|
1976
|
RFP Financial Group
Atlanta,
Georgia
|
$45.5K
|
+$646
|
+2
|
+1%
|
|
|
1977
|
Main Street Group
Glen Allen,
Virginia
|
$45.3K
|
-$6.46K
|
-20
|
-12%
|
|
|
1978
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$43.9K
|
-$25.8K
|
-80
|
-36%
|
|
|
1979
|
Tucker Asset Management
Littleton,
Colorado
|
$43.9K
|
-$18.1K
|
-56
|
-29%
|
|
|
1980
|
Pacific Capital Wealth Advisors
Corona,
California
|
$43K
|
+$25.5K
|
+79
|
+136%
|
|
|
1981
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$42K
|
-$3.87K
|
-12
|
-7%
|
|
|
1982
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$41.7K
|
-$646
|
-2
|
-1%
|
|
|
1983
|
City State Bank
Norwalk,
Iowa
|
$40.8K
|
-$969
|
-3
|
-2%
|
|
|
1984
|
Strategic Financial Concepts
San Antonio,
Texas
|
$40.3K
|
+$41.6K
|
+129
|
New
|
|
|
1985
|
Naples Money Management
Naples,
Florida
|
$40.3K
|
+$10K
|
+31
|
+32%
|
|
|
1986
|
Delos Wealth Advisors
Dallas,
Texas
|
$39.5K
|
–
|
–
|
–
|
|
|
1987
|
Eagle Bay Advisors
New York
|
$39.5K
|
–
|
–
|
–
|
|
|
1988
|
Financial Perspectives
Minneapolis,
Minnesota
|
$38.9K
|
–
|
–
|
–
|
|
|
1989
|
Cassady Schiller Wealth Management
Cincinnati,
Ohio
|
$38.6K
|
-$56.5K
|
-175
|
-59%
|
|
|
1990
|
Clear Investment Research
Alpharetta,
Georgia
|
$38.5K
|
–
|
–
|
–
|
|
|
1991
|
Dunhill Financial
London,
United Kingdom
|
$38.2K
|
+$2.58K
|
+8
|
+7%
|
|
|
1992
|
Dynamic Wealth Strategies
Granite Bay,
California
|
$37K
|
–
|
–
|
–
|
|
|
1993
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$37K
|
+$38.1K
|
+118
|
New
|
|
|
1994
|
Richard W. Paul & Associates
Novi,
Michigan
|
$36.4K
|
–
|
–
|
–
|
|
|
1995
|
|
$35.4K
|
-$4.87M
|
-15,095
|
-99%
|
|
|
1996
|
Magellan Asset Management
Sydney,
Australia
|
$34.2K
|
-$3.23K
|
-10
|
-8%
|
|
|
1997
|
Pacifica Partners
Surrey,
Canada
|
$33.8K
|
–
|
–
|
–
|
|
|
1998
|
Redmont Wealth Advisors
Chicago,
Illinois
|
$33.2K
|
–
|
–
|
–
|
|
|
1999
|
Rakuten Securities
Tokyo,
Japan
|
$33.2K
|
+$3.87K
|
+12
|
+13%
|
|
|
2000
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$33.2K
|
+$11.6K
|
+36
|
+51%
|
|
