|
1976
|
Graney & King
Latham,
New York
|
$1.35万
|
+$1.45万
|
+254
|
新規
|
|
|
1977
|
Macquarie Group
Sydney, NSW 2000,
Australia
|
$1.29万
|
-$19.6万
|
-3,424
|
-93%
|
|
|
1978
|
Financial Gravity Companies
Lakeway,
Texas
|
$1.29万
|
+$1.38万
|
+242
|
新規
|
|
|
1979
|
Nvest Wealth Strategies
Powell,
Ohio
|
$1.22万
|
–
|
–
|
–
|
|
|
1980
|
Smallwood Wealth Investment Management
Red Bank,
New Jersey
|
$1.18万
|
–
|
–
|
–
|
|
|
1981
|
Chapman Financial Group
Kailua,
Hawaii
|
$1.17万
|
–
|
–
|
–
|
|
|
1982
|
Greykasell Wealth Strategies
Danville,
California
|
$1.17万
|
-$2,516
|
-44
|
-17%
|
|
|
1983
|
Silicon Valley Capital Partners
San Jose,
California
|
$1.15万
|
–
|
–
|
–
|
|
|
1984
|
Bernard Wealth Management
Royal Oak,
Michigan
|
$1.12万
|
-$4,574
|
-80
|
-27%
|
|
|
1985
|
Hamrick Investment Counsel
Seattle,
Washington
|
$1.09万
|
+$114
|
+2
|
+1%
|
|
|
1986
|
Provenance Wealth Advisors
Fort Lauderdale,
Florida
|
$1.06万
|
–
|
–
|
–
|
|
|
1987
|
Newton One Investments
Newark,
Delaware
|
$1.06万
|
+$1.14万
|
+200
|
新規
|
|
|
1988
|
First PREMIER Bank
Sioux Falls,
South Dakota
|
$1万
|
-$3,602
|
-63
|
-25%
|
|
|
1989
|
Versant Capital Management
Phoenix,
Arizona
|
$9,560
|
-$10万
|
-1,744
|
-91%
|
|
|
1990
|
City State Bank
Norwalk,
Iowa
|
$9,560
|
–
|
–
|
–
|
|
|
1991
|
Planning Strategies
Lancaster,
Pennsylvania
|
$9,351
|
+$1.01万
|
+176
|
新規
|
|
|
1992
|
|
$9,294
|
+$8,977
|
+157
|
新規
|
|
|
1993
|
Wolff Wiese Magana
Carslbad,
California
|
$9,070
|
-$172
|
-3
|
-2%
|
|
|
1994
|
Robinswood Financial
Kirkland,
Washington
|
$9,065
|
+$4,460
|
+78
|
+85%
|
|
|
1995
|
|
$8,359
|
+$57
|
+1
|
+0.6%
|
|
|
1996
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$8,179
|
+$1,944
|
+34
|
+28%
|
|
|
1997
|
Core Alternative Capital
Peachtree Corners,
Georgia
|
$7,967
|
–
|
–
|
–
|
|
|
1998
|
Acumen Wealth Advisors
Chattanooga,
Tennessee
|
$7,967
|
+$8,577
|
+150
|
新規
|
|
|
1999
|
Asset Dedication LLC
San Francisco,
California
|
$7,653
|
-$1,029
|
-18
|
-11%
|
|
|
2000
|
Eukles Asset Management
Cincinnati,
Ohio
|
$7,648
|
-$572
|
-10
|
-6%
|
|
