|
1976
|
True Link Financial Advisors
San Francisco,
California
|
$41.6K
|
+$47.4K
|
+171
|
New
|
|
|
1977
|
|
$40.8K
|
+$277
|
+1
|
+0.6%
|
|
|
1978
|
Pingora Partners
Wilson,
Wyoming
|
$40.1K
|
–
|
–
|
–
|
|
|
1979
|
Private Wealth Management Group
Princeton,
New Jersey
|
$39.6K
|
-$5.54K
|
-20
|
-11%
|
|
|
1980
|
Key Financial Inc
West Chester,
Pennsylvania
|
$39.6K
|
-$6.09K
|
-22
|
-12%
|
|
|
1981
|
GoalVest Advisory
New York
|
$39.4K
|
–
|
–
|
–
|
|
|
1982
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$38.9K
|
+$1.66K
|
+6
|
+4%
|
|
|
1983
|
Community Bank
Dewitt,
New York
|
$37.4K
|
–
|
–
|
–
|
|
|
1984
|
J. Safra Asset Management
New York
|
$36.9K
|
-$360K
|
-1,300
|
-90%
|
|
|
1985
|
Financial Perspectives
Minneapolis,
Minnesota
|
$36.7K
|
–
|
–
|
–
|
|
|
1986
|
Fourth Dimension Wealth
Middleburg Heights,
Ohio
|
$36.5K
|
–
|
–
|
–
|
|
|
1987
|
WPG Advisers
Baltimore,
Maryland
|
$36.5K
|
+$7.2K
|
+26
|
+21%
|
|
|
1988
|
CrossGen Wealth
Greenville,
North Carolina
|
$35.7K
|
–
|
–
|
–
|
|
|
1989
|
Quaker Wealth Management
Moorestown,
New Jersey
|
$35.2K
|
-$109K
|
-392
|
-73%
|
|
|
1990
|
Catalyst Capital Advisors
Huntington,
New York
|
$35.2K
|
-$5.26K
|
-19
|
-12%
|
|
|
1991
|
Bank of Jackson Hole Trust
Jackson,
Wyoming
|
$35.2K
|
-$1.94K
|
-7
|
-5%
|
|
|
1992
|
Bard Associates
Chicago,
Illinois
|
$34.8K
|
+$39.6K
|
+143
|
New
|
|
|
1993
|
Kemnay Advisory Services
New York
|
$34.5K
|
-$6.92K
|
-25
|
-15%
|
|
|
1994
|
Smallwood Wealth Investment Management
Red Bank,
New Jersey
|
$34.5K
|
-$6.92K
|
-25
|
-15%
|
|
|
1995
|
TD Capital Management
Memphis,
Tennessee
|
$34K
|
+$5.26K
|
+19
|
+16%
|
|
|
1996
|
Performa Ltd (US)
Charleston,
South Carolina
|
$34K
|
+$33K
|
+119
|
+567%
|
|
|
1997
|
D.J. St. Germain
Springfield,
Massachusetts
|
$33.5K
|
-$158K
|
-571
|
-81%
|
|
|
1998
|
Mowery & Schoenfeld Wealth Management
Lincolnshire,
Illinois
|
$32.8K
|
-$12.7K
|
-46
|
-25%
|
|
|
1999
|
Rational Advisors
Huntington,
New York
|
$32.6K
|
–
|
–
|
–
|
|
|
2000
|
Entrust Financial
Wayne,
Pennsylvania
|
$32.3K
|
+$2.49K
|
+9
|
+7%
|
|
