|
1976
|
Kelly Financial Services
Braintree,
Massachusetts
|
$119K
|
+$5.65K
|
+23
|
+5%
|
|
|
1977
|
Lummis Asset Management
Fort Worth,
Texas
|
$119K
|
-$491
|
-2
|
-0.4%
|
|
|
1978
|
Addison Advisors
Middlebury,
Vermont
|
$117K
|
–
|
–
|
–
|
|
|
1979
|
Tyler-Stone Wealth Management
Beachwood,
Ohio
|
$116K
|
–
|
–
|
–
|
|
|
1980
|
Matthew Hamilton Rosenberg
|
$115K
|
-$12K
|
-49
|
-9%
|
|
|
1981
|
Caldwell Sutter Capital
Sausalito,
California
|
$113K
|
–
|
–
|
–
|
|
|
1982
|
Virtus Investment Advisers
Hartford,
Connecticut
|
$110K
|
-$109K
|
-443
|
-49%
|
|
|
1983
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$110K
|
–
|
–
|
–
|
|
|
1984
|
Triad Wealth Partners
Lawrence,
Kansas
|
$109K
|
+$112K
|
+457
|
New
|
|
|
1985
|
Private Ocean
San Rafael,
California
|
$107K
|
-$4.42K
|
-18
|
-4%
|
|
|
1986
|
Pacific Capital Wealth Advisors
Corona,
California
|
$107K
|
–
|
–
|
–
|
|
|
1987
|
McIlrath & Eck
Arlington,
Washington
|
$106K
|
–
|
–
|
–
|
|
|
1988
|
McClarren Financial Advisors
State College,
Pennsylvania
|
$105K
|
-$49.4K
|
-201
|
-46%
|
|
|
1989
|
Twin Tree Management
Dallas,
Texas
|
$105K
|
-$10M
|
-40,840
|
-99%
|
|
|
1990
|
WFA of San Diego
San Diego,
California
|
$104K
|
+$107K
|
+435
|
New
|
|
|
1991
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$104K
|
–
|
–
|
–
|
|
|
1992
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$101K
|
-$3.44K
|
-14
|
-3%
|
|
|
1993
|
Knuff & Co
Foster City,
California
|
$98.6K
|
–
|
–
|
–
|
|
|
1994
|
Lynx Investment Advisory
Washington, Dc,
District of Columbia
|
$95.9K
|
+$98.7K
|
+402
|
New
|
|
|
1995
|
First Pacific Financial
Vancouver,
Washington
|
$95.7K
|
+$1.47K
|
+6
|
+2%
|
|
|
1996
|
Trust Company
Manhattan,
Kansas
|
$95.2K
|
–
|
–
|
–
|
|
|
1997
|
Bear Mountain Capital
Seattle,
Washington
|
$95.2K
|
–
|
–
|
–
|
|
|
1998
|
Briaud Financial Planning
College Station,
Texas
|
$95K
|
–
|
–
|
–
|
|
|
1999
|
Catalyst Capital Advisors
Huntington,
New York
|
$94.3K
|
+$982
|
+4
|
+1%
|
|
|
2000
|
Register Financial Advisors
Atlanta,
Georgia
|
$93.8K
|
–
|
–
|
–
|
|
