|
1976
|
Sharper & Granite
El Segundo,
California
|
US$38만
|
+US$13.7만
|
+1,140
|
+59%
|
|
|
1977
|
Left Brain Wealth Management
Naperville,
Illinois
|
US$37.9만
|
–
|
–
|
–
|
|
|
1978
|
Hager Investment Management Services
New London,
New Hampshire
|
US$37.9만
|
-US$3.98천
|
-33
|
-1%
|
|
|
1979
|
Carson Advisory
Athens,
Georgia
|
US$37.9만
|
-US$3.98천
|
-33
|
-1%
|
|
|
1980
|
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
|
US$37.9만
|
–
|
–
|
–
|
|
|
1981
|
Fi3 Financial Advisors
Indianapolis,
Indiana
|
US$37.8만
|
+US$11.1만
|
+924
|
신규
|
|
|
1982
|
Kellett Wealth Advisors
Cincinnati,
Ohio
|
US$37.7만
|
+US$121
|
+1
|
+0%
|
|
|
1983
|
Grandfield & Dodd
New York
|
US$37.6만
|
-US$9.6천
|
-80
|
-3%
|
|
|
1984
|
HM Payson & Co
Portland,
Maine
|
US$37.5만
|
–
|
–
|
–
|
|
|
1985
|
Charles Schwab Trust
Henderson,
Nevada
|
US$37.5만
|
–
|
–
|
–
|
|
|
1986
|
ARQ Wealth Advisors
Scottsdale,
Arizona
|
US$37.4만
|
-US$47.3만
|
-3,920
|
-56%
|
|
|
1987
|
Family Office Research
Bethesda,
Maryland
|
US$37.4만
|
+US$362
|
+3
|
+0.1%
|
|
|
1988
|
Shufro Rose & Co
New York
|
US$37.4만
|
-US$1.96만
|
-163
|
-5%
|
|
|
1989
|
Bedminster
Bluffton,
South Carolina
|
US$37.4만
|
–
|
–
|
–
|
|
|
1990
|
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
|
US$37.4만
|
–
|
–
|
–
|
|
|
1991
|
North Star Asset Management
Neenah,
Wisconsin
|
US$37.4만
|
–
|
–
|
–
|
|
|
1992
|
Penobscot Wealth Management
Portland,
Maine
|
US$37.3만
|
+US$4.21만
|
+349
|
+13%
|
|
|
1993
|
Oak Harvest Investment Services
Houston,
Texas
|
US$37.3만
|
+US$121
|
+1
|
+0%
|
|
|
1994
|
Legacy Bridge
West Des Moines,
Iowa
|
US$37.3만
|
–
|
–
|
–
|
|
|
1995
|
Lavaca Capital
Houston,
Texas
|
US$37.1만
|
+US$36만
|
+2,988
|
신규
|
|
|
1996
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
US$37만
|
-US$4.15만
|
-344
|
-10%
|
|
|
1997
|
Opulen Financial Group
Arlington,
Virginia
|
US$36.9만
|
+US$121
|
+1
|
+0%
|
|
|
1998
|
Tiller Private Wealth
Bethlehem,
Pennsylvania
|
US$36.9만
|
–
|
–
|
–
|
|
|
1999
|
Brave Asset Management
Summit,
New Jersey
|
US$36.9만
|
–
|
–
|
–
|
|
|
2000
|
Parcion Private Wealth
Bellevue,
Washington
|
US$36.9만
|
–
|
–
|
–
|
|
