|
1976
|
Alesco Advisors
Pittsford,
New York
|
$311万
|
-$15.9万
|
-239
|
-5%
|
|
|
1977
|
|
$311万
|
+$4,666
|
+7
|
+0.2%
|
|
|
1978
|
Pacific Park Financial
Lagina Hills,
California
|
$310万
|
-$12.1万
|
-181
|
-4%
|
|
|
1979
|
Clarity Wealth Advisors
San Jose,
California
|
$308万
|
+$9.4万
|
+141
|
+3%
|
|
|
1980
|
Harmony Asset Management
Scottsdale,
Arizona
|
$307万
|
+$10.3万
|
+154
|
+4%
|
|
|
1981
|
Willow Creek Wealth Management
Sebastopol,
California
|
$307万
|
+$298万
|
+4,469
|
新規
|
|
|
1982
|
Gross & Hartman Investments
Leola,
Pennsylvania
|
$307万
|
+$2,667
|
+4
|
+0.1%
|
|
|
1983
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$307万
|
-$3.93万
|
-59
|
-1%
|
|
|
1984
|
Core Wealth Partners
Santa Rosa,
California
|
$306万
|
+$72.9万
|
+1,094
|
+33%
|
|
|
1985
|
Cherry Creek Investment Advisors
Englewood,
Colorado
|
$305万
|
-$22.5万
|
-338
|
-7%
|
|
|
1986
|
Michels Family Financial
Fort Worth,
Texas
|
$304万
|
+$9,333
|
+14
|
+0.3%
|
|
|
1987
|
Capasso Planning Partners
Charleston,
South Carolina
|
$304万
|
-$2万
|
-30
|
-0.7%
|
|
|
1988
|
Canada Life
Winnipeg,
Manitoba, Canada
|
$304万
|
-$146万
|
-2,185
|
-33%
|
|
|
1989
|
Pine Haven Investment Counsel
Fairhaven,
Massachusetts
|
$304万
|
–
|
–
|
–
|
|
|
1990
|
Optimist Retirement Group
Bellevue,
Washington
|
$302万
|
+$4,666
|
+7
|
+0.2%
|
|
|
1991
|
Kieckhefer Group
Mequon,
Wisconsin
|
$300万
|
+$6.6万
|
+99
|
+2%
|
|
|
1992
|
Panoramic Investment Advisors
Denver,
Colorado
|
$299万
|
-$3.73万
|
-56
|
-1%
|
|
|
1993
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$298万
|
+$2,000
|
+3
|
+0.1%
|
|
|
1994
|
Private Client Services
Louisville,
Kentucky
|
$298万
|
-$9.6万
|
-144
|
-3%
|
|
|
1995
|
Urban Financial Advisory Corp
Chicago,
Illinois
|
$298万
|
+$53.9万
|
+808
|
+23%
|
|
|
1996
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$298万
|
+$34.4万
|
+516
|
+14%
|
|
|
1997
|
Adamsbrown Wealth Consultants
Wichita,
Kansas
|
$296万
|
-$6,666
|
-10
|
-0.2%
|
|
|
1998
|
Tocqueville Asset Management
New York
|
$295万
|
+$16.4万
|
+246
|
+6%
|
|
|
1999
|
Basecamp Wealth Advisors
Bellevue,
Washington
|
$294万
|
+$1万
|
+15
|
+0.4%
|
|
|
2000
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$294万
|
+$75.5万
|
+1,132
|
+36%
|
|
