|
1976
|
Private Wealth Advisors (California)
Fresno,
California
|
$335K
|
+$710
|
+7
|
+0.2%
|
|
|
1977
|
Peddock Capital Advisors
Braintree,
Massachusetts
|
$335K
|
+$1.83K
|
+18
|
+0.6%
|
|
|
1978
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$334K
|
+$8.12K
|
+80
|
+3%
|
|
|
1979
|
Leo Brokerage
Hurst,
Texas
|
$334K
|
+$371K
|
+3,657
|
New
|
|
|
1980
|
Professional Advisory Services
Vero Beach,
Florida
|
$332K
|
–
|
–
|
–
|
|
|
1981
|
Sage Rhino Capital
Menlo Park,
California
|
$332K
|
+$507
|
+5
|
+0.2%
|
|
|
1982
|
Valmark Advisers
Akron,
Ohio
|
$330K
|
-$7.1K
|
-70
|
-2%
|
|
|
1983
|
Lowell Blake & Associates
Boston,
Massachusetts
|
$330K
|
+$3.55K
|
+35
|
+1%
|
|
|
1984
|
Providence Wealth Advisors
Frankfort,
Illinois
|
$329K
|
–
|
–
|
–
|
|
|
1985
|
CVA Family Office
Denver,
Colorado
|
$328K
|
–
|
–
|
–
|
|
|
1986
|
BTC Capital Management
Des Moines,
Iowa
|
$326K
|
–
|
–
|
–
|
|
|
1987
|
Foster & Motley
Cincinnati,
Ohio
|
$326K
|
+$3.55K
|
+35
|
+1%
|
|
|
1988
|
Lee Financial
Dallas,
Texas
|
$324K
|
–
|
–
|
–
|
|
|
1989
|
First National Bank of Hutchinson
Hutchinson,
Kansas
|
$323K
|
–
|
–
|
–
|
|
|
1990
|
Simon Quick Advisors
Morristown,
New Jersey
|
$323K
|
+$203
|
+2
|
+0.1%
|
|
|
1991
|
Indie Asset Partners
Carmel,
Indiana
|
$323K
|
+$8.12K
|
+80
|
+3%
|
|
|
1992
|
AIA Investment Management
Singapore
|
$323K
|
+$72.8K
|
+718
|
+32%
|
|
|
1993
|
Brave Asset Management
Summit,
New Jersey
|
$321K
|
–
|
–
|
–
|
|
|
1994
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$321K
|
+$3.25K
|
+32
|
+1%
|
|
|
1995
|
KFA Private Wealth Group
Tysons,
Virginia
|
$320K
|
+$298K
|
+2,941
|
New
|
|
|
1996
|
Dividend Assets Capital
Ridgeland,
South Carolina
|
$318K
|
–
|
–
|
–
|
|
|
1997
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$318K
|
–
|
–
|
–
|
|
|
1998
|
Cutler Group
San Francisco,
California
|
$317K
|
+$10.1K
|
+100
|
+4%
|
|
|
1999
|
|
$316K
|
-$29.4K
|
-290
|
-9%
|
|
|
2000
|
Ninety One (UK)
London,
United Kingdom
|
$316K
|
–
|
–
|
–
|
|
