|
1976
|
Clear Perspectives Financial Planning
Cincinnati,
Ohio
|
$37.1K
|
-$328
|
-3
|
-0.8%
|
|
|
1977
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$36.8K
|
-$219
|
-2
|
-0.5%
|
|
|
1978
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$36.7K
|
–
|
–
|
–
|
|
|
1979
|
Parallax Volatility Advisers
San Francisco,
California
|
$35.7K
|
+$39.4K
|
+360
|
New
|
|
|
1980
|
First Personal Financial Services
Charlotte,
North Carolina
|
$34.7K
|
–
|
–
|
–
|
|
|
1981
|
Horan Securities
Cincinnati,
United States
|
$34.6K
|
+$10.9K
|
+100
|
+40%
|
|
|
1982
|
Strengthening Families & Communities LLC
Boston,
Massachusetts
|
$34.4K
|
+$45.4K
|
+415
|
+3%
|
|
|
1983
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$34.1K
|
+$29K
|
+265
|
+335%
|
|
|
1984
|
Toth Financial Advisory
Leesburg,
Virginia
|
$33.6K
|
–
|
–
|
–
|
|
|
1985
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$32.2K
|
-$3.25M
|
-29,662
|
-8%
|
|
|
1986
|
True Wealth Design
Akron,
Ohio
|
$31.6K
|
-$750K
|
-6,857
|
-96%
|
|
|
1987
|
Trifecta Capital Advisors
Northbrook,
Illinois
|
$31.4K
|
–
|
–
|
–
|
|
|
1988
|
PrairieView Partners
St. Paul,
Minnesota
|
$31K
|
–
|
–
|
–
|
|
|
1989
|
Key Financial Inc
West Chester,
Pennsylvania
|
$27.7K
|
–
|
–
|
–
|
|
|
1990
|
Credential Qtrade Securities
Vancouver,
|
$27.1K
|
–
|
–
|
–
|
|
|
1991
|
Jackson Grant Investment Advisers
Stamford,
Connecticut
|
$26.7K
|
+$23.5K
|
+215
|
+398%
|
|
|
1992
|
AlphaMark Advisors
Ft. Wright,
Kentucky
|
$26K
|
–
|
–
|
–
|
|
|
1993
|
Column Capital Advisors
Indianapolis,
Indiana
|
$25.3K
|
–
|
–
|
–
|
|
|
1994
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$25.2K
|
-$5.8K
|
-53
|
-18%
|
|
|
1995
|
AllSquare Wealth Management
Albany,
New York
|
$24.1K
|
–
|
–
|
–
|
|
|
1996
|
Cary Street Partners Asset Management
Richmond,
Virginia
|
$23.7K
|
–
|
–
|
–
|
|
|
1997
|
Central Bank & Trust
Lexington,
Kentucky
|
$23.5K
|
+$15K
|
+137
|
+137%
|
|
|
1998
|
IMA Advisory Services
Denver,
Colorado
|
$23.2K
|
+$5.03K
|
+46
|
+24%
|
|
|
1999
|
USA Financial Formulas
Ada,
Michigan
|
$22.8K
|
+$25.2K
|
+230
|
New
|
|
|
2000
|
Orion Capital Management
Coronado,
California
|
$22.5K
|
–
|
–
|
–
|
|
