|
1976
|
Financial Management Network
Mission Viejo,
California
|
$191万
|
+$30.9万
|
+865
|
+20%
|
|
|
1977
|
Seal Cove Capital
Palo Alto,
California
|
$190万
|
-$35.8万
|
-1,000
|
-16%
|
|
|
1978
|
D.J. St. Germain
Springfield,
Massachusetts
|
$190万
|
-$1.43万
|
-40
|
-0.8%
|
|
|
1979
|
Harbor Group
Bedford,
New Hampshire
|
$190万
|
+$5,006
|
+14
|
+0.3%
|
|
|
1980
|
Realta Investment Advisors
Wilmington,
Delaware
|
$189万
|
-$10.4万
|
-292
|
-5%
|
|
|
1981
|
Objective Capital Management
Pepper Pike,
Ohio
|
$189万
|
-$5.51万
|
-154
|
-3%
|
|
|
1982
|
Ted Buchan & Co
San Diego,
California
|
$189万
|
–
|
–
|
–
|
|
|
1983
|
Morton Brown Family Wealth
Allentown,
Pennsylvania
|
$188万
|
+$6.44万
|
+180
|
+4%
|
|
|
1984
|
HWG Holdings
Houston,
Texas
|
$188万
|
–
|
–
|
–
|
|
|
1985
|
Hourglass Capital
Houston,
Texas
|
$187万
|
–
|
–
|
–
|
|
|
1986
|
Cahaba Wealth Management
Atlanta,
Georgia
|
$187万
|
-$10.7万
|
-300
|
-6%
|
|
|
1987
|
Windsor Advisory Group
Columbus,
Ohio
|
$187万
|
+$111万
|
+3,093
|
+158%
|
|
|
1988
|
Vilga Financial Planning
Fair Lawn,
New Jersey
|
$187万
|
+$1.93万
|
+54
|
+1%
|
|
|
1989
|
Dopkins Wealth Management
Williamsville,
New York
|
$187万
|
+$95.9万
|
+2,682
|
+114%
|
|
|
1990
|
Ascent Wealth Partners
New Hartford,
New York
|
$187万
|
-$82.7万
|
-2,314
|
-31%
|
|
|
1991
|
Solidarity Wealth
Lehi,
Utah
|
$187万
|
-$4,648
|
-13
|
-0.3%
|
|
|
1992
|
FourThought Financial Partners
Venice,
Florida
|
$186万
|
+$8.8万
|
+246
|
+5%
|
|
|
1993
|
Lane Brothers & Co
Prescott,
Arizona
|
$186万
|
–
|
–
|
–
|
|
|
1994
|
SageGuard Financial Group
Goodlettsville,
Tennessee
|
$186万
|
-$6,079
|
-17
|
-0.3%
|
|
|
1995
|
Pursue Wealth Partners
Clayton,
California
|
$186万
|
–
|
–
|
–
|
|
|
1996
|
Hanlon Investment Management
Egg Harbor Township,
New Jersey
|
$186万
|
+$1.97万
|
+55
|
+1%
|
|
|
1997
|
Harbour Capital Advisors
Tysons Corner,
Virginia
|
$186万
|
-$1.43万
|
-40
|
-0.8%
|
|
|
1998
|
BKM Wealth Management
Brookfield,
Wisconsin
|
$185万
|
-$7.44万
|
-208
|
-4%
|
|
|
1999
|
AtlasMark Financial
Austin,
Texas
|
$185万
|
–
|
–
|
–
|
|
|
2000
|
SmartHarvest Portfolios
Poulsbo,
Washington
|
$185万
|
–
|
–
|
–
|
|
