|
1976
|
Strategic Blueprint
Atlanta,
Georgia
|
$46K
|
+$45.1K
|
+551
|
New
|
|
|
1977
|
Sage Private Wealth Group
Oakbrook Terrace,
Illinois
|
$44K
|
+$164
|
+2
|
+0.4%
|
|
|
1978
|
PrairieView Partners
St. Paul,
Minnesota
|
$40K
|
-$983
|
-12
|
-2%
|
|
|
1979
|
Albion Financial Group
Salt Lake City,
Utah
|
$40K
|
+$39.5K
|
+482
|
New
|
|
|
1980
|
Solstein Capital
Menlo Park,
California
|
$39K
|
–
|
–
|
–
|
|
|
1981
|
Firestone Capital Management
Coral Gables,
Florida
|
$39K
|
+$164
|
+2
|
+0.4%
|
|
|
1982
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$38K
|
-$5.52M
|
-67,387
|
-99%
|
|
|
1983
|
Smith Group Asset Management
Dallas,
Texas
|
$38K
|
+$36.9K
|
+450
|
New
|
|
|
1984
|
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
|
$36K
|
-$51.2K
|
-625
|
-59%
|
|
|
1985
|
D'Orazio & Associates
Falls Church,
Virginia
|
$36K
|
+$35.6K
|
+435
|
New
|
|
|
1986
|
Liberty Wealth Management
Oakland,
California
|
$35K
|
-$5.57K
|
-68
|
-14%
|
|
|
1987
|
Reilly Financial Advisors
La Mesa,
California
|
$34K
|
-$21.2K
|
-259
|
-39%
|
|
|
1988
|
MV Capital Management
Bethesda,
Maryland
|
$33K
|
+$16.1K
|
+196
|
+96%
|
|
|
1989
|
Front Row Advisors
Tiburon,
California
|
$31K
|
+$2.7K
|
+33
|
+10%
|
|
|
1990
|
Castleview Partners
Dallas,
Texas
|
$31K
|
+$30.9K
|
+377
|
New
|
|
|
1991
|
Financial Perspectives
Minneapolis,
Minnesota
|
$30.1K
|
–
|
–
|
–
|
|
|
1992
|
Dividend Assets Capital
Ridgeland,
South Carolina
|
$30K
|
–
|
–
|
–
|
|
|
1993
|
Column Capital Advisors
Indianapolis,
Indiana
|
$28K
|
–
|
–
|
–
|
|
|
1994
|
Ford Financial Group
Fresno,
California
|
$28K
|
+$27.9K
|
+341
|
New
|
|
|
1995
|
Exane Derivatives
Paris,
France
|
$27K
|
+$27.1K
|
+331
|
New
|
|
|
1996
|
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
$27K
|
-$69.6K
|
-850
|
-73%
|
|
|
1997
|
Resolute Advisors
San Francisco,
California
|
$26K
|
–
|
–
|
–
|
|
|
1998
|
Kelly Financial Services
Braintree,
Massachusetts
|
$25.9K
|
–
|
–
|
–
|
|
|
1999
|
Penserra Capital Management
Orinda,
California
|
$25K
|
+$24.6K
|
+300
|
New
|
|
|
2000
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$23K
|
–
|
–
|
–
|
|
