|
1976
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$219K
|
-$6.8K
|
-36
|
-3%
|
|
|
1977
|
Core Wealth Management
Jupiter,
Florida
|
$219K
|
–
|
–
|
–
|
|
|
1978
|
Investment Advisory Services
The Woodlands,
Texas
|
$219K
|
-$58.2K
|
-308
|
-20%
|
|
|
1979
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$219K
|
+$227K
|
+1,201
|
New
|
|
|
1980
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$218K
|
–
|
–
|
–
|
|
|
1981
|
Copia Wealth Management
Bend,
Oregon
|
$218K
|
+$227K
|
+1,200
|
New
|
|
|
1982
|
Gemmer Asset Management
Walnut Creek,
California
|
$218K
|
–
|
–
|
–
|
|
|
1983
|
Caitong International Asset Management
Hong Kong
|
$218K
|
+$226K
|
+1,198
|
New
|
|
|
1984
|
High Net Worth Advisory Group
Naples,
Florida
|
$217K
|
–
|
–
|
–
|
|
|
1985
|
Peak Asset Management
Louisville,
Colorado
|
$216K
|
–
|
–
|
–
|
|
|
1986
|
FSM Wealth Advisors
Cleveland,
Ohio
|
$216K
|
+$230K
|
+1,220
|
New
|
|
|
1987
|
Krane Funds Advisors
New York
|
$216K
|
+$224K
|
+1,186
|
New
|
|
|
1988
|
Associated Banc-Corp
Green Bay,
Wisconsin
|
$215K
|
+$224K
|
+1,184
|
New
|
|
|
1989
|
Nadler Financial Group
Deerfield,
Illinois
|
$214K
|
-$2.27K
|
-12
|
-1%
|
|
|
1990
|
Altus Wealth Group
Colorado Springs,
Colorado
|
$214K
|
+$222K
|
+1,176
|
New
|
|
|
1991
|
SPC Financial Inc
Rockville,
Maryland
|
$214K
|
+$222K
|
+1,176
|
New
|
|
|
1992
|
FSA Wealth Management
Needham,
Massachusetts
|
$214K
|
-$81.6K
|
-432
|
-27%
|
|
|
1993
|
Intellus Advisors
Naples,
Florida
|
$214K
|
+$222K
|
+1,174
|
New
|
|
|
1994
|
Pure Financial Advisors
San Diego,
California
|
$214K
|
+$222K
|
+1,174
|
New
|
|
|
1995
|
Hexagon Capital Partners
Rogers,
Arkansas
|
$213K
|
+$43.1K
|
+228
|
+24%
|
|
|
1996
|
Hutchens & Kramer Investment Management Group
Carmel,
Indiana
|
$213K
|
+$221K
|
+1,172
|
New
|
|
|
1997
|
Cable Hill Partners
Portland,
Oregon
|
$213K
|
+$221K
|
+1,170
|
New
|
|
|
1998
|
Phocas Financial Corp
Alameda,
California
|
$213K
|
+$221K
|
+1,170
|
New
|
|
|
1999
|
Resurgent Financial Advisors
Atlanta,
Georgia
|
$213K
|
-$2.83K
|
-15
|
-1%
|
|
|
2000
|
Personal CFO Solutions
Chester,
New Jersey
|
$213K
|
+$221K
|
+1,168
|
New
|
|
