|
1976
|
Joule Financial
Lexington,
Kentucky
|
$176万
|
-$7,954
|
-20
|
-0.5%
|
|
|
1977
|
Unison Asset Management
North Miami Beach,
Florida
|
$176万
|
–
|
–
|
–
|
|
|
1978
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$176万
|
-$33.5万
|
-842
|
-17%
|
|
|
1979
|
Cloud Capital Management
Seattle,
Washington
|
$176万
|
+$14.6万
|
+366
|
+10%
|
|
|
1980
|
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
|
$176万
|
+$6.05万
|
+152
|
+4%
|
|
|
1981
|
Central Valley Advisors
Sacramento,
California
|
$176万
|
-$1.67万
|
-42
|
-1%
|
|
|
1982
|
Baring Financial
Bellingham,
Washington
|
$175万
|
-$9.35万
|
-235
|
-5%
|
|
|
1983
|
Cornell Pochily Investment Advisors
Ithaca,
New York
|
$175万
|
–
|
–
|
–
|
|
|
1984
|
Rockbridge Investment Management
Syracuse,
New York
|
$175万
|
+$1.27万
|
+32
|
+0.8%
|
|
|
1985
|
Beacon Financial Group
Dallas,
Texas
|
$175万
|
+$14.9万
|
+374
|
+10%
|
|
|
1986
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$175万
|
+$3.1万
|
+78
|
+2%
|
|
|
1987
|
Global Trust Wealth Management
West Palm Beach,
Florida
|
$174万
|
+$11.5万
|
+288
|
+7%
|
|
|
1988
|
North Dallas Bank & Trust
Dallas,
Texas
|
$174万
|
+$4.97万
|
+125
|
+3%
|
|
|
1989
|
Opal Capital
Boca Raton,
Florida
|
$174万
|
+$29万
|
+728
|
+21%
|
|
|
1990
|
Howard Capital Management Group
Los Angeles,
California
|
$174万
|
-$1.99万
|
-50
|
-1%
|
|
|
1991
|
Sara-Bay Financial
Sarasota,
Florida
|
$174万
|
+$164万
|
+4,129
|
新規
|
|
|
1992
|
Hanover Advisors
Seneca,
South Carolina
|
$174万
|
+$7.87万
|
+198
|
+5%
|
|
|
1993
|
Goldenstone Wealth Management
El Dorado Hills,
California
|
$174万
|
+$10.5万
|
+264
|
+7%
|
|
|
1994
|
Hoxton Planning & Management
Shepherdstown,
West Virginia
|
$173万
|
+$4.34万
|
+109
|
+3%
|
|
|
1995
|
Beaton Management Company
Haverhill,
Massachusetts
|
$173万
|
–
|
–
|
–
|
|
|
1996
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$173万
|
+$1.39万
|
+35
|
+0.9%
|
|
|
1997
|
Generation Capital Management
Pittsford,
New York
|
$172万
|
-$5.21万
|
-131
|
-3%
|
|
|
1998
|
Pinnacle Wealth Management
Roseville,
California
|
$172万
|
-$20.8万
|
-524
|
-11%
|
|
|
1999
|
TriaGen Wealth Management
Calabasas,
California
|
$172万
|
–
|
–
|
–
|
|
|
2000
|
OneAscent Family Office
Birmingham,
Alabama
|
$172万
|
+$10.5万
|
+265
|
+7%
|
|
