|
1976
|
Manhattan West Asset Management
Los Angeles,
California
|
$60.5万
|
+$1.3万
|
+57
|
+3%
|
|
|
1977
|
Garde Capital
Seattle,
Washington
|
$60.5万
|
+$3.69万
|
+161
|
+10%
|
|
|
1978
|
JGP Wealth Management
Bend,
Oregon
|
$60.4万
|
+$2.11万
|
+92
|
+5%
|
|
|
1979
|
AM Investment Strategies
Chattanooga,
Tennessee
|
$60.1万
|
+$8,927
|
+39
|
+2%
|
|
|
1980
|
|
$60万
|
–
|
–
|
–
|
|
|
1981
|
Valmark Advisers
Akron,
Ohio
|
$60万
|
-$1,602
|
-7
|
-0.4%
|
|
|
1982
|
Clarity Financial
Houston,
Texas
|
$59.8万
|
-$2421万
|
-105,752
|
-98%
|
|
|
1983
|
WBH Advisory
Baltimore,
Maryland
|
$59.7万
|
–
|
–
|
–
|
|
|
1984
|
WNY Asset Management
Williamsville,
New York
|
$59.7万
|
+$1.08万
|
+47
|
+3%
|
|
|
1985
|
Legacy Capital Wealth Partners
Little Rock,
Arkansas
|
$59.7万
|
-$5.2万
|
-227
|
-11%
|
|
|
1986
|
Prevail Innovative Wealth Advisors
Leawood,
Kansas
|
$59.5万
|
+$7,554
|
+33
|
+2%
|
|
|
1987
|
1900 Wealth Management
San Antonio,
Texas
|
$59.2万
|
+$39.7万
|
+1,736
|
新規
|
|
|
1988
|
Northbridge Financial Group
Tampa,
Florida
|
$59.2万
|
+$39.7万
|
+1,736
|
新規
|
|
|
1989
|
Jackson Creek Investment Advisors
Castle Rock,
Colorado
|
$59.1万
|
-$1.56万
|
-68
|
-4%
|
|
|
1990
|
Cascades Capital Asset Management
Greensboro,
North Carolina
|
$59万
|
-$5.93万
|
-259
|
-13%
|
|
|
1991
|
Cove Private Wealth
Oyster Bay Cove,
New York
|
$59万
|
+$4,120
|
+18
|
+1%
|
|
|
1992
|
Precedent Wealth Partners
Houston,
Texas
|
$59万
|
+$39.6万
|
+1,729
|
新規
|
|
|
1993
|
3Chopt Investment Partners
Richmond,
Virginia
|
$58.7万
|
+$39.4万
|
+1,720
|
新規
|
|
|
1994
|
Ellsworth Advisors
Hudson,
Ohio
|
$58.6万
|
–
|
–
|
–
|
|
|
1995
|
Green Ridge Wealth Planning
Montville,
New Jersey
|
$58.6万
|
+$229
|
+1
|
+0.1%
|
|
|
1996
|
Highview Capital Management
Buffalo Grove,
Illinois
|
$58.6万
|
+$39.3万
|
+1,718
|
新規
|
|
|
1997
|
Nadler Financial Group
Deerfield,
Illinois
|
$58.6万
|
-$4,120
|
-18
|
-1%
|
|
|
1998
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$58.4万
|
-$1.97万
|
-86
|
-5%
|
|
|
1999
|
Bay Rivers Group
Williamsburg,
Virginia
|
$58.1万
|
-$5.38万
|
-235
|
-12%
|
|
|
2000
|
Impact Capital Partners
Greenwood Village,
Colorado
|
$58.1万
|
-$2.72万
|
-119
|
-7%
|
|
