|
1976
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$48.9万
|
-$2,101
|
-8
|
-0.5%
|
|
|
1977
|
Intelligent Financial Strategies
Excelsior,
Minnesota
|
$48.9万
|
–
|
–
|
–
|
|
|
1978
|
Granville Capital
Greensboro,
North Carolina
|
$48.9万
|
-$1.13万
|
-43
|
-2%
|
|
|
1979
|
Successful Portfolios
Clearwater,
Florida
|
$48.8万
|
-$1.42万
|
-54
|
-3%
|
|
|
1980
|
Mason & Associates (California)
Los Angeles,
California
|
$48.7万
|
–
|
–
|
–
|
|
|
1981
|
Symphony Financial
Houston,
Texas
|
$48.6万
|
+$3.65万
|
+139
|
+8%
|
|
|
1982
|
Trust Company of Kansas
Wichita,
Kansas
|
$48.6万
|
+$6.56万
|
+250
|
+16%
|
|
|
1983
|
Independent Solutions Wealth Management
Williamsville,
New York
|
$48.6万
|
-$4,989
|
-19
|
-1%
|
|
|
1984
|
Income Insurance Ltd
Singapore,
|
$48.5万
|
–
|
–
|
–
|
|
|
1985
|
Key Financial Inc
West Chester,
Pennsylvania
|
$48.5万
|
-$9,978
|
-38
|
-2%
|
|
|
1986
|
Tradewinds Capital Management
Bellingham,
Washington
|
$48.4万
|
-$1.97万
|
-75
|
-4%
|
|
|
1987
|
Groupe la Francaise
Paris,
France
|
$48.3万
|
+$1.18万
|
+45
|
+3%
|
|
|
1988
|
Steelhead Wealth Management
Glen Allen,
Virginia
|
$48.1万
|
-$2.18万
|
-83
|
-4%
|
|
|
1989
|
Talon Private Wealth
The Villages,
Florida
|
$48.1万
|
+$1.73万
|
+66
|
+4%
|
|
|
1990
|
River Street Advisors
Aurora,
Illinois
|
$47.9万
|
–
|
–
|
–
|
|
|
1991
|
Titleist Asset Management
San Antonio,
Texas
|
$47.6万
|
-$71.7万
|
-2,729
|
-61%
|
|
|
1992
|
VELA Investment Management
New Albany,
Ohio
|
$47.5万
|
-$3,414
|
-13
|
-0.7%
|
|
|
1993
|
Members Trust
Tampa,
Florida
|
$47.5万
|
+$4.57万
|
+174
|
+11%
|
|
|
1994
|
Impact Partnership Wealth
Marietta,
Georgia
|
$47.5万
|
+$5.49万
|
+209
|
+14%
|
|
|
1995
|
Aristotle Capital Management
Los Angeles,
California
|
$47.5万
|
–
|
–
|
–
|
|
|
1996
|
M. Kraus & Co
Shelburne,
Vermont
|
$47.4万
|
–
|
–
|
–
|
|
|
1997
|
denkapparat Operations
Berlin,
Germany
|
$47.4万
|
–
|
–
|
–
|
|
|
1998
|
Convergence Financial
Columbia,
Missouri
|
$47.3万
|
+$525
|
+2
|
+0.1%
|
|
|
1999
|
Hohimer Wealth Management
Seattle,
Washington
|
$47.2万
|
+$4,464
|
+17
|
+1%
|
|
|
2000
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$47.2万
|
–
|
–
|
–
|
|
