|
1976
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$15K
|
-$812
|
-5
|
-5%
|
|
|
1977
|
AUA Capital Management
Camp Hill,
Pennsylvania
|
$14K
|
–
|
–
|
–
|
|
|
1978
|
Carolina Wealth Advisors
Myrtle Beach,
South Carolina
|
$13K
|
-$19.5K
|
-120
|
-60%
|
|
|
1979
|
Financial Enhancement Group
Anderson,
Indiana
|
$13K
|
-$812
|
-5
|
-6%
|
|
|
1980
|
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
$13K
|
+$3.57K
|
+22
|
+37%
|
|
|
1981
|
ADE LLC
Baltimore,
Maryland
|
$13K
|
+$13.5K
|
+83
|
New
|
|
|
1982
|
RBC Europe
London,
United Kingdom
|
$12.8K
|
-$26K
|
-160
|
-67%
|
|
|
1983
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$12K
|
+$3.74K
|
+23
|
+44%
|
|
|
1984
|
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
$12K
|
+$11.7K
|
+72
|
New
|
|
|
1985
|
Arlington Partners
Birmingham,
Alabama
|
$12K
|
+$12.2K
|
+75
|
New
|
|
|
1986
|
Evolution Wealth Advisors
Aventura,
Florida
|
$11K
|
-$112K
|
-690
|
-91%
|
|
|
1987
|
Gables Capital Management
Miami,
Florida
|
$11K
|
–
|
–
|
–
|
|
|
1988
|
True Link Financial Advisors
San Francisco,
California
|
$11K
|
+$11.2K
|
+69
|
New
|
|
|
1989
|
MPS Loria Financial Planners
Burr Ridge,
Illinois
|
$11K
|
+$11.4K
|
+70
|
New
|
|
|
1990
|
Tradition Wealth Management
Edina,
Minnesota
|
$11K
|
+$11.4K
|
+70
|
New
|
|
|
1991
|
Planned Solutions
Folsom,
California
|
$10K
|
–
|
–
|
–
|
|
|
1992
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$10K
|
+$4.71K
|
+29
|
+83%
|
|
|
1993
|
Harvest Group Wealth Management
Waltham,
Massachusetts
|
$9K
|
-$2.44K
|
-15
|
-22%
|
|
|
1994
|
Robbins Farley
Bedford,
New Hampshire
|
$9K
|
+$9.58K
|
+59
|
New
|
|
|
1995
|
Danda Trouve Investment Management
Prairie Village,
Kansas
|
$8K
|
-$24.4K
|
-150
|
-75%
|
|
|
1996
|
Winch Advisory Services
Appleton,
Wisconsin
|
$8K
|
–
|
–
|
–
|
|
|
1997
|
Altshuler Shaham
Tel Aviv,
Israel
|
$8K
|
+$650
|
+4
|
+9%
|
|
|
1998
|
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
$8K
|
+$7.96K
|
+49
|
New
|
|
|
1999
|
Financial Avengers
Oakland,
California
|
$8K
|
+$8.28K
|
+51
|
New
|
|
|
2000
|
HighMark Wealth Management
St. Paul,
Minnesota
|
$7K
|
-$19K
|
-117
|
-73%
|
|
