|
1976
|
CKW Financial Group
Honolulu,
Hawaii
|
$33K
|
–
|
–
|
–
|
|
|
1977
|
Olistico Wealth
Tulsa,
Oklahoma
|
$32.3K
|
-$2.23K
|
-20
|
-7%
|
|
|
1978
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$31.8K
|
–
|
–
|
–
|
|
|
1979
|
Private Wealth Management Group
Princeton,
New Jersey
|
$31.2K
|
–
|
–
|
–
|
|
|
1980
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
$30.3K
|
+$29.3K
|
+263
|
New
|
|
|
1981
|
Toth Financial Advisory
Leesburg,
Virginia
|
$30.3K
|
+$111
|
+1
|
+0.4%
|
|
|
1982
|
SIMA Wealth Partners
North Chesterfield,
Virginia
|
$29.7K
|
–
|
–
|
–
|
|
|
1983
|
Core Alternative Capital
Peachtree Corners,
Georgia
|
$28.8K
|
–
|
–
|
–
|
|
|
1984
|
Legacy Investment Solutions
Meridian,
Idaho
|
$28.6K
|
+$28.6K
|
+257
|
New
|
|
|
1985
|
Legacy Wealth Management (Idaho)
Boise,
Idaho
|
$28.6K
|
+$28.6K
|
+257
|
New
|
|
|
1986
|
Operose Advisors
Milwaukee,
Wisconsin
|
$28.6K
|
–
|
–
|
–
|
|
|
1987
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$28.6K
|
–
|
–
|
–
|
|
|
1988
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$27.6K
|
-$182K
|
-1,634
|
-87%
|
|
|
1989
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$27.1K
|
–
|
–
|
–
|
|
|
1990
|
First Pacific Financial
Vancouver,
Washington
|
$27K
|
–
|
–
|
–
|
|
|
1991
|
St. Johns Investment Management
Jacksonville,
Florida
|
$26.1K
|
–
|
–
|
–
|
|
|
1992
|
Chesapeake Asset Management
New York
|
$24.1K
|
+$14.9K
|
+134
|
+179%
|
|
|
1993
|
Perritt Capital Management
Chicago,
Illinois
|
$23.9K
|
+$223
|
+2
|
+1%
|
|
|
1994
|
Northwest Bank & Trust
Davenport,
Iowa
|
$23.9K
|
-$22.1K
|
-199
|
-49%
|
|
|
1995
|
Founders Capital Management (Texas)
Houston,
Texas
|
$23.5K
|
+$223
|
+2
|
+1%
|
|
|
1996
|
SOA Wealth Advisors
New York
|
$23.5K
|
+$111
|
+1
|
+0.5%
|
|
|
1997
|
Park Circle Company
Baltimore,
Maryland
|
$23.1K
|
–
|
–
|
–
|
|
|
1998
|
Financial Freedom LLC
Cincinnati,
Ohio
|
$22.1K
|
–
|
–
|
–
|
|
|
1999
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$21.9K
|
–
|
–
|
–
|
|
|
2000
|
Altshuler Shaham
Tel Aviv,
Israel
|
$21.1K
|
-$1.78K
|
-16
|
-8%
|
|
