|
1976
|
First Personal Financial Services
Charlotte,
North Carolina
|
$26K
|
+$337
|
+2
|
+1%
|
|
|
1977
|
Abound Wealth Management
Franklin,
Tennessee
|
$25.3K
|
+$337
|
+2
|
+1%
|
|
|
1978
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$24.6K
|
–
|
–
|
–
|
|
|
1979
|
SJS Investment Consulting
Sylvania,
Ohio
|
$24.3K
|
+$15.1K
|
+90
|
+173%
|
|
|
1980
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$24K
|
-$275K
|
-1,636
|
-92%
|
|
|
1981
|
REAP Financial Group
Austin,
Texas
|
$23K
|
+$2.69K
|
+16
|
+14%
|
|
|
1982
|
Castleview Partners
Dallas,
Texas
|
$21.2K
|
-$16.8K
|
-100
|
-45%
|
|
|
1983
|
Pin Oak Investment Advisors
Houston,
Texas
|
$21K
|
–
|
–
|
–
|
|
|
1984
|
Richard W. Paul & Associates
Novi,
Michigan
|
$20.5K
|
-$16.8K
|
-100
|
-45%
|
|
|
1985
|
FWL Investment Management
Dallas,
Texas
|
$20.5K
|
–
|
–
|
–
|
|
|
1986
|
Stephens Consulting
Flint,
Michigan
|
$20.5K
|
–
|
–
|
–
|
|
|
1987
|
Fortitude Family Office
Scottsdale,
Arizona
|
$20.2K
|
+$13.5K
|
+80
|
+211%
|
|
|
1988
|
Semmax Financial Advisors
Winston Salem,
North Carolina
|
$19.5K
|
-$37.4K
|
-222
|
-69%
|
|
|
1989
|
Hobbs Group Advisors
Columbia,
South Carolina
|
$19.5K
|
–
|
–
|
–
|
|
|
1990
|
Planning Capital Management Corporation
Paoli,
Pennsylvania
|
$19.5K
|
–
|
–
|
–
|
|
|
1991
|
Pacific Capital Wealth Advisors
Corona,
California
|
$18.8K
|
+$2.02K
|
+12
|
+12%
|
|
|
1992
|
C.M. Bidwell & Associates
Honolulu,
Hawaii
|
$18.5K
|
–
|
–
|
–
|
|
|
1993
|
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
$17.4K
|
–
|
–
|
–
|
|
|
1994
|
|
$17K
|
-$17.2K
|
-102
|
-50%
|
|
|
1995
|
McIlrath & Eck
Arlington,
Washington
|
$16.1K
|
+$15.8K
|
+94
|
New
|
|
|
1996
|
Coston McIsaac & Partners
Bar Harbor,
Maine
|
$16K
|
–
|
–
|
–
|
|
|
1997
|
Raffa Wealth Management
Washington,
District of Columbia
|
$15.4K
|
–
|
–
|
–
|
|
|
1998
|
Sittner & Nelson
Eugene,
Oregon
|
$14.4K
|
–
|
–
|
–
|
|
|
1999
|
MCF Advisors
Covington,
Kentucky
|
$14K
|
+$2.69K
|
+16
|
+24%
|
|
|
2000
|
Valued Wealth Advisors
Holladay,
Utah
|
$14K
|
+$8.75K
|
+52
|
+173%
|
|
