|
1976
|
Cascade Investment Advisors
Oregon City,
Oregon
|
$28万
|
–
|
–
|
–
|
|
|
1977
|
Archvest Wealth Advisors
Concord,
California
|
$27.9万
|
-$1,637
|
-8
|
-0.6%
|
|
|
1978
|
Equity Wealth Partners
Independence,
Missouri
|
$27.9万
|
+$26.8万
|
+1,311
|
新規
|
|
|
1979
|
Vanguard Advisers Inc
Malvern,
Pennsylvania
|
$27.9万
|
+$5.12万
|
+250
|
+24%
|
|
|
1980
|
Sargent Investment Group
Bethesda,
Maryland
|
$27.9万
|
+$4.89万
|
+239
|
+22%
|
|
|
1981
|
Stack Financial Management
Whitefish,
Montana
|
$27.9万
|
+$26.8万
|
+1,309
|
新規
|
|
|
1982
|
Bricktown Capital
Detroit,
Michigan
|
$27.8万
|
–
|
–
|
–
|
|
|
1983
|
Valley Wealth Managers
Paramus,
New Jersey
|
$27.7万
|
-$1518万
|
-74,158
|
-98%
|
|
|
1984
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$27.7万
|
–
|
–
|
–
|
|
|
1985
|
SYM Financial Corp
Winona Lake,
Indiana
|
$27.6万
|
+$9,414
|
+46
|
+4%
|
|
|
1986
|
Sylvest Advisors
Dallas,
Texas
|
$27.6万
|
+$5.01万
|
+245
|
+23%
|
|
|
1987
|
Tortoise Investment Management
White Plains,
New York
|
$27.5万
|
+$3.15万
|
+154
|
+14%
|
|
|
1988
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$27.5万
|
+$10.9万
|
+531
|
+70%
|
|
|
1989
|
Andina Capital Management
Lehi,
Utah
|
$27.5万
|
+$26.4万
|
+1,292
|
新規
|
|
|
1990
|
Kastel Capital Advisors
Wellesley,
Massachusetts
|
$27.5万
|
+$9,209
|
+45
|
+3%
|
|
|
1991
|
Three Arch Wealth Management
Irvine,
California
|
$27.4万
|
–
|
–
|
–
|
|
|
1992
|
Borer Denton & Associates
Blue Bell,
Pennsylvania
|
$27.4万
|
+$26.4万
|
+1,290
|
新規
|
|
|
1993
|
HBW Advisory Services
Simi Valley,
California
|
$27.4万
|
-$55.5万
|
-2,710
|
-68%
|
|
|
1994
|
Ascent Group
Virginia Beach,
Virginia
|
$27.3万
|
–
|
–
|
–
|
|
|
1995
|
Vines Capital Management
Monroe,
Louisiana
|
$27.1万
|
–
|
–
|
–
|
|
|
1996
|
Vertrix Wealth Management
Troy,
Michigan
|
$27.1万
|
+$26.1万
|
+1,273
|
新規
|
|
|
1997
|
Compass Financial Services
West Des Moines,
Iowa
|
$27万
|
+$614
|
+3
|
+0.2%
|
|
|
1998
|
Act Wealth Management
Plano,
Texas
|
$27万
|
-$1.96万
|
-96
|
-7%
|
|
|
1999
|
Banque Transatlantique
Paris,
France
|
$27万
|
–
|
–
|
–
|
|
|
2000
|
Brave Asset Management
Summit,
New Jersey
|
$26.8万
|
–
|
–
|
–
|
|
