|
1976
|
Meitav Investment House
Bene-Beraq,
Israel
|
$54.4万
|
+$55.1万
|
+2,946
|
新規
|
|
|
1977
|
Lafayette Investments
Ashton,
Maryland
|
$54.4万
|
+$9,350
|
+50
|
+2%
|
|
|
1978
|
Rossby Financial
Melbourne,
Florida
|
$53.9万
|
-$6.15万
|
-329
|
-10%
|
|
|
1979
|
Pine Haven Investment Counsel
Fairhaven,
Massachusetts
|
$53.9万
|
+$6,545
|
+35
|
+1%
|
|
|
1980
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$53.8万
|
-$3.4万
|
-182
|
-6%
|
|
|
1981
|
One Capital Management
Westlake Village,
California
|
$53.7万
|
–
|
–
|
–
|
|
|
1982
|
Milestone Asset Management Group
Avon,
Connecticut
|
$53.6万
|
+$54.2万
|
+2,900
|
新規
|
|
|
1983
|
Affinity Investment Advisors
Newport Beach,
California
|
$53.5万
|
-$3.03万
|
-162
|
-5%
|
|
|
1984
|
Heritage Wealth Management (California)
San Diego,
California
|
$53.3万
|
-$37.7万
|
-2,016
|
-41%
|
|
|
1985
|
Bluefin Capital Management
New York
|
$53.2万
|
+$53.9万
|
+2,880
|
新規
|
|
|
1986
|
OneFund LLC
Saint Petersburg,
Florida
|
$53.2万
|
-$1.25万
|
-67
|
-2%
|
|
|
1987
|
NBH Bank
Greenwood Village,
Colorado
|
$53.2万
|
+$53.8万
|
+2,877
|
新規
|
|
|
1988
|
BridgePort Financial Solutions
Fairfield,
Iowa
|
$53.1万
|
-$76万
|
-4,062
|
-59%
|
|
|
1989
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$53万
|
-$305万
|
-16,316
|
-85%
|
|
|
1990
|
Kingstone Capital Partners Texas
Frisco,
Texas
|
$53万
|
+$2,431
|
+13
|
+0.5%
|
|
|
1991
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$53万
|
-$11.2万
|
-600
|
-17%
|
|
|
1992
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$53万
|
-$51.1万
|
-2,732
|
-49%
|
|
|
1993
|
Alerus Financial
Grand Forks,
North Dakota
|
$52.7万
|
–
|
–
|
–
|
|
|
1994
|
SlateStone Wealth
Jupiter,
Florida
|
$52.6万
|
-$1.51万
|
-81
|
-3%
|
|
|
1995
|
Kera Capital Partners
San Jose,
California
|
$52.6万
|
-$20.1万
|
-1,074
|
-27%
|
|
|
1996
|
Net Worth Advisory Group
Sandy,
Utah
|
$52.4万
|
-$5.35万
|
-286
|
-9%
|
|
|
1997
|
Holderness Investments Company
Greensboro,
North Carolina
|
$52.4万
|
+$1.12万
|
+60
|
+2%
|
|
|
1998
|
Advisornet Financial
Minnetonka,
Minnesota
|
$52.3万
|
-$5.14万
|
-275
|
-9%
|
|
|
1999
|
Focused Alpha LLC
Denver,
Colorado
|
$52.2万
|
+$52.8万
|
+2,825
|
新規
|
|
|
2000
|
Clare Market Investments
Dallas,
Texas
|
$52万
|
+$52.7万
|
+2,816
|
新規
|
|
