|
1976
|
Legacy Private Trust
Neenah,
Wisconsin
|
$59.4万
|
-$8,414
|
-100
|
-1%
|
|
|
1977
|
Ballast Rock Private Wealth
Charleston,
South Carolina
|
$59.2万
|
+$168
|
+2
|
+0%
|
|
|
1978
|
Astoria Portfolio Advisors
New York
|
$59.2万
|
+$57.9万
|
+6,876
|
新規
|
|
|
1979
|
Portland Global Advisors
Portland,
Maine
|
$59万
|
–
|
–
|
–
|
|
|
1980
|
Bailard
Foster City,
California
|
$58.8万
|
+$421
|
+5
|
+0.1%
|
|
|
1981
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$58.8万
|
+$30.6万
|
+3,635
|
+114%
|
|
|
1982
|
Tranquility Partners
Brentwood,
Tennessee
|
$58.7万
|
+$17.6万
|
+2,093
|
+44%
|
|
|
1983
|
INVST
Indianapolis,
Indiana
|
$58.6万
|
+$5.44万
|
+647
|
+11%
|
|
|
1984
|
LexAurum Advisors
Overland Park,
Kansas
|
$58.5万
|
-$11.2万
|
-1,335
|
-16%
|
|
|
1985
|
Alpha Zero
Boca Raton,
Florida
|
$58.4万
|
+$56.8万
|
+6,749
|
新規
|
|
|
1986
|
BSW Wealth Partners
Boulder,
Colorado
|
$58.3万
|
+$337
|
+4
|
+0.1%
|
|
|
1987
|
North Forty Two & Co
Lake Oswego,
Oregon
|
$58.3万
|
+$252
|
+3
|
+0%
|
|
|
1988
|
Fidelity D&D Bancorp
Dunmore,
Pennsylvania
|
$58.1万
|
–
|
–
|
–
|
|
|
1989
|
Widmann Financial Services
Bowie,
Maryland
|
$58万
|
–
|
–
|
–
|
|
|
1990
|
Pachira Investments
Dana Point,
California
|
$58万
|
-$2.19万
|
-260
|
-4%
|
|
|
1991
|
MBE Wealth Management
Tomah,
Wisconsin
|
$57.9万
|
-$2,777
|
-33
|
-0.5%
|
|
|
1992
|
TriaGen Wealth Management
Calabasas,
California
|
$57.7万
|
–
|
–
|
–
|
|
|
1993
|
Spirepoint Private Client
Vero Beach,
Florida
|
$57.6万
|
+$3.95万
|
+470
|
+8%
|
|
|
1994
|
CMG Global Holdings
Plano,
Texas
|
$57.6万
|
+$56.3万
|
+6,690
|
新規
|
|
|
1995
|
First Nebraska Trust
Lincoln,
Nebraska
|
$57.4万
|
+$1.31万
|
+156
|
+2%
|
|
|
1996
|
Flywheel Private Wealth
Los Altos,
California
|
$57.3万
|
+$8.4万
|
+998
|
+18%
|
|
|
1997
|
Invested Advisors
State College,
Pennsylvania
|
$57.3万
|
+$55.9万
|
+6,649
|
新規
|
|
|
1998
|
Payne Capital
Lake Oswego,
Oregon
|
$57.3万
|
–
|
–
|
–
|
|
|
1999
|
Salus Financial Advisors
Colorado Springs,
Colorado
|
$57.2万
|
–
|
–
|
–
|
|
|
2000
|
Washington Trust
Westerly,
Rhode Island
|
$57.1万
|
–
|
–
|
–
|
|
