|
1976
|
Personal CFO Solutions
Chester,
New Jersey
|
$905K
|
+$346K
|
+2,009
|
+57%
|
|
|
1977
|
Baystate Wealth Management
Boston,
Massachusetts
|
$901K
|
+$5K
|
+29
|
+0.5%
|
|
|
1978
|
Cresta Advisors
Laredo,
Texas
|
$899K
|
+$949K
|
+5,509
|
New
|
|
|
1979
|
Buttonwood Financial Advisors
Baltimore,
Maryland
|
$895K
|
-$1.72K
|
-10
|
-0.2%
|
|
|
1980
|
Weik Capital Management
Wyomissing,
Pennsylvania
|
$893K
|
-$88.8K
|
-515
|
-9%
|
|
|
1981
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$893K
|
-$63.6K
|
-369
|
-7%
|
|
|
1982
|
Alera Investment Advisors
Deerfield,
Illinois
|
$891K
|
+$34.6K
|
+201
|
+4%
|
|
|
1983
|
McMorgan & Co
San Francisco,
California
|
$889K
|
-$12.1K
|
-70
|
-1%
|
|
|
1984
|
Day & Ennis
Macon,
Georgia
|
$889K
|
+$689
|
+4
|
+0.1%
|
|
|
1985
|
Norris Perne & French
Grand Rapids,
Michigan
|
$887K
|
-$18.1K
|
-105
|
-2%
|
|
|
1986
|
First International Bank & Trust
Watford City,
North Dakota
|
$887K
|
+$121K
|
+704
|
+15%
|
|
|
1987
|
Old Mission Capital
Chicago,
Illinois
|
$887K
|
+$936K
|
+5,434
|
New
|
|
|
1988
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$886K
|
-$38.1K
|
-221
|
-4%
|
|
|
1989
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$884K
|
–
|
–
|
–
|
|
|
1990
|
Cottonwood Capital Advisors
Salt Lake City,
Utah
|
$882K
|
+$4.31K
|
+25
|
+0.5%
|
|
|
1991
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$882K
|
+$16.7K
|
+97
|
+2%
|
|
|
1992
|
SimplyRich
Carlsbad,
California
|
$880K
|
–
|
–
|
–
|
|
|
1993
|
Emerald Advisors
Bellevue,
Washington
|
$879K
|
+$27.9K
|
+162
|
+3%
|
|
|
1994
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$875K
|
-$58.4K
|
-339
|
-6%
|
|
|
1995
|
Seven Springs Wealth Group
Brentwood,
Tennessee
|
$873K
|
+$35K
|
+203
|
+4%
|
|
|
1996
|
Charles Schwab Trust
Henderson,
Nevada
|
$872K
|
-$84.4K
|
-490
|
-8%
|
|
|
1997
|
Barings
Charlotte,
North Carolina
|
$870K
|
-$1.2M
|
-6,949
|
-57%
|
|
|
1998
|
Peoples Bank (Ohio)
Marietta,
Ohio
|
$870K
|
-$63.2K
|
-367
|
-6%
|
|
|
1999
|
IRON Financial
Northbrook,
Illinois
|
$868K
|
+$107K
|
+620
|
+13%
|
|
|
2000
|
CM Wealth Advisors
Beachwood,
Ohio
|
$860K
|
–
|
–
|
–
|
|
