|
1976
|
Tower View Wealth Management
Shorewood,
Wisconsin
|
$47K
|
+$205
|
+2
|
+0.4%
|
|
|
1977
|
Key Financial Inc
West Chester,
Pennsylvania
|
$46.7K
|
+$17.7K
|
+172
|
+62%
|
|
|
1978
|
Kelleher Financial Advisors
New York
|
$46.7K
|
+$46.3K
|
+451
|
New
|
|
|
1979
|
Global Financial Private Client
Sarasota,
Florida
|
$46.3K
|
–
|
–
|
–
|
|
|
1980
|
Cassady Schiller Wealth Management
Cincinnati,
Ohio
|
$45.4K
|
–
|
–
|
–
|
|
|
1981
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$43K
|
-$9.14K
|
-89
|
-18%
|
|
|
1982
|
Impact Partnership Wealth
Marietta,
Georgia
|
$42.4K
|
+$42K
|
+409
|
New
|
|
|
1983
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$41.7K
|
+$103
|
+1
|
+0.2%
|
|
|
1984
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$41.7K
|
–
|
–
|
–
|
|
|
1985
|
Thompson Investment Management
Madison,
Wisconsin
|
$41.4K
|
–
|
–
|
–
|
|
|
1986
|
IMA Advisory Services
Denver,
Colorado
|
$41.1K
|
+$16.7K
|
+163
|
+70%
|
|
|
1987
|
VitalStone Financial
Shavano Park,
Texas
|
$41K
|
+$42.3K
|
+412
|
New
|
|
|
1988
|
PCA Investment Advisory Services
Cincinnati,
Ohio
|
$40.9K
|
+$40.5K
|
+394
|
New
|
|
|
1989
|
Riggs Asset Management
Dallas,
Pennsylvania
|
$40.5K
|
–
|
–
|
–
|
|
|
1990
|
Versant Capital Management
Phoenix,
Arizona
|
$40.1K
|
-$14.1K
|
-137
|
-26%
|
|
|
1991
|
Leonteq Securities AG
Zurich,
Switzerland
|
$39.4K
|
-$5.56M
|
-54,103
|
-99%
|
|
|
1992
|
GW&K Investment Management
Boston,
Massachusetts
|
$39K
|
+$38.3K
|
+373
|
New
|
|
|
1993
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$38.3K
|
–
|
–
|
–
|
|
|
1994
|
Parallax Volatility Advisers
San Francisco,
California
|
$37.3K
|
–
|
–
|
–
|
|
|
1995
|
First Personal Financial Services
Charlotte,
North Carolina
|
$36.3K
|
–
|
–
|
–
|
|
|
1996
|
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
$36.3K
|
+$36K
|
+350
|
New
|
|
|
1997
|
Horan Securities
Cincinnati,
United States
|
$36.2K
|
–
|
–
|
–
|
|
|
1998
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$35.6K
|
-$2.57K
|
-25
|
-7%
|
|
|
1999
|
Valley Wealth Managers
Paramus,
New Jersey
|
$33.4K
|
-$24.5K
|
-238
|
-43%
|
|
|
2000
|
True Wealth Design
Akron,
Ohio
|
$33.1K
|
–
|
–
|
–
|
|
