|
1976
|
Gables Capital Management
Miami,
Florida
|
$5.97K
|
–
|
–
|
–
|
|
|
1977
|
Mendota Financial Group
Madison,
Wisconsin
|
$5.97K
|
–
|
–
|
–
|
|
|
1978
|
Nalls Sherbakoff Group
Knoxville,
Tennessee
|
$5.67K
|
–
|
–
|
–
|
|
|
1979
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$5.26K
|
–
|
–
|
–
|
|
|
1980
|
PayPay Securities
Tokyo,
Japan
|
$5.22K
|
+$1.8K
|
+11
|
+46%
|
|
|
1981
|
Harvest Fund Management
Beijing,
China
|
$5K
|
–
|
–
|
–
|
|
|
1982
|
Cutler Group
San Francisco,
California
|
$5K
|
+$5.89K
|
+36
|
New
|
|
|
1983
|
Red Tortoise LLC
Atlanta,
Georgia
|
$4.77K
|
–
|
–
|
–
|
|
|
1984
|
Hibernia Wealth Partners
Baton Rouge,
Louisiana
|
$4.63K
|
+$5.07K
|
+31
|
New
|
|
|
1985
|
Buck Wealth Strategies
Denver,
Colorado
|
$4.48K
|
–
|
–
|
–
|
|
|
1986
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$4.25K
|
–
|
–
|
–
|
|
|
1987
|
True Wealth Design
Akron,
Ohio
|
$3.8K
|
–
|
–
|
–
|
|
|
1988
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$3K
|
–
|
–
|
–
|
|
|
1989
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$2.98K
|
–
|
–
|
–
|
|
|
1990
|
Perkins Coie Trust Company
Seattle,
Washington
|
$2.83K
|
-$21.4K
|
-131
|
-87%
|
|
|
1991
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$2.79K
|
-$25.4K
|
-155
|
-89%
|
|
|
1992
|
Atwood & Palmer
Kansas City,
Missouri
|
$2.69K
|
–
|
–
|
–
|
|
|
1993
|
Cedar Mountain Advisors
Lake Oswego,
Oregon
|
$2.39K
|
-$26.7K
|
-163
|
-91%
|
|
|
1994
|
Carolina Wealth Advisors
Myrtle Beach,
South Carolina
|
$2.39K
|
–
|
–
|
–
|
|
|
1995
|
Focused Wealth Management
Newburgh,
New York
|
$2.24K
|
–
|
–
|
–
|
|
|
1996
|
Psagot Value Holdings
Tel Aviv,
Israel
|
$2K
|
–
|
–
|
–
|
|
|
1997
|
Everence Capital Management
Goshen,
Indiana
|
$1.82K
|
-$864K
|
-5,280
|
-30%
|
|
|
1998
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$1.04K
|
-$1.96K
|
-12
|
-63%
|
|
|
1999
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
$1.04K
|
+$1.15K
|
+7
|
New
|
|
|
2000
|
ClariVest Asset Management
San Diego,
California
|
$1K
|
+$818
|
+5
|
New
|
|
