|
1976
|
|
$31K
|
-$4.17K
|
-53
|
-11%
|
|
|
1977
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$30K
|
-$1.58M
|
-20,085
|
-98%
|
|
|
1978
|
Salomon & Ludwin
Richmond,
Virginia
|
$30K
|
-$2.67K
|
-34
|
-8%
|
|
|
1979
|
Kelly Financial Services
Braintree,
Massachusetts
|
$29.8K
|
+$786
|
+10
|
+3%
|
|
|
1980
|
Harvest Group Wealth Management
Waltham,
Massachusetts
|
$29K
|
-$15.7K
|
-200
|
-33%
|
|
|
1981
|
Camarda Financial Advisors
Fleming Island,
Florida
|
$29K
|
-$13.5K
|
-172
|
-30%
|
|
|
1982
|
MV Capital Management
Bethesda,
Maryland
|
$29K
|
-$1.34K
|
-17
|
-4%
|
|
|
1983
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$29K
|
–
|
–
|
–
|
|
|
1984
|
Arbor Wealth Management (Florida)
Miramar Beach,
Florida
|
$28K
|
+$30.2K
|
+384
|
New
|
|
|
1985
|
Pacific Center for Financial Services
San Ramon,
California
|
$27K
|
–
|
–
|
–
|
|
|
1986
|
Macroview Investment Management
Bethesda,
Maryland
|
$25K
|
+$314
|
+4
|
+1%
|
|
|
1987
|
Weaver Consulting Group
Huntington Beach,
California
|
$23K
|
–
|
–
|
–
|
|
|
1988
|
Cowen Prime Advisors
New York
|
$22K
|
–
|
–
|
–
|
|
|
1989
|
Mercer Capital Advisers
Little Silver,
New Jersey
|
$22K
|
–
|
–
|
–
|
|
|
1990
|
Next Capital Management
New York
|
$22K
|
+$23.5K
|
+299
|
New
|
|
|
1991
|
Orrstown Financial Services
Harrisburg,
Pennsylvania
|
$22K
|
+$23.8K
|
+303
|
New
|
|
|
1992
|
|
$20K
|
–
|
–
|
–
|
|
|
1993
|
Edge Wealth Management
New York
|
$20K
|
+$21.9K
|
+278
|
New
|
|
|
1994
|
Tower View Wealth Management
Shorewood,
Wisconsin
|
$19K
|
+$236
|
+3
|
+1%
|
|
|
1995
|
HWG Holdings
Houston,
Texas
|
$18K
|
–
|
–
|
–
|
|
|
1996
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$18K
|
–
|
–
|
–
|
|
|
1997
|
Ironwood Financial
Tucson,
Arizona
|
$16K
|
–
|
–
|
–
|
|
|
1998
|
C-J Advisory
San Jose,
California
|
$15K
|
–
|
–
|
–
|
|
|
1999
|
Fusion Family Wealth
Woodbury,
New York
|
$15K
|
+$8.41K
|
+107
|
+104%
|
|
|
2000
|
JCIC Asset Management
Toronto,
Ontario, Canada
|
$14K
|
–
|
–
|
–
|
|
