|
1976
|
Silvant Capital Management
Atlanta,
Georgia
|
$23.3万
|
–
|
–
|
–
|
|
|
1977
|
Tucker Asset Management
Littleton,
Colorado
|
$23.2万
|
-$2.25万
|
-101
|
-9%
|
|
|
1978
|
Patten & Patten
Chattanooga,
Tennessee
|
$23.1万
|
-$4,671
|
-21
|
-2%
|
|
|
1979
|
Wealth Alliance
Mellville,
New York
|
$23.1万
|
-$222
|
-1
|
-0.1%
|
|
|
1980
|
Financial Guidance Group
Palm Harbor,
Florida
|
$23万
|
–
|
–
|
–
|
|
|
1981
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$23万
|
-$445
|
-2
|
-0.2%
|
|
|
1982
|
Insight Wealth Strategies
San Ramon,
California
|
$22.9万
|
-$280万
|
-12,578
|
-92%
|
|
|
1983
|
Inscription Capital
Houston,
Texas
|
$22.9万
|
-$1.33万
|
-60
|
-6%
|
|
|
1984
|
Charter Research & Investment Group
Southport,
Connecticut
|
$22.8万
|
–
|
–
|
–
|
|
|
1985
|
Congress Park Capital
Saratoga Springs,
New York
|
$22.8万
|
+$22.8万
|
+1,025
|
新規
|
|
|
1986
|
Medallion Wealth Advisors
Farmington,
Connecticut
|
$22.8万
|
-$1.33万
|
-60
|
-6%
|
|
|
1987
|
Warren Street Wealth Advisors
Newport Beach,
California
|
$22.8万
|
-$7,784
|
-35
|
-3%
|
|
|
1988
|
Voleon Capital Management
Berkeley,
California
|
$22.6万
|
+$22.6万
|
+1,016
|
新規
|
|
|
1989
|
Maridea Wealth Management
Brooklyn,
New York
|
$22.6万
|
+$22.6万
|
+1,015
|
新規
|
|
|
1990
|
Schear Investment Advisers
Cincinnati,
Ohio
|
$22.6万
|
+$2.36万
|
+106
|
+12%
|
|
|
1991
|
German American Bancorp
Jasper,
Indiana
|
$22.6万
|
–
|
–
|
–
|
|
|
1992
|
Cromwell Holdings
Jackson,
Wyoming
|
$22.5万
|
–
|
–
|
–
|
|
|
1993
|
Rayburn West Financial Services
Nashville,
Tennessee
|
$22.5万
|
–
|
–
|
–
|
|
|
1994
|
Rodgers Brothers
Harmony,
Pennsylvania
|
$22.5万
|
–
|
–
|
–
|
|
|
1995
|
McCarter Private Wealth Services
Boston,
Massachusetts
|
$22.4万
|
-$15万
|
-673
|
-40%
|
|
|
1996
|
OneFund LLC
Saint Petersburg,
Florida
|
$22.4万
|
-$2,669
|
-12
|
-1%
|
|
|
1997
|
GTS Securities
Miami,
Florida
|
$22.4万
|
-$12.8万
|
-574
|
-36%
|
|
|
1998
|
Autumn Glory Partners
Dallas,
Texas
|
$22.4万
|
+$445
|
+2
|
+0.2%
|
|
|
1999
|
Kelsey Financial
Moorpark,
California
|
$22.3万
|
–
|
–
|
–
|
|
|
2000
|
Alan B. Lancz & Associates
Toledo,
Ohio
|
$22.3万
|
–
|
–
|
–
|
|
