|
1976
|
Catalyst Financial Partners
Boston,
Massachusetts
|
$55.3万
|
-$19.1万
|
-914
|
-26%
|
|
|
1977
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$55.3万
|
+$418
|
+2
|
+0.1%
|
|
|
1978
|
Ironwood Investment Counsel
Scottsdale,
Arizona
|
$55.1万
|
+$2.88万
|
+138
|
+6%
|
|
|
1979
|
Portland Global Advisors
Portland,
Maine
|
$55万
|
–
|
–
|
–
|
|
|
1980
|
XP Advisory US
Miami,
Florida
|
$54.9万
|
+$52.6万
|
+2,520
|
新規
|
|
|
1981
|
Opulen Financial Group
Arlington,
Virginia
|
$54.8万
|
+$1.04万
|
+50
|
+2%
|
|
|
1982
|
Means Investment Company
Bangor,
Maine
|
$54.8万
|
+$2,506
|
+12
|
+0.5%
|
|
|
1983
|
Financial Insights
Tacoma,
Washington
|
$54.6万
|
–
|
–
|
–
|
|
|
1984
|
Ground Swell Capital
Folly Beach,
South Carolina
|
$54.4万
|
+$52.2万
|
+2,498
|
新規
|
|
|
1985
|
Stockman Wealth Management
Billings,
Montana
|
$54.3万
|
+$21.3万
|
+1,020
|
+69%
|
|
|
1986
|
Ankerstar Wealth
Leander,
Texas
|
$54.1万
|
-$1.06万
|
-51
|
-2%
|
|
|
1987
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$54.1万
|
+$6.56万
|
+314
|
+14%
|
|
|
1988
|
Bryant Woods Investment Advisors
Getzville,
New York
|
$53.9万
|
–
|
–
|
–
|
|
|
1989
|
Cidel Asset Management
Toronto, Ontario,
Ontario, Canada
|
$53.9万
|
–
|
–
|
–
|
|
|
1990
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$53.8万
|
+$1.84万
|
+88
|
+4%
|
|
|
1991
|
|
$53.8万
|
+$1,879
|
+9
|
+0.4%
|
|
|
1992
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$53.7万
|
-$4.68万
|
-224
|
-8%
|
|
|
1993
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$53.5万
|
+$4,803
|
+23
|
+0.9%
|
|
|
1994
|
Integral Investment Advisors
Turlock,
California
|
$53.4万
|
+$1.78万
|
+85
|
+4%
|
|
|
1995
|
Petra Financial Advisors
Colorado Srpings,
Colorado
|
$53.3万
|
+$51.1万
|
+2,448
|
新規
|
|
|
1996
|
Able Wealth Management
Toms River,
New Jersey
|
$53.3万
|
+$1.82万
|
+87
|
+4%
|
|
|
1997
|
Carr Financial Group
Worcester,
Massachusetts
|
$53.3万
|
+$1,462
|
+7
|
+0.3%
|
|
|
1998
|
Traynor Capital Management
Malvern,
Pennsylvania
|
$53.3万
|
+$3.59万
|
+172
|
+8%
|
|
|
1999
|
Bangor Savings Bank
Bangor,
Maine
|
$53.2万
|
+$8.77万
|
+420
|
+21%
|
|
|
2000
|
Claro Advisors
Boston,
Massachusetts
|
$53.2万
|
-$9.8万
|
-467
|
-16%
|
|
