|
1976
|
First Community Trust
Dubuque,
Iowa
|
$96.4K
|
–
|
–
|
–
|
|
|
1977
|
Highline Wealth Partners
Sherman Oaks,
California
|
$96.4K
|
+$41.1K
|
+30
|
+70%
|
|
|
1978
|
GW&K Investment Management
Boston,
Massachusetts
|
$96K
|
+$20.6K
|
+15
|
+26%
|
|
|
1979
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$95.1K
|
-$2.1M
|
-1,530
|
-96%
|
|
|
1980
|
Provenance Wealth Advisors
Fort Lauderdale,
Florida
|
$95.1K
|
–
|
–
|
–
|
|
|
1981
|
First Command Advisory Services
Fort Worth,
Texas
|
$93.8K
|
+$74K
|
+54
|
+318%
|
|
|
1982
|
Community Bank
Dewitt,
New York
|
$93.8K
|
–
|
–
|
–
|
|
|
1983
|
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
|
$92.5K
|
–
|
–
|
–
|
|
|
1984
|
|
$92.5K
|
+$95.9K
|
+70
|
New
|
|
|
1985
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$91.1K
|
–
|
–
|
–
|
|
|
1986
|
Intentional Wealth Strategies
Colorado Springs,
Colorado
|
$91.1K
|
+$94.6K
|
+69
|
New
|
|
|
1987
|
SouthState Corp
Winter Haven,
Florida
|
$89.8K
|
+$9.59K
|
+7
|
+11%
|
|
|
1988
|
Foster Dykema Cabot & Partners
Waltham,
Massachusetts
|
$89.8K
|
–
|
–
|
–
|
|
|
1989
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$89.8K
|
-$6.85K
|
-5
|
-7%
|
|
|
1990
|
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
|
$87.2K
|
–
|
–
|
–
|
|
|
1991
|
JCIC Asset Management
Toronto,
Ontario, Canada
|
$85.9K
|
–
|
–
|
–
|
|
|
1992
|
Atlantic Edge Private Wealth Management
Jacksonville,
Florida
|
$85.9K
|
+$11K
|
+8
|
+14%
|
|
|
1993
|
Key Financial Inc
West Chester,
Pennsylvania
|
$85.9K
|
+$37K
|
+27
|
+71%
|
|
|
1994
|
Prosperity Bancshares
Houston,
Texas
|
$84.5K
|
–
|
–
|
–
|
|
|
1995
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$83.2K
|
–
|
–
|
–
|
|
|
1996
|
Vanguard National Trust
Malvern,
Pennsylvania
|
$83.2K
|
+$86.3K
|
+63
|
New
|
|
|
1997
|
Truvestments Capital
Sarasota,
Florida
|
$81.9K
|
+$75.4K
|
+55
|
+786%
|
|
|
1998
|
J. Stern & Co
London,
United Kingdom
|
$81.9K
|
+$85K
|
+62
|
New
|
|
|
1999
|
Silver Grove Financial Group
Orchard Park,
New York
|
$80.6K
|
+$83.6K
|
+61
|
New
|
|
|
2000
|
West Branch Capital
Amherst,
Massachusetts
|
$79.3K
|
-$19.2K
|
-14
|
-19%
|
|
