|
1976
|
Consultiva Wealth Management
San Juan,
Puerto Rico
|
$64.7K
|
–
|
–
|
–
|
|
|
1977
|
Continuum Advisory
Eagle,
Idaho
|
$64K
|
+$42.8K
|
+148
|
New
|
|
|
1978
|
Allied Private Wealth
Boca Raton,
Florida
|
$62.8K
|
+$41.9K
|
+145
|
New
|
|
|
1979
|
Richardson Financial Services
Medway,
Massachusetts
|
$61.3K
|
+$41.1K
|
+142
|
New
|
|
|
1980
|
Atlantic Edge Private Wealth Management
Jacksonville,
Florida
|
$60.4K
|
+$4.34K
|
+15
|
+12%
|
|
|
1981
|
Country Trust Bank
Bloomington,
Illinois
|
$59.5K
|
–
|
–
|
–
|
|
|
1982
|
Clean Yield Group
Norwich,
Vermont
|
$55.7K
|
–
|
–
|
–
|
|
|
1983
|
JPL Wealth Management
Highlands Ranch,
Colorado
|
$55.5K
|
+$868
|
+3
|
+2%
|
|
|
1984
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$55.2K
|
+$23.4K
|
+81
|
+172%
|
|
|
1985
|
Private Wealth Asset Management
Cedar Rapids,
Iowa
|
$53.1K
|
–
|
–
|
–
|
|
|
1986
|
Grove Bank & Trust
Miami,
Florida
|
$52.6K
|
+$3.18K
|
+11
|
+10%
|
|
|
1987
|
Caitong International Asset Management
Hong Kong
|
$52.2K
|
-$112K
|
-387
|
-76%
|
|
|
1988
|
Contravisory Investment Management
Norwell,
Massachusetts
|
$52.2K
|
–
|
–
|
–
|
|
|
1989
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$52K
|
–
|
–
|
–
|
|
|
1990
|
WPG Advisers
Baltimore,
Maryland
|
$51.8K
|
-$6.94K
|
-24
|
-17%
|
|
|
1991
|
Highline Wealth Partners
Sherman Oaks,
California
|
$49.2K
|
-$3.47K
|
-12
|
-10%
|
|
|
1992
|
Advantage Trust Company
Salina,
Kansas
|
$48.8K
|
–
|
–
|
–
|
|
|
1993
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$48.8K
|
+$32.7K
|
+113
|
New
|
|
|
1994
|
Kemnay Advisory Services
New York
|
$47.5K
|
-$2.02K
|
-7
|
-6%
|
|
|
1995
|
Evolution Wealth Management
Fort Myers,
Florida
|
$47K
|
+$2.6K
|
+9
|
+9%
|
|
|
1996
|
VSM Wealth Advisory
Hunt Valley,
Maryland
|
$46.6K
|
–
|
–
|
–
|
|
|
1997
|
Joseph Group Capital Management
Columbus,
Ohio
|
$45.3K
|
+$8.1K
|
+28
|
+36%
|
|
|
1998
|
Harbor Capital Advisors
Chicago,
Illinois
|
$45K
|
-$4.34K
|
-15
|
-13%
|
|
|
1999
|
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
|
$44K
|
–
|
–
|
–
|
|
|
2000
|
New England Capital Financial Advisors
Meriden,
Connecticut
|
$44K
|
+$2.89K
|
+10
|
+11%
|
|
