|
1976
|
CNB Bank
Clearfield,
Pennsylvania
|
$54K
|
-$13.2K
|
-440
|
-15%
|
|
|
1977
|
Investment Research & Advisory Group
Atlanta,
Georgia
|
$53K
|
-$106K
|
-3,523
|
-59%
|
|
|
1978
|
SRH Advisors
Salina,
Kansas
|
$52K
|
–
|
–
|
–
|
|
|
1979
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$51K
|
-$22.5K
|
-750
|
-24%
|
|
|
1980
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$50.7K
|
–
|
–
|
–
|
|
|
1981
|
Engrave Wealth Partners
The Woodlands,
Texas
|
$50K
|
-$17.1K
|
-570
|
-19%
|
|
|
1982
|
Sirios Capital Management
Boston,
Massachusetts
|
$50K
|
+$70.7K
|
+2,357
|
New
|
|
|
1983
|
Knuff & Co
Foster City,
California
|
$49K
|
-$30K
|
-1,000
|
-30%
|
|
|
1984
|
Barrett Asset Management
New York
|
$49K
|
–
|
–
|
–
|
|
|
1985
|
First Financial Corp
Terre Haute,
Indiana
|
$48K
|
-$30K
|
-1,000
|
-31%
|
|
|
1986
|
Private Ocean
San Rafael,
California
|
$47K
|
+$300
|
+10
|
+0.5%
|
|
|
1987
|
Ruggie Capital Group
Tavares,
Florida
|
$47K
|
+$540
|
+18
|
+0.8%
|
|
|
1988
|
Meridian Wealth Partners
Exton,
Pennsylvania
|
$47K
|
+$14.7K
|
+491
|
+28%
|
|
|
1989
|
Pacer Advisors
Malvern,
Pennsylvania
|
$46K
|
–
|
–
|
–
|
|
|
1990
|
Perkins Coie Trust Company
Seattle,
Washington
|
$46K
|
+$2.01K
|
+67
|
+3%
|
|
|
1991
|
First Personal Financial Services
Charlotte,
North Carolina
|
$45K
|
-$200K
|
-6,666
|
-76%
|
|
|
1992
|
MBE Wealth Management
Tomah,
Wisconsin
|
$43K
|
+$61K
|
+2,035
|
New
|
|
|
1993
|
NWK Group
San Francisco,
California
|
$42K
|
-$89.9K
|
-3,000
|
-60%
|
|
|
1994
|
Harvest Fund Management
Beijing,
China
|
$42K
|
-$22.7K
|
-756
|
-28%
|
|
|
1995
|
Semmax Financial Advisors
Winston Salem,
North Carolina
|
$42K
|
+$48.9K
|
+1,632
|
+490%
|
|
|
1996
|
Wealth Quarterback
Toms River,
New Jersey
|
$40.1K
|
-$8.72K
|
-291
|
-13%
|
|
|
1997
|
Firestone Capital Management
Coral Gables,
Florida
|
$38K
|
+$15K
|
+501
|
+39%
|
|
|
1998
|
Lake Point Wealth Management
Rockwall,
Texas
|
$37K
|
-$2.49K
|
-83
|
-5%
|
|
|
1999
|
Credential Qtrade Securities
Vancouver,
|
$35.8K
|
-$172K
|
-5,754
|
-77%
|
|
|
2000
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$35K
|
+$30.2K
|
+1,009
|
+208%
|
|
