|
1976
|
Keudell/Morrison Wealth Management
Salem,
Oregon
|
$40.3万
|
-$4,743
|
-30
|
-1%
|
|
|
1977
|
Traveka Wealth
Los Altos,
California
|
$40.2万
|
+$1.71万
|
+108
|
+4%
|
|
|
1978
|
Advisory Advocates
Grand Rapids,
Michigan
|
$40.1万
|
-$2,372
|
-15
|
-0.6%
|
|
|
1979
|
Freestone Capital Holdings
Seattle,
Washington
|
$40.1万
|
-$5.66万
|
-358
|
-12%
|
|
|
1980
|
Mayport LLC
Newton,
Massachusetts
|
$40.1万
|
-$2.42万
|
-153
|
-5%
|
|
|
1981
|
Family Capital Management
Grand Rapids,
Michigan
|
$40.1万
|
+$4.98万
|
+315
|
+14%
|
|
|
1982
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$40万
|
-$1.57万
|
-99
|
-4%
|
|
|
1983
|
Bank of Hawaii
Honolulu,
Hawaii
|
$39.9万
|
-$3.7万
|
-234
|
-8%
|
|
|
1984
|
Bullock Wealth Management
Bloomington,
Indiana
|
$39.7万
|
+$791
|
+5
|
+0.2%
|
|
|
1985
|
Stratos Investment Management
Beachwood,
Ohio
|
$39.5万
|
-$7.49万
|
-474
|
-15%
|
|
|
1986
|
Polymer Capital Management
New York
|
$39.5万
|
+$6.93万
|
+438
|
+20%
|
|
|
1987
|
Simon Quick Advisors
Morristown,
New Jersey
|
$39.4万
|
+$41.2万
|
+2,603
|
新規
|
|
|
1988
|
Principal Street Partners
Memphis,
Tennessee
|
$39.4万
|
–
|
–
|
–
|
|
|
1989
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$39.3万
|
-$10.9万
|
-691
|
-21%
|
|
|
1990
|
EWA LLC
Pittsbugh,
Pennsylvania
|
$39.2万
|
+$5.9万
|
+373
|
+17%
|
|
|
1991
|
Horizon Bancorp
Michigan City,
Indiana
|
$39.1万
|
-$1.25万
|
-79
|
-3%
|
|
|
1992
|
May Hill Capital
Cohasset,
Massachusetts
|
$39.1万
|
+$8,538
|
+54
|
+2%
|
|
|
1993
|
Barnes Dennig Private Wealth Management
Cincinnati,
Ohio
|
$38.9万
|
+$7,115
|
+45
|
+2%
|
|
|
1994
|
Fielder Capital Group
Nashville,
Tennessee
|
$38.9万
|
+$6,482
|
+41
|
+2%
|
|
|
1995
|
|
$38.8万
|
-$61.6万
|
-3,896
|
-60%
|
|
|
1996
|
PKS Advisory Services
Albany,
New York
|
$38.8万
|
+$40.5万
|
+2,559
|
新規
|
|
|
1997
|
Arch Global Advisors
New York
|
$38.7万
|
+$2.59万
|
+164
|
+7%
|
|
|
1998
|
Hamilton Capital
Columbus,
Ohio
|
$38.7万
|
+$1.93万
|
+122
|
+5%
|
|
|
1999
|
WNY Asset Management
Williamsville,
New York
|
$38.6万
|
+$7,115
|
+45
|
+2%
|
|
|
2000
|
George Kaiser Family Foundation
Tulsa,
Oklahoma
|
$38.5万
|
-$13.7万
|
-868
|
-25%
|
|
