|
1976
|
First Community Trust
Dubuque,
Iowa
|
$12.7K
|
–
|
–
|
–
|
|
|
1977
|
Berbice Capital Management
Melville,
New York
|
$12.7K
|
+$14.7K
|
+200
|
New
|
|
|
1978
|
Costello Asset Management
Feasterville,
Pennsylvania
|
$12.7K
|
+$14.7K
|
+200
|
New
|
|
|
1979
|
Reyes Financial Architecture
San Diego,
California
|
$12.7K
|
+$14.7K
|
+200
|
New
|
|
|
1980
|
Wiser Advisor Group
Phoenix,
Arizona
|
$12.2K
|
+$14.1K
|
+192
|
New
|
|
|
1981
|
Acadian Asset Management
Boston,
Massachusetts
|
$12K
|
-$11.9M
|
-161,198
|
-100%
|
|
|
1982
|
First United Bank & Trust
Oakland,
Maryland
|
$11.8K
|
-$5.96K
|
-81
|
-30%
|
|
|
1983
|
Ruedi Wealth Management
Champaign,
Illinois
|
$11.3K
|
–
|
–
|
–
|
|
|
1984
|
Stonebridge Financial Group (Pennsylvania)
Wormleysburg,
Pennsylvania
|
$11.2K
|
+$3.02K
|
+41
|
+30%
|
|
|
1985
|
TruNorth Capital Management
Kalamazoo,
Michigan
|
$10.5K
|
–
|
–
|
–
|
|
|
1986
|
Darwin Wealth Management
Tampa,
Florida
|
$10.4K
|
–
|
–
|
–
|
|
|
1987
|
Valued Wealth Advisors
Holladay,
Utah
|
$10.2K
|
-$1.32K
|
-18
|
-10%
|
|
|
1988
|
New England Capital Financial Advisors
Meriden,
Connecticut
|
$10.2K
|
+$74
|
+1
|
+0.6%
|
|
|
1989
|
MPWM Advisory Solutions
Alpharetta,
Georgia
|
$9.73K
|
+$74
|
+1
|
+0.7%
|
|
|
1990
|
Carolina Wealth Advisors
Myrtle Beach,
South Carolina
|
$9.52K
|
-$2.5K
|
-34
|
-18%
|
|
|
1991
|
Redmont Wealth Advisors
Chicago,
Illinois
|
$9.39K
|
+$10.9K
|
+148
|
New
|
|
|
1992
|
Tower View Wealth Management
Shorewood,
Wisconsin
|
$9.39K
|
+$74
|
+1
|
+0.7%
|
|
|
1993
|
Koesten Hirschmann & Crabtree
Overland Park,
Kansas
|
$8.89K
|
+$10.3K
|
+140
|
New
|
|
|
1994
|
Abound Financial
Granite Bay,
California
|
$8.89K
|
+$10.3K
|
+140
|
New
|
|
|
1995
|
PFG Private Wealth Management
Lutz,
Florida
|
$8.82K
|
+$8.39K
|
+114
|
+456%
|
|
|
1996
|
Fairscale Capital
Nashua,
New Hampshire
|
$8.69K
|
–
|
–
|
–
|
|
|
1997
|
Steph & Co
Marinette,
Wisconsin
|
$8.51K
|
+$2.06K
|
+28
|
+26%
|
|
|
1998
|
Robinswood Financial
Kirkland,
Washington
|
$8.44K
|
+$9.42K
|
+128
|
+2,560%
|
|
|
1999
|
CBIZ Investment Advisory Services
Independence,
Ohio
|
$8.14K
|
+$4.64K
|
+63
|
+97%
|
|
|
2000
|
TD Capital Management
Memphis,
Tennessee
|
$8.13K
|
+$8.24K
|
+112
|
+700%
|
|
