|
1976
|
Penobscot Wealth Management
Portland,
Maine
|
$373K
|
+$42.1K
|
+349
|
+13%
|
|
|
1977
|
Oak Harvest Investment Services
Houston,
Texas
|
$373K
|
+$121
|
+1
|
+0%
|
|
|
1978
|
Legacy Bridge
West Des Moines,
Iowa
|
$373K
|
–
|
–
|
–
|
|
|
1979
|
Lavaca Capital
Houston,
Texas
|
$371K
|
+$360K
|
+2,988
|
New
|
|
|
1980
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$370K
|
-$41.5K
|
-344
|
-10%
|
|
|
1981
|
Opulen Financial Group
Arlington,
Virginia
|
$369K
|
+$121
|
+1
|
+0%
|
|
|
1982
|
Tiller Private Wealth
Bethlehem,
Pennsylvania
|
$369K
|
–
|
–
|
–
|
|
|
1983
|
Brave Asset Management
Summit,
New Jersey
|
$369K
|
–
|
–
|
–
|
|
|
1984
|
Parcion Private Wealth
Bellevue,
Washington
|
$369K
|
–
|
–
|
–
|
|
|
1985
|
IFS Advisors
Overland Park,
Kansas
|
$368K
|
-$12.4K
|
-103
|
-3%
|
|
|
1986
|
West Financial Advisors
Des Moines,
Iowa
|
$368K
|
-$11.1K
|
-92
|
-3%
|
|
|
1987
|
Mitchell Sinkler & Starr
Philadelphia,
Pennsylvania
|
$368K
|
–
|
–
|
–
|
|
|
1988
|
Accelerate Investment Advisors
Aliso Viejo,
California
|
$366K
|
-$6.99K
|
-58
|
-2%
|
|
|
1989
|
Blue Rock Wealth Management
Winston-Salem,
North Carolina
|
$365K
|
–
|
–
|
–
|
|
|
1990
|
Peak Financial Advisors
Denver,
Colorado
|
$365K
|
–
|
–
|
–
|
|
|
1991
|
Valpey Financial Services
Concord,
New Hampshire
|
$364K
|
-$603
|
-5
|
-0.2%
|
|
|
1992
|
Holderness Investments Company
Greensboro,
North Carolina
|
$364K
|
+$59K
|
+489
|
+20%
|
|
|
1993
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$364K
|
-$4.58K
|
-38
|
-1%
|
|
|
1994
|
Washington Trust
Westerly,
Rhode Island
|
$364K
|
+$17.1K
|
+142
|
+5%
|
|
|
1995
|
Williams Jones Wealth Management
New York
|
$363K
|
-$176K
|
-1,456
|
-33%
|
|
|
1996
|
Wealthcare Capital Partners
West Chester,
Pennsylvania
|
$363K
|
+$43.9K
|
+364
|
+14%
|
|
|
1997
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$362K
|
-$2.26M
|
-18,712
|
-87%
|
|
|
1998
|
SJS Investment Consulting
Sylvania,
Ohio
|
$362K
|
–
|
–
|
–
|
|
|
1999
|
Kiley Juergens Wealth Management
Olympia,
Washington
|
$361K
|
–
|
–
|
–
|
|
|
2000
|
Maia Wealth
Denver,
Colorado
|
$361K
|
+$69K
|
+572
|
+24%
|
|
