|
1976
|
First Financial Corp
Terre Haute,
Indiana
|
$8.54K
|
-$70.5K
|
-662
|
-90%
|
|
|
1977
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$8.43K
|
-$7.24K
|
-68
|
-47%
|
|
|
1978
|
Atlantic Edge Private Wealth Management
Jacksonville,
Florida
|
$8.32K
|
+$7.98K
|
+75
|
New
|
|
|
1979
|
Fairscale Capital
Nashua,
New Hampshire
|
$8.31K
|
+$6.17K
|
+58
|
+363%
|
|
|
1980
|
Redwood Park Advisors
Redwood City,
California
|
$8.14K
|
+$1.7K
|
+16
|
+28%
|
|
|
1981
|
Nova Wealth Management
Bonita Springs,
Florida
|
$8.11K
|
+$6.07K
|
+57
|
+356%
|
|
|
1982
|
Redmont Wealth Advisors
Chicago,
Illinois
|
$8.09K
|
+$7.77K
|
+73
|
New
|
|
|
1983
|
Vermillion & White Wealth Management Group
Phoenixville,
Pennsylvania
|
$7.76K
|
–
|
–
|
–
|
|
|
1984
|
Physician Wealth Advisors
Midvale,
Utah
|
$7.21K
|
-$213
|
-2
|
-3%
|
|
|
1985
|
Principia Wealth Advisory
Dallas,
Texas
|
$6.65K
|
+$1.38K
|
+13
|
+28%
|
|
|
1986
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$6.1K
|
+$2.66K
|
+25
|
+83%
|
|
|
1987
|
Robinswood Financial
Kirkland,
Washington
|
$5.99K
|
–
|
–
|
–
|
|
|
1988
|
WestEnd Advisors
Charlotte,
North Carolina
|
$5.88K
|
+$639
|
+6
|
+13%
|
|
|
1989
|
Toth Financial Advisory
Leesburg,
Virginia
|
$5.77K
|
–
|
–
|
–
|
|
|
1990
|
Pineridge Advisors
St. Charles,
Missouri
|
$5.72K
|
+$106
|
+1
|
+2%
|
|
|
1991
|
Olistico Wealth
Tulsa,
Oklahoma
|
$5.65K
|
+$5.43K
|
+51
|
New
|
|
|
1992
|
Minot DeBlois Advisors
Boston,
Massachusetts
|
$5.54K
|
-$2.66K
|
-25
|
-33%
|
|
|
1993
|
Bernard Wealth Management
Royal Oak,
Michigan
|
$5.54K
|
-$1.38K
|
-13
|
-21%
|
|
|
1994
|
Legacy Wealth Management (Idaho)
Boise,
Idaho
|
$5.21K
|
–
|
–
|
–
|
|
|
1995
|
Legacy Investment Solutions
Meridian,
Idaho
|
$5.21K
|
+$5K
|
+47
|
New
|
|
|
1996
|
DecisionPoint Financial
Mesa,
Arizona
|
$5.14K
|
+$4.9K
|
+46
|
New
|
|
|
1997
|
Tortoise Investment Management
White Plains,
New York
|
$4.77K
|
+$4.58K
|
+43
|
New
|
|
|
1998
|
Tradewinds Capital Management
Bellingham,
Washington
|
$4.43K
|
–
|
–
|
–
|
|
|
1999
|
NVWM LLC
Yardley,
Pennsylvania
|
$4.21K
|
+$532
|
+5
|
+15%
|
|
|
2000
|
Compass Financial Services
West Des Moines,
Iowa
|
$4.1K
|
–
|
–
|
–
|
|
