|
1976
|
BOK Financial Private Wealth
Denver,
Colorado
|
$84.3K
|
+$72.4K
|
+165
|
+786%
|
|
|
1977
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$84.1K
|
–
|
–
|
–
|
|
|
1978
|
Nordwand Advisors
Radnor,
Pennsylvania
|
$83.7K
|
–
|
–
|
–
|
|
|
1979
|
Brown, Lisle/Cummings
Providence,
Rhode Island
|
$80.5K
|
–
|
–
|
–
|
|
|
1980
|
|
$79.6K
|
+$77.2K
|
+176
|
New
|
|
|
1981
|
Sachetta
Lynnfield,
Massachusetts
|
$77.4K
|
+$4.83K
|
+11
|
+8%
|
|
|
1982
|
Dunhill Financial
London,
United Kingdom
|
$76.8K
|
+$878
|
+2
|
+1%
|
|
|
1983
|
GW&K Investment Management
Boston,
Massachusetts
|
$76K
|
+$18.4K
|
+42
|
+34%
|
|
|
1984
|
WR Wealth Planners
Columbia,
Missouri
|
$75.1K
|
+$4.39K
|
+10
|
+6%
|
|
|
1985
|
Covestor
London,
United Kingdom
|
$75K
|
-$35.1K
|
-80
|
-32%
|
|
|
1986
|
CNB Bank
Clearfield,
Pennsylvania
|
$74.6K
|
–
|
–
|
–
|
|
|
1987
|
Janiczek Wealth Management
Denver,
Colorado
|
$74.6K
|
–
|
–
|
–
|
|
|
1988
|
Horrell Capital Management
Little Rock,
Arkansas
|
$72K
|
–
|
–
|
–
|
|
|
1989
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$71.9K
|
-$18.9K
|
-43
|
-21%
|
|
|
1990
|
Tradewinds Capital Management
Bellingham,
Washington
|
$71.5K
|
+$1.75K
|
+4
|
+3%
|
|
|
1991
|
Kelly Financial Services
Braintree,
Massachusetts
|
$71.3K
|
+$6.14K
|
+14
|
+10%
|
|
|
1992
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$68.8K
|
–
|
–
|
–
|
|
|
1993
|
Old Second National Bank of Aurora
Aurora,
Illinois
|
$68.3K
|
–
|
–
|
–
|
|
|
1994
|
Bellevue Asset Management
Bellevue,
Washington
|
$67.8K
|
–
|
–
|
–
|
|
|
1995
|
Core Alternative Capital
Peachtree Corners,
Georgia
|
$67.8K
|
–
|
–
|
–
|
|
|
1996
|
Private Wealth Management Group
Princeton,
New Jersey
|
$67.8K
|
–
|
–
|
–
|
|
|
1997
|
Cyrus J. Lawrence
New York
|
$67K
|
–
|
–
|
–
|
|
|
1998
|
Jackson Grant Investment Advisers
Stamford,
Connecticut
|
$66.5K
|
–
|
–
|
–
|
|
|
1999
|
Investment Research & Advisory Group
Atlanta,
Georgia
|
$62.9K
|
–
|
–
|
–
|
|
|
2000
|
Transcendent Capital Group
Edmond,
Oklahoma
|
$60.2K
|
-$708K
|
-1,613
|
-92%
|
|
