|
1976
|
Financial Sense Advisors
San Diego,
California
|
–
|
-$21.4万
|
-4,331
|
解消
|
|
|
1977
|
Cottage Street Advisors
Marion,
Massachusetts
|
–
|
-$21.3万
|
-4,315
|
解消
|
|
|
1978
|
Canopy Partners
Cincinnati,
Ohio
|
–
|
-$21.3万
|
-4,311
|
解消
|
|
|
1979
|
Fi3 Financial Advisors
Indianapolis,
Indiana
|
–
|
-$21.2万
|
-4,285
|
解消
|
|
|
1980
|
Insight Wealth Strategies
San Ramon,
California
|
–
|
-$21万
|
-4,263
|
解消
|
|
|
1981
|
Clear Creek Financial Management
Silverdale,
Washington
|
–
|
-$20.9万
|
-4,242
|
解消
|
|
|
1982
|
Wellington Management Group
Boston,
Massachusetts
|
–
|
-$20.5万
|
-4,147
|
解消
|
|
|
1983
|
Retirement Planning Company of New England
Warwick,
Rhode Island
|
–
|
-$20.2万
|
-4,088
|
解消
|
|
|
1984
|
Sierra Summit Advisors
Incline Village,
Nevada
|
–
|
-$20万
|
-4,060
|
解消
|
|
|
1985
|
Bank of Jackson Hole Trust
Jackson,
Wyoming
|
–
|
-$19.7万
|
-4,000
|
解消
|
|
|
1986
|
True Link Financial Advisors
San Francisco,
California
|
–
|
-$18.4万
|
-3,718
|
解消
|
|
|
1987
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
–
|
-$18.1万
|
-3,654
|
解消
|
|
|
1988
|
Missouri Trust & Investment Company
Springfield,
Missouri
|
–
|
-$17.2万
|
-3,484
|
解消
|
|
|
1989
|
Clayton Financial Group
St. Louis,
Missouri
|
–
|
-$16.7万
|
-3,391
|
解消
|
|
|
1990
|
Twin Peaks Wealth Advisors
Burlingame,
California
|
–
|
-$15.8万
|
-3,206
|
解消
|
|
|
1991
|
Global Wealth Strategies & Associates
Denver,
Colorado
|
–
|
-$15万
|
-3,047
|
解消
|
|
|
1992
|
Windsor Advisory Group
Columbus,
Ohio
|
–
|
-$13.1万
|
-2,645
|
解消
|
|
|
1993
|
Root Financial Partners
Encinitas,
California
|
–
|
-$10.8万
|
-2,195
|
解消
|
|
|
1994
|
Price Financial Group Wealth Management
Portland,
Oregon
|
–
|
-$11万
|
-2,087
|
解消
|
|
|
1995
|
Wellington Group
Indianapolis,
Indiana
|
–
|
-$9.7万
|
-1,970
|
解消
|
|
|
1996
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
–
|
-$8.21万
|
-1,663
|
解消
|
|
|
1997
|
Lazard Asset Management
New York
|
–
|
-$7.04万
|
-1,425
|
解消
|
|
|
1998
|
Scarborough Advisors
Annapolis,
Maryland
|
–
|
-$5.73万
|
-1,160
|
解消
|
|
|
1999
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
–
|
-$4.54万
|
-920
|
解消
|
|
|
2000
|
|
–
|
-$4.15万
|
-840
|
解消
|
|
