|
1976
|
Concord Wealth Partners
Abingdon,
Virginia
|
$45K
|
-$47.5K
|
-213
|
-51%
|
|
|
1977
|
CKW Financial Group
Honolulu,
Hawaii
|
$45K
|
-$6.69K
|
-30
|
-13%
|
|
|
1978
|
First PREMIER Bank
Sioux Falls,
South Dakota
|
$45K
|
–
|
–
|
–
|
|
|
1979
|
AssetMark Inc
Concord,
California
|
$45K
|
+$223
|
+1
|
+0.5%
|
|
|
1980
|
Standard Family Office
Sioux Falls,
South Dakota
|
$44K
|
-$5.35K
|
-24
|
-11%
|
|
|
1981
|
Financial Enhancement Group
Anderson,
Indiana
|
$44K
|
-$1.11K
|
-5
|
-2%
|
|
|
1982
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$44K
|
–
|
–
|
–
|
|
|
1983
|
SRH Advisors
Salina,
Kansas
|
$44K
|
–
|
–
|
–
|
|
|
1984
|
West Financial Advisors
Des Moines,
Iowa
|
$44K
|
+$44.6K
|
+200
|
New
|
|
|
1985
|
Addison Advisors
Middlebury,
Vermont
|
$43K
|
+$1.34K
|
+6
|
+3%
|
|
|
1986
|
West Paces Advisors
Atlanta,
Georgia
|
$42.9K
|
–
|
–
|
–
|
|
|
1987
|
Professional Financial Advisors
North Platte,
Nebraska
|
$40K
|
–
|
–
|
–
|
|
|
1988
|
Smith Group Asset Management
Dallas,
Texas
|
$40K
|
–
|
–
|
–
|
|
|
1989
|
CTC (Chicago Trading Company)
Chicago,
Illinois
|
$36.1K
|
+$13.8K
|
+62
|
+61%
|
|
|
1990
|
Activest Wealth Management
Aventure,
Florida
|
$36K
|
-$25.9K
|
-116
|
-41%
|
|
|
1991
|
Tortoise Investment Management
White Plains,
New York
|
$36K
|
–
|
–
|
–
|
|
|
1992
|
Credential Qtrade Securities
Vancouver,
|
$35.2K
|
–
|
–
|
–
|
|
|
1993
|
CenterStar Asset Management
Chicago,
Illinois
|
$35K
|
–
|
–
|
–
|
|
|
1994
|
CNB Bank
Clearfield,
Pennsylvania
|
$35K
|
–
|
–
|
–
|
|
|
1995
|
Ten Capital Wealth Advisors
Spokane,
Washington
|
$33K
|
-$376K
|
-1,685
|
-92%
|
|
|
1996
|
Albion Financial Group
Salt Lake City,
Utah
|
$31K
|
–
|
–
|
–
|
|
|
1997
|
Resolute Advisors
San Francisco,
California
|
$30K
|
–
|
–
|
–
|
|
|
1998
|
Riggs Asset Management
Dallas,
Pennsylvania
|
$30K
|
+$5.58K
|
+25
|
+23%
|
|
|
1999
|
DB Wealth Management Group
San Diego,
California
|
$29K
|
–
|
–
|
–
|
|
|
2000
|
Aspire Private Capital
Cornelius,
North Carolina
|
$27K
|
-$27.9K
|
-125
|
-50%
|
|
