|
1976
|
R.H. Investment Group
Scottsdale,
Arizona
|
$22.2万
|
–
|
–
|
–
|
|
|
1977
|
First Citizens Financial Corp
Mason City,
Iowa
|
$22.2万
|
-$4.47万
|
-475
|
-17%
|
|
|
1978
|
Bernicke Wealth Management
Altoona,
Wisconsin
|
$22.1万
|
–
|
–
|
–
|
|
|
1979
|
Jackson Grant Investment Advisers
Stamford,
Connecticut
|
$22.1万
|
+$1,506
|
+16
|
+0.7%
|
|
|
1980
|
BankPlus Wealth Management
Jackson,
Mississippi
|
$22.1万
|
+$2.04万
|
+217
|
+10%
|
|
|
1981
|
Parthenon LLC
Louisville,
Kentucky
|
$22.1万
|
–
|
–
|
–
|
|
|
1982
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$22万
|
+$1.23万
|
+131
|
+6%
|
|
|
1983
|
Tudor Financial
Dayton,
Ohio
|
$22万
|
–
|
–
|
–
|
|
|
1984
|
Callahan Advisors
Houston,
Texas
|
$22万
|
-$3.77万
|
-400
|
-15%
|
|
|
1985
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$22万
|
-$1,224
|
-13
|
-0.6%
|
|
|
1986
|
AllGen Financial Advisors
Orlando,
Florida
|
$22万
|
–
|
–
|
–
|
|
|
1987
|
Alamar Capital Management
Santa Barbara,
California
|
$22万
|
–
|
–
|
–
|
|
|
1988
|
EWA LLC
Pittsbugh,
Pennsylvania
|
$22万
|
+$1.71万
|
+182
|
+9%
|
|
|
1989
|
InceptionR
Lafayette,
California
|
$21.9万
|
+$21.6万
|
+2,290
|
新規
|
|
|
1990
|
Private Management Group
Irvine,
California
|
$21.9万
|
–
|
–
|
–
|
|
|
1991
|
Stonebrook Private
Northville,
Michigan
|
$21.9万
|
-$2,071
|
-22
|
-1%
|
|
|
1992
|
Greenfield Seitz Capital Management
Dallas,
Texas
|
$21.7万
|
–
|
–
|
–
|
|
|
1993
|
Interchange Capital Partners
Pittsburgh,
Pennsylvania
|
$21.7万
|
+$21.4万
|
+2,268
|
新規
|
|
|
1994
|
Baring Financial
Bellingham,
Washington
|
$21.7万
|
+$1.28万
|
+136
|
+6%
|
|
|
1995
|
Bingham Private Wealth
San Francisco,
California
|
$21.6万
|
+$21.2万
|
+2,257
|
新規
|
|
|
1996
|
Optiver Holding
Amsterdam,
Netherlands
|
$21.6万
|
-$5.21万
|
-553
|
-20%
|
|
|
1997
|
BXM Wealth
Englewood,
Colorado
|
$21.5万
|
–
|
–
|
–
|
|
|
1998
|
ACT Advisors
Asheville,
North Carolina
|
$21.5万
|
+$4,425
|
+47
|
+2%
|
|
|
1999
|
Emprise Bank
Wichita,
Kansas
|
$21.5万
|
–
|
–
|
–
|
|
|
2000
|
Strategic Family Wealth Counselors
Fairfield,
New Jersey
|
$21.5万
|
+$1,601
|
+17
|
+0.8%
|
|
