|
1976
|
Asset Planning Inc
Cypress,
California
|
$89.9万
|
-$4.38万
|
-239
|
-5%
|
|
|
1977
|
Weaver Consulting Group
Huntington Beach,
California
|
$89.9万
|
-$1.58万
|
-86
|
-2%
|
|
|
1978
|
Atlantic Edge Private Wealth Management
Jacksonville,
Florida
|
$89.7万
|
-$7.65万
|
-417
|
-8%
|
|
|
1979
|
Phoenix Financial
Givatayim,
Israel
|
$89.7万
|
+$15.8万
|
+864
|
+22%
|
|
|
1980
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$89.5万
|
+$5.5万
|
+300
|
+7%
|
|
|
1981
|
Zullo Investment Group
Scranton,
Pennsylvania
|
$89.4万
|
+$3,851
|
+21
|
+0.4%
|
|
|
1982
|
Calton & Associates
Tampa,
Florida
|
$89.4万
|
+$31.9万
|
+1,741
|
+59%
|
|
|
1983
|
YANKCOM Partnership
Yankton,
South Dakota
|
$89.4万
|
+$2.37万
|
+129
|
+3%
|
|
|
1984
|
Lazari Capital Management
Woodland Hills,
California
|
$89.2万
|
+$3.89万
|
+212
|
+5%
|
|
|
1985
|
Firethorn Wealth Partners
Augusta,
Georgia
|
$89.1万
|
+$4.92万
|
+268
|
+6%
|
|
|
1986
|
Acima Private Wealth
Richmond,
Virginia
|
$89.1万
|
–
|
–
|
–
|
|
|
1987
|
MV Capital Management
Bethesda,
Maryland
|
$89万
|
-$3.65万
|
-199
|
-4%
|
|
|
1988
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$88.6万
|
-$7,336
|
-40
|
-0.8%
|
|
|
1989
|
Atala Financial
Calabasas,
California
|
$88.6万
|
–
|
–
|
–
|
|
|
1990
|
Bienville Capital Management
New York
|
$88.6万
|
–
|
–
|
–
|
|
|
1991
|
SK Wealth Management
Providence,
Rhode Island
|
$88.4万
|
+$2,934
|
+16
|
+0.4%
|
|
|
1992
|
LGT Group Foundation
Vaduz,
Liechtenstein
|
$88.3万
|
+$5.12万
|
+279
|
+6%
|
|
|
1993
|
HFR Wealth Management
Niskayuna,
New York
|
$87.9万
|
-$1,284
|
-7
|
-0.2%
|
|
|
1994
|
UHLMANN PRICE SECURITIES
Skokie,
Illinois
|
$87.8万
|
+$2,017
|
+11
|
+0.2%
|
|
|
1995
|
HC Advisors
Sandy Springs,
Georgia
|
$87.7万
|
–
|
–
|
–
|
|
|
1996
|
V-Square Quantitative Management
Chicago,
Illinois
|
$87.5万
|
+$10.3万
|
+559
|
+14%
|
|
|
1997
|
Morton Capital Management
Calabasas,
California
|
$87.5万
|
+$1.58万
|
+86
|
+2%
|
|
|
1998
|
Kelleher Financial Advisors
New York
|
$87.3万
|
+$31.7万
|
+1,731
|
+60%
|
|
|
1999
|
Cromwell Holdings
Jackson,
Wyoming
|
$86.9万
|
–
|
–
|
–
|
|
|
2000
|
MidFirst Bank
Oklahoma City,
Oklahoma
|
$86.8万
|
+$6,602
|
+36
|
+0.8%
|
|
