|
1976
|
Accel Wealth Management
Waverly,
Iowa
|
$73K
|
–
|
–
|
–
|
|
|
1977
|
HighMark Wealth Management
St. Paul,
Minnesota
|
$73K
|
+$12.5K
|
+33
|
+14%
|
|
|
1978
|
Hexagon Capital Partners
Rogers,
Arkansas
|
$70K
|
+$3.78K
|
+10
|
+4%
|
|
|
1979
|
Core Wealth Advisors (Florida)
Lakeland,
Florida
|
$70K
|
+$96.9K
|
+256
|
New
|
|
|
1980
|
Richelieu Gestion
Paris,
France
|
$69K
|
+$94.6K
|
+250
|
New
|
|
|
1981
|
Core Alternative Capital
Peachtree Corners,
Georgia
|
$68K
|
+$5.3K
|
+14
|
+6%
|
|
|
1982
|
Advanced Research Investment Solutions
Los Angeles,
California
|
$68K
|
+$84.8K
|
+224
|
+1,018%
|
|
|
1983
|
Vienna Asset Management
Saratoga,
California
|
$67K
|
+$91.6K
|
+242
|
New
|
|
|
1984
|
Norway Savings Bank
Portland,
Maine
|
$66K
|
–
|
–
|
–
|
|
|
1985
|
Baystate Wealth Management
Boston,
Massachusetts
|
$66K
|
+$2.27K
|
+6
|
+3%
|
|
|
1986
|
Private Ocean
San Rafael,
California
|
$66K
|
+$7.19K
|
+19
|
+9%
|
|
|
1987
|
IMA Advisory Services
Denver,
Colorado
|
$65K
|
-$454K
|
-1,200
|
-83%
|
|
|
1988
|
Mine & Arao Wealth Creation & Management
Campbell,
California
|
$64K
|
–
|
–
|
–
|
|
|
1989
|
Worth Asset Management
Dallas,
Texas
|
$63K
|
-$6.05K
|
-16
|
-6%
|
|
|
1990
|
EARNEST Partners
Atlanta,
Georgia
|
$63K
|
–
|
–
|
–
|
|
|
1991
|
Sittner & Nelson
Eugene,
Oregon
|
$63K
|
+$28.4K
|
+75
|
+48%
|
|
|
1992
|
Dakota Community Bank & Trust
Hebron,
North Dakota
|
$63K
|
+$87K
|
+230
|
New
|
|
|
1993
|
Stephens Investment Management Group
Houston,
Texas
|
$61K
|
-$37.8K
|
-100
|
-31%
|
|
|
1994
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$61K
|
-$17.4K
|
-46
|
-17%
|
|
|
1995
|
Old Second National Bank of Aurora
Aurora,
Illinois
|
$60K
|
–
|
–
|
–
|
|
|
1996
|
Harbor Capital Advisors
Chicago,
Illinois
|
$58K
|
-$65.5K
|
-173
|
-45%
|
|
|
1997
|
Selective Wealth Management
Forest,
Virginia
|
$58K
|
-$37.8K
|
-100
|
-32%
|
|
|
1998
|
Bell Investment Advisors
Oakland,
California
|
$58K
|
-$11K
|
-29
|
-12%
|
|
|
1999
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$58K
|
-$2.27K
|
-6
|
-3%
|
|
|
2000
|
Moser Wealth Advisors
Bellevue,
Washington
|
$55K
|
-$22.7K
|
-60
|
-23%
|
|
