
|
$84.3万
|
-$433万
|
-23,910
|
-81%
|
|
|
1993
|
Anchor Capital Advisors
Boston,
Massachusetts
|
$84.3万
|
-$3.88万
|
-214
|
-4%
|
|
|
1994
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$84.2万
|
+$12.4万
|
+682
|
+13%
|
|
|
1995
|
West Family Investments
Carlsbad,
California
|
$84.1万
|
+$10.4万
|
+576
|
+11%
|
|
|
1996
|
Exchange Bank
Santa Rosa,
California
|
$84万
|
–
|
–
|
–
|
|
|
1997
|
Trust Company of the South
Greensboro,
North Carolina
|
$84万
|
-$8.68万
|
-479
|
-8%
|
|
|
1998
|
|
$84万
|
+$3.66万
|
+202
|
+4%
|
|
|
1999
|
Okabena Investment Services
Minneapolis,
Minnesota
|
$83.6万
|
–
|
–
|
–
|
|
|
2000
|
R Squared
Central,
Hong Kong
|
$83.3万
|
+$53.9万
|
+2,972
|
+110%
|
|
