|
1976
|
Essential Investment Partners
Englewood,
Colorado
|
US$1.24만
|
–
|
–
|
–
|
|
|
1977
|
Bernard Wealth Management
Royal Oak,
Michigan
|
US$1.21만
|
–
|
–
|
–
|
|
|
1978
|
Global Trust Asset Management
West Palm Beach,
Florida
|
US$1.21만
|
-US$2.41만
|
-270
|
-70%
|
|
|
1979
|
Collier Financial
Denver,
Colorado
|
US$1.12만
|
–
|
–
|
–
|
|
|
1980
|
Dynamic Wealth Strategies
Granite Bay,
California
|
US$1.11만
|
–
|
–
|
–
|
|
|
1981
|
IMG Wealth Management
Jacksonville,
Florida
|
US$1.11만
|
+US$3.04천
|
+34
|
+47%
|
|
|
1982
|
Investors Portfolio Services
Puyallup,
Washington
|
US$1.1만
|
-US$2.95만
|
-330
|
-76%
|
|
|
1983
|
Penserra Capital Management
Orinda,
California
|
US$1.1만
|
+US$268
|
+3
|
+3%
|
|
|
1984
|
Principia Wealth Advisory
Dallas,
Texas
|
US$1.04만
|
+US$2.5천
|
+28
|
+38%
|
|
|
1985
|
Horrell Capital Management
Little Rock,
Arkansas
|
US$1.03만
|
–
|
–
|
–
|
|
|
1986
|
Richardson Capital Management
Menomonee Falls,
Wisconsin
|
US$1.03만
|
–
|
–
|
–
|
|
|
1987
|
Vision Retirement
Ridgewood,
New Jersey
|
US$1.03만
|
–
|
–
|
–
|
|
|
1988
|
Kerr Financial Planning
Fresno,
California
|
US$10천
|
+US$89
|
+1
|
+1%
|
|
|
1989
|
Hollencrest Capital Management
Newport Beach,
California
|
US$9.9천
|
-US$6.6천
|
-74
|
-44%
|
|
|
1990
|
Abound Wealth Management
Franklin,
Tennessee
|
US$9.5천
|
-US$1.63만
|
-183
|
-67%
|
|
|
1991
|
Comprehensive Financial Planning
East Petersburg,
Pennsylvania
|
US$9.41천
|
–
|
–
|
–
|
|
|
1992
|
Marquette Asset Management
Minneapolis,
Minnesota
|
US$9.31천
|
-US$4.11천
|
-46
|
-34%
|
|
|
1993
|
Golden State Equity Partners
South Coast Metro,
California
|
US$9.21천
|
-US$86.5만
|
-9,687
|
-99%
|
|
|
1994
|
Pin Oak Investment Advisors
Houston,
Texas
|
US$9천
|
+US$1.16천
|
+13
|
+18%
|
|
|
1995
|
Clark Wealth Partners
O'fallon,
Illinois
|
US$8.38천
|
+US$1.52천
|
+17
|
+27%
|
|
|
1996
|
Allied Private Wealth
Boca Raton,
Florida
|
US$8.25천
|
+US$7.05천
|
+79
|
신규
|
|
|
1997
|
Benson Wealth Management
Ooltewah, Tn,
Tennessee
|
US$8.07천
|
–
|
–
|
–
|
|
|
1998
|
High Note Wealth
Deephaven,
Minnesota
|
US$7.97천
|
+US$2.95천
|
+33
|
+75%
|
|
|
1999
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
US$7.76천
|
+US$2.68천
|
+30
|
+67%
|
|
|
2000
|
Planning Strategies
Lancaster,
Pennsylvania
|
US$7.76천
|
+US$6.7천
|
+75
|
신규
|
|
