|
1976
|
Watermark Asset Management
San Ramon,
California
|
$64K
|
+$13.8K
|
+508
|
+24%
|
|
|
1977
|
SRH Advisors
Salina,
Kansas
|
$61K
|
-$4.5K
|
-166
|
-6%
|
|
|
1978
|
Knuff & Co
Foster City,
California
|
$60K
|
+$65.8K
|
+2,425
|
New
|
|
|
1979
|
Braun-Bostich & Associates
Canonsburg,
Pennsylvania
|
$59K
|
–
|
–
|
–
|
|
|
1980
|
Banyan Capital Management
Atlanta,
Georgia
|
$59K
|
+$65.4K
|
+2,409
|
New
|
|
|
1981
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$59K
|
+$65.5K
|
+2,414
|
New
|
|
|
1982
|
Odey Holdings (Switzerland)
Zurich, Switzerland,
Switzerland
|
$57K
|
-$62.4K
|
-2,300
|
-50%
|
|
|
1983
|
Ruggie Capital Group
Tavares,
Florida
|
$57K
|
+$4.72K
|
+174
|
+8%
|
|
|
1984
|
Smith Group Asset Management
Dallas,
Texas
|
$56K
|
-$543
|
-20
|
-0.9%
|
|
|
1985
|
Financial Gravity Companies
Lakeway,
Texas
|
$54K
|
+$51.8K
|
+1,910
|
New
|
|
|
1986
|
MKD Wealth Coaches
Troy,
Michigan
|
$54K
|
+$60K
|
+2,210
|
New
|
|
|
1987
|
Pacer Advisors
Malvern,
Pennsylvania
|
$53K
|
-$13.5M
|
-496,788
|
-100%
|
|
|
1988
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$53K
|
-$5.43K
|
-200
|
-8%
|
|
|
1989
|
Perkins Coie Trust Company
Seattle,
Washington
|
$52K
|
–
|
–
|
–
|
|
|
1990
|
Barrett Asset Management
New York
|
$51K
|
–
|
–
|
–
|
|
|
1991
|
Arlington Partners
Birmingham,
Alabama
|
$50K
|
-$53.8K
|
-1,983
|
-50%
|
|
|
1992
|
Smart Portfolios LLC
Seattle,
Washington
|
$50K
|
–
|
–
|
–
|
|
|
1993
|
Nalls Sherbakoff Group
Knoxville,
Tennessee
|
$48K
|
+$53.3K
|
+1,963
|
New
|
|
|
1994
|
Cable Hill Partners
Portland,
Oregon
|
$46K
|
+$8.38K
|
+309
|
+20%
|
|
|
1995
|
Alera Investment Advisors
Deerfield,
Illinois
|
$44K
|
+$48.2K
|
+1,776
|
New
|
|
|
1996
|
Raffa Wealth Management
Washington,
District of Columbia
|
$42.1K
|
+$23.5K
|
+865
|
+102%
|
|
|
1997
|
Private Ocean
San Rafael,
California
|
$41K
|
+$25.9K
|
+955
|
+132%
|
|
|
1998
|
Intercontinental Wealth Advisors
San Antonio,
Texas
|
$41K
|
+$44.8K
|
+1,653
|
New
|
|
|
1999
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$37K
|
+$13.6K
|
+500
|
+50%
|
|
|
2000
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$35K
|
-$199K
|
-7,344
|
-84%
|
|
