|
1976
|
McClarren Financial Advisors
State College,
Pennsylvania
|
$16K
|
+$289
|
+3
|
+2%
|
|
|
1977
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$15.9K
|
–
|
–
|
–
|
|
|
1978
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$15.1K
|
–
|
–
|
–
|
|
|
1979
|
Provenance Wealth Advisors
Fort Lauderdale,
Florida
|
$14.3K
|
+$14.8K
|
+154
|
New
|
|
|
1980
|
Gleason Group
Prospect,
Kentucky
|
$14.2K
|
+$192
|
+2
|
+1%
|
|
|
1981
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$14K
|
-$5.58K
|
-58
|
-28%
|
|
|
1982
|
Cassady Schiller Wealth Management
Cincinnati,
Ohio
|
$13.8K
|
–
|
–
|
–
|
|
|
1983
|
Core Wealth Advisors (Florida)
Lakeland,
Florida
|
$13.4K
|
–
|
–
|
–
|
|
|
1984
|
Financial Freedom LLC
Cincinnati,
Ohio
|
$13.4K
|
-$481
|
-5
|
-3%
|
|
|
1985
|
HighMark Wealth Management
St. Paul,
Minnesota
|
$13.1K
|
+$3.18K
|
+33
|
+30%
|
|
|
1986
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$13.1K
|
–
|
–
|
–
|
|
|
1987
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$12.9K
|
+$9.05K
|
+94
|
+209%
|
|
|
1988
|
Carmel Capital Partners
San Diego,
California
|
$12.7K
|
+$13.2K
|
+137
|
New
|
|
|
1989
|
McIlrath & Eck
Arlington,
Washington
|
$12K
|
–
|
–
|
–
|
|
|
1990
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$11.1K
|
+$11.5K
|
+120
|
New
|
|
|
1991
|
Mine & Arao Wealth Creation & Management
Campbell,
California
|
$10.9K
|
–
|
–
|
–
|
|
|
1992
|
|
$9.91K
|
-$22.3K
|
-232
|
-68%
|
|
|
1993
|
American State Bank (Iowa)
Sioux Center,
Iowa
|
$9.26K
|
–
|
–
|
–
|
|
|
1994
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
$9.26K
|
–
|
–
|
–
|
|
|
1995
|
Fortis Group Advisors
Westwood,
New Jersey
|
$9.26K
|
+$9.62K
|
+100
|
New
|
|
|
1996
|
Pacifica Partners
Surrey,
Canada
|
$9.2K
|
–
|
–
|
–
|
|
|
1997
|
First PREMIER Bank
Sioux Falls,
South Dakota
|
$9K
|
–
|
–
|
–
|
|
|
1998
|
Boyd Watterson Asset Management
Cleveland,
Ohio
|
$8.52K
|
–
|
–
|
–
|
|
|
1999
|
Truvestments Capital
Sarasota,
Florida
|
$7.68K
|
–
|
–
|
–
|
|
|
2000
|
Highline Wealth Partners
Sherman Oaks,
California
|
$7.61K
|
–
|
–
|
–
|
|
