|
1976
|
Arlington Trust
Birmingham,
Alabama
|
$2.18万
|
+$8,091
|
+47
|
+57%
|
|
|
1977
|
S&T Bank
Indiana,
Pennsylvania
|
$2.16万
|
+$172
|
+1
|
+0.8%
|
|
|
1978
|
Downshift Financial
Boulder,
Colorado
|
$2.15万
|
+$2.19万
|
+127
|
新規
|
|
|
1979
|
Security National Bank of So Dak
Sioux City,
Iowa
|
$2.1万
|
+$2.13万
|
+124
|
新規
|
|
|
1980
|
3 Factor Indexing
Sacramento,
California
|
$2.08万
|
–
|
–
|
–
|
|
|
1981
|
Millstone Evans Group
Boulder,
Colorado
|
$2.05万
|
-$6.2万
|
-360
|
-75%
|
|
|
1982
|
Olistico Wealth
Tulsa,
Oklahoma
|
$2.01万
|
–
|
–
|
–
|
|
|
1983
|
McGuire Capital Advisors
Bethany,
Oklahoma
|
$1.99万
|
-$25.5万
|
-1,479
|
-93%
|
|
|
1984
|
Manning & Napier Advisors
Fairport,
New York
|
$1.98万
|
+$1.96万
|
+114
|
新規
|
|
|
1985
|
Arvest Investments
Lowell,
Arkansas
|
$1.98万
|
+$2.01万
|
+117
|
新規
|
|
|
1986
|
Richardson Capital Management
Menomonee Falls,
Wisconsin
|
$1.94万
|
–
|
–
|
–
|
|
|
1987
|
Highline Wealth Partners
Sherman Oaks,
California
|
$1.93万
|
+$7,574
|
+44
|
+63%
|
|
|
1988
|
Midwest Capital Advisors
Grand Rapids,
Michigan
|
$1.93万
|
–
|
–
|
–
|
|
|
1989
|
Bare Financial Services
Gap,
Pennsylvania
|
$1.91万
|
+$7,574
|
+44
|
+64%
|
|
|
1990
|
LGT Financial Advisors
Dallas,
Texas
|
$1.9万
|
–
|
–
|
–
|
|
|
1991
|
Marshall Investment Management
Littleton,
Colorado
|
$1.89万
|
+$1.93万
|
+112
|
新規
|
|
|
1992
|
First Community Trust
Dubuque,
Iowa
|
$1.88万
|
–
|
–
|
–
|
|
|
1993
|
Roxbury Financial
Mount Arlington,
New Jersey
|
$1.86万
|
+$172
|
+1
|
+0.9%
|
|
|
1994
|
First Pacific Financial
Vancouver,
Washington
|
$1.86万
|
-$3,098
|
-18
|
-14%
|
|
|
1995
|
Aberdeen Wealth Management
Lake Bluff,
Illinois
|
$1.83万
|
+$1.86万
|
+108
|
新規
|
|
|
1996
|
Raffa Wealth Management
Washington,
District of Columbia
|
$1.78万
|
+$1,205
|
+7
|
+7%
|
|
|
1997
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$1.69万
|
-$2.93万
|
-170
|
-63%
|
|
|
1998
|
LifeSteps Financial
Claremont,
California
|
$1.69万
|
+$1.72万
|
+100
|
新規
|
|
|
1999
|
Pension & Wealth Management Advisors
Waltham,
Massachusetts
|
$1.69万
|
+$1.72万
|
+100
|
新規
|
|
|
2000
|
Barrett & Company
Providence,
Rhode Island
|
$1.69万
|
–
|
–
|
–
|
|
