|
1976
|
Bayban
Bayport,
Minnesota
|
$92.2K
|
+$6.13K
|
+64
|
+6%
|
|
|
1977
|
Twin Peaks Wealth Advisors
Burlingame,
California
|
$90.6K
|
+$100K
|
+1,046
|
New
|
|
|
1978
|
Arlington Trust
Birmingham,
Alabama
|
$89.9K
|
–
|
–
|
–
|
|
|
1979
|
Tompkins Financial
Ithaca,
New York
|
$87.8K
|
-$1.25K
|
-13
|
-1%
|
|
|
1980
|
Richardson Financial Services
Medway,
Massachusetts
|
$87.5K
|
–
|
–
|
–
|
|
|
1981
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$86.8K
|
-$6.13K
|
-64
|
-6%
|
|
|
1982
|
Vanguard National Trust
Malvern,
Pennsylvania
|
$85K
|
+$94K
|
+981
|
New
|
|
|
1983
|
McIlrath & Eck
Arlington,
Washington
|
$84.9K
|
+$49.7K
|
+519
|
+113%
|
|
|
1984
|
Cetera Trust Company
St. Paul,
Minnesota
|
$84.5K
|
–
|
–
|
–
|
|
|
1985
|
Costello Asset Management
Feasterville,
Pennsylvania
|
$81.1K
|
+$6.61K
|
+69
|
+8%
|
|
|
1986
|
Ballast Advisors
Woodbury,
Minnesota
|
$80.2K
|
-$774K
|
-8,078
|
-90%
|
|
|
1987
|
CNB Bank
Clearfield,
Pennsylvania
|
$78K
|
-$5.46K
|
-57
|
-6%
|
|
|
1988
|
Asset Planning Inc
Cypress,
California
|
$75.6K
|
–
|
–
|
–
|
|
|
1989
|
Hazlett, Burt & Watson
Wheeling,
West Virginia
|
$75K
|
-$2.68K
|
-28
|
-3%
|
|
|
1990
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
$75K
|
+$82.9K
|
+865
|
New
|
|
|
1991
|
Axiom Investment Management
New York
|
$73.4K
|
+$81.1K
|
+847
|
New
|
|
|
1992
|
WPG Advisers
Baltimore,
Maryland
|
$73.2K
|
-$10.4K
|
-109
|
-11%
|
|
|
1993
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$73K
|
+$19.7K
|
+206
|
+28%
|
|
|
1994
|
Evolution Wealth Management
Fort Myers,
Florida
|
$72.5K
|
+$69.5K
|
+726
|
+654%
|
|
|
1995
|
MTM Investment Management
Spartanburg,
South Carolina
|
$72K
|
–
|
–
|
–
|
|
|
1996
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$71.1K
|
-$1.37M
|
-14,290
|
-95%
|
|
|
1997
|
Whipplewood Advisors
Littleton,
Colorado
|
$69.9K
|
+$47.6K
|
+497
|
+160%
|
|
|
1998
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$69.4K
|
-$57.4K
|
-599
|
-43%
|
|
|
1999
|
Boreal Capital Management
Miami,
Florida
|
$69.1K
|
–
|
–
|
–
|
|
|
2000
|
WealthCollab
Bellevue,
Washington
|
$68.3K
|
–
|
–
|
–
|
|
