|
1976
|
Key Financial Inc
West Chester,
Pennsylvania
|
$80.8K
|
–
|
–
|
–
|
|
|
1977
|
Thompson Siegel & Walmsley
Richmond,
Virginia
|
$80K
|
–
|
–
|
–
|
|
|
1978
|
Red Cedar Capital
Omaha,
Nebraska
|
$80K
|
+$40.8K
|
+176
|
+107%
|
|
|
1979
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$79.9K
|
-$61.9K
|
-267
|
-44%
|
|
|
1980
|
Versant Capital Management
Phoenix,
Arizona
|
$79.4K
|
–
|
–
|
–
|
|
|
1981
|
EARNEST Partners
Atlanta,
Georgia
|
$78K
|
–
|
–
|
–
|
|
|
1982
|
Dakota Community Bank & Trust
Hebron,
North Dakota
|
$77K
|
–
|
–
|
–
|
|
|
1983
|
Financial Connections Group
Corte Madera,
California
|
$76K
|
+$3.48K
|
+15
|
+5%
|
|
|
1984
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$75.5K
|
-$424K
|
-1,828
|
-85%
|
|
|
1985
|
Field & Main Bank
Henderson,
Kentucky
|
$74.3K
|
–
|
–
|
–
|
|
|
1986
|
Baldrige Asset Management
Allentown,
Pennsylvania
|
$73K
|
–
|
–
|
–
|
|
|
1987
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$72.8K
|
+$71.6K
|
+309
|
New
|
|
|
1988
|
Tilia Fiduciary Partners
Wilmington,
North Carolina
|
$72.8K
|
–
|
–
|
–
|
|
|
1989
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$70.6K
|
–
|
–
|
–
|
|
|
1990
|
Belfer Management
New York
|
$69K
|
+$223K
|
+962
|
+104%
|
|
|
1991
|
Sycomore Asset Management
Paris,
France
|
$67K
|
-$9.27K
|
-40
|
-12%
|
|
|
1992
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$64K
|
–
|
–
|
–
|
|
|
1993
|
Cedar Mountain Advisors
Lake Oswego,
Oregon
|
$62.7K
|
–
|
–
|
–
|
|
|
1994
|
Covestor
London,
United Kingdom
|
$61K
|
-$3.01K
|
-13
|
-5%
|
|
|
1995
|
Seldon Capital
San Francisco,
California
|
$60.8K
|
–
|
–
|
–
|
|
|
1996
|
Mitsubishi UFJ Morgan Stanley Securities
Tokyo,
Japan
|
$58K
|
+$26.2K
|
+113
|
+84%
|
|
|
1997
|
Colonial Trust
Spartanburg,
South Carolina
|
$57.1K
|
+$56.3K
|
+243
|
New
|
|
|
1998
|
Tyler-Stone Wealth Management
Beachwood,
Ohio
|
$57K
|
–
|
–
|
–
|
|
|
1999
|
Level Financial Advisors
East Amherst,
New York
|
$55K
|
+$1.39K
|
+6
|
+3%
|
|
|
2000
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$54.2K
|
+$52.4K
|
+226
|
New
|
|
