|
1976
|
Golden State Wealth Management
Santa Ana,
California
|
$70.2K
|
+$2.74K
|
+8
|
+4%
|
|
|
1977
|
Buck Wealth Strategies
Denver,
Colorado
|
$69.1K
|
+$66.8K
|
+195
|
New
|
|
|
1978
|
Bradley & Co Private Wealth Management
Miami,
Florida
|
$68.7K
|
–
|
–
|
–
|
|
|
1979
|
Physician Wealth Advisors
Midvale,
Utah
|
$66.2K
|
-$1.37K
|
-4
|
-2%
|
|
|
1980
|
Ankerstar Wealth
Leander,
Texas
|
$66.2K
|
–
|
–
|
–
|
|
|
1981
|
New England Asset Management
Farmington,
Connecticut
|
$65.5K
|
+$63.4K
|
+185
|
New
|
|
|
1982
|
Cetera Trust Company
St. Paul,
Minnesota
|
$65.2K
|
–
|
–
|
–
|
|
|
1983
|
Mitsubishi UFJ Morgan Stanley Securities
Tokyo,
Japan
|
$64.8K
|
-$118K
|
-345
|
-65%
|
|
|
1984
|
MV Capital Management
Bethesda,
Maryland
|
$62.3K
|
-$2.06K
|
-6
|
-3%
|
|
|
1985
|
Chapman Financial Group
Kailua,
Hawaii
|
$62.3K
|
–
|
–
|
–
|
|
|
1986
|
Field & Main Bank
Henderson,
Kentucky
|
$62K
|
-$1.71K
|
-5
|
-3%
|
|
|
1987
|
Addison Advisors
Middlebury,
Vermont
|
$61.6K
|
-$264K
|
-771
|
-82%
|
|
|
1988
|
Evolution Wealth Management
Fort Myers,
Florida
|
$60.6K
|
-$4.11K
|
-12
|
-7%
|
|
|
1989
|
Gleason Group
Prospect,
Kentucky
|
$59.6K
|
+$343
|
+1
|
+0.6%
|
|
|
1990
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$59.5K
|
+$5.14K
|
+15
|
+10%
|
|
|
1991
|
NVWM LLC
Yardley,
Pennsylvania
|
$58.5K
|
+$343
|
+1
|
+0.6%
|
|
|
1992
|
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
|
$58K
|
+$51.4K
|
+150
|
New
|
|
|
1993
|
Action Point Financial Planning
Grand Rapids,
Michigan
|
$54.2K
|
+$54.5K
|
+159
|
New
|
|
|
1994
|
Core Alternative Capital
Peachtree Corners,
Georgia
|
$53.1K
|
–
|
–
|
–
|
|
|
1995
|
First PREMIER Bank
Sioux Falls,
South Dakota
|
$53K
|
-$3.77K
|
-11
|
-7%
|
|
|
1996
|
Strategic Wealth Advisors
Scottsdale,
Arizona
|
$53K
|
–
|
–
|
–
|
|
|
1997
|
GW&K Investment Management
Boston,
Massachusetts
|
$53K
|
+$3.77K
|
+11
|
+8%
|
|
|
1998
|
Elevation Wealth Partners
Santa Rosa,
California
|
$51.7K
|
+$36.3K
|
+106
|
+265%
|
|
|
1999
|
Coston McIsaac & Partners
Bar Harbor,
Maine
|
$51K
|
–
|
–
|
–
|
|
|
2000
|
Optiver Holding
Amsterdam,
Netherlands
|
$49.6K
|
-$732K
|
-2,136
|
-94%
|
|
