|
1976
|
San Luis Wealth Advisors
San Luis Obispo,
California
|
$56K
|
+$52.7K
|
+488
|
New
|
|
|
1977
|
Bray Capital Advisors
Naples,
Florida
|
$54K
|
–
|
–
|
–
|
|
|
1978
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$53K
|
+$3.88K
|
+36
|
+8%
|
|
|
1979
|
SYM Financial Corp
Winona Lake,
Indiana
|
$52K
|
-$1.62K
|
-15
|
-3%
|
|
|
1980
|
Bromfield Sneider Wealth Advisors
Westwood,
Massachusetts
|
$52K
|
+$52.4K
|
+486
|
New
|
|
|
1981
|
Anchor Investment Management
Columbia,
South Carolina
|
$47.6K
|
-$7.12K
|
-66
|
-13%
|
|
|
1982
|
Life Planning Partners
Jacksonville,
Florida
|
$47K
|
-$1.19K
|
-11
|
-2%
|
|
|
1983
|
Westside Investment Management
Santa Monica,
California
|
$45.2K
|
+$324K
|
+3,000
|
+25%
|
|
|
1984
|
Dixon Hughes Goodman Wealth Advisors
Asheville,
North Carolina
|
$45K
|
-$92.9K
|
-861
|
-67%
|
|
|
1985
|
Stonebridge Capital Advisors
St Paul,
Minnesota
|
$45K
|
+$34.9K
|
+323
|
+355%
|
|
|
1986
|
Janiczek Wealth Management
Denver,
Colorado
|
$44K
|
-$9.17K
|
-85
|
-17%
|
|
|
1987
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
$44K
|
–
|
–
|
–
|
|
|
1988
|
Cascade Investment Advisors
Oregon City,
Oregon
|
$40K
|
+$40K
|
+371
|
New
|
|
|
1989
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$39K
|
–
|
–
|
–
|
|
|
1990
|
Founders Capital Management (Texas)
Houston,
Texas
|
$38K
|
–
|
–
|
–
|
|
|
1991
|
Hoese & Co
Glencoe,
Minnesota
|
$37K
|
+$36.7K
|
+340
|
New
|
|
|
1992
|
Perkins Coie Trust Company
Seattle,
Washington
|
$36K
|
-$43.2K
|
-400
|
-54%
|
|
|
1993
|
Tradewinds Capital Management
Bellingham,
Washington
|
$36K
|
–
|
–
|
–
|
|
|
1994
|
Capital Investment Counsel Inc
Raleigh,
North Carolina
|
$36K
|
+$35.8K
|
+332
|
New
|
|
|
1995
|
Atticus Wealth Management
Palm Beach Gardens,
Florida
|
$35K
|
+$9.5K
|
+88
|
+38%
|
|
|
1996
|
MV Capital Management
Bethesda,
Maryland
|
$35K
|
+$34.9K
|
+323
|
New
|
|
|
1997
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$34K
|
-$1.8M
|
-16,653
|
-98%
|
|
|
1998
|
Alaethes Wealth
Glenbrook,
Nevada
|
$33K
|
–
|
–
|
–
|
|
|
1999
|
Optiver Holding
Amsterdam,
Netherlands
|
$32K
|
-$52.8K
|
-489
|
-62%
|
|
|
2000
|
CoreFirst Bank & Trust
Topeka,
Kansas
|
$32K
|
–
|
–
|
–
|
|
