|
1976
|
Malaga Cove Capital
Pv Estates,
California
|
$24.9万
|
-$147
|
-2
|
-0.1%
|
|
|
1977
|
Fort Sheridan Advisors
Highland Park,
Illinois
|
$24.8万
|
+$1.1万
|
+150
|
+5%
|
|
|
1978
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$24.8万
|
+$2.02万
|
+276
|
+9%
|
|
|
1979
|
Independent Wealth Network
Urbandale,
Iowa
|
$24.7万
|
+$1.49万
|
+203
|
+6%
|
|
|
1980
|
McIntyre, Freedman & Flynn Investment Advisers
Orleans,
Massachusetts
|
$24.5万
|
–
|
–
|
–
|
|
|
1981
|
WealthCollab
Bellevue,
Washington
|
$24.5万
|
–
|
–
|
–
|
|
|
1982
|
Curated Wealth Partners
El Segundo,
California
|
$24.5万
|
-$41.8万
|
-5,698
|
-63%
|
|
|
1983
|
Claret Asset Management
Montreal,
Quebec, Canada
|
$24.4万
|
+$24.7万
|
+3,375
|
新規
|
|
|
1984
|
H&H Retirement Design & Management
Las Vegas,
Nevada
|
$24.2万
|
-$2.09万
|
-285
|
-8%
|
|
|
1985
|
Simplify Asset Management
Las Vegas,
Nevada
|
$24.2万
|
+$4,400
|
+60
|
+2%
|
|
|
1986
|
BCS Private Wealth Management
Rumson,
New Jersey
|
$24.2万
|
+$24.5万
|
+3,347
|
新規
|
|
|
1987
|
Tevis Investment Management
Plano,
Texas
|
$24.1万
|
-$1.17万
|
-160
|
-5%
|
|
|
1988
|
Sherry Group
Mountain Home,
Arkansas
|
$24万
|
-$5.72万
|
-780
|
-20%
|
|
|
1989
|
Daner Wealth Management
Alpharetta,
Georgia
|
$24万
|
+$1,100
|
+15
|
+0.5%
|
|
|
1990
|
Twin Peaks Wealth Advisors
Burlingame,
California
|
$24万
|
-$2.57万
|
-351
|
-10%
|
|
|
1991
|
Van Diest Capital
Poly City,
Iowa
|
$24万
|
-$8.18万
|
-1,115
|
-25%
|
|
|
1992
|
Cape Ann Savings Bank
Glocuster,
Massachusetts
|
$24万
|
-$1.1万
|
-150
|
-4%
|
|
|
1993
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$23.9万
|
+$24.3万
|
+3,318
|
新規
|
|
|
1994
|
LaFleur & Godfrey
Grand Rapids,
Michigan
|
$23.9万
|
+$24.3万
|
+3,316
|
新規
|
|
|
1995
|
SPWM Advisors
Traverse City,
Michigan
|
$23.8万
|
-$8.43万
|
-1,149
|
-26%
|
|
|
1996
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Warsaw,
Poland
|
$23.8万
|
+$4.4万
|
+600
|
+22%
|
|
|
1997
|
Morangie Management
Vero Beach,
Florida
|
$23.7万
|
-$4.99万
|
-680
|
-17%
|
|
|
1998
|
Worth Asset Management
Dallas,
Texas
|
$23.7万
|
-$1,760
|
-24
|
-0.7%
|
|
|
1999
|
IFG Advisory
Atlanta,
Georgia
|
$23.6万
|
+$24万
|
+3,268
|
新規
|
|
|
2000
|
Channel Wealth
Santa Barbara,
California
|
$23.5万
|
-$509万
|
-69,473
|
-96%
|
|
