|
1976
|
EARNEST Partners
Atlanta,
Georgia
|
$50K
|
–
|
–
|
–
|
|
|
1977
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$50K
|
+$1.15K
|
+13
|
+2%
|
|
|
1978
|
Riverview Trust Company
Vancouver,
Washington
|
$48K
|
+$9.22K
|
+104
|
+23%
|
|
|
1979
|
Bell Investment Advisors
Oakland,
California
|
$47K
|
-$2.31K
|
-26
|
-5%
|
|
|
1980
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$46K
|
–
|
–
|
–
|
|
|
1981
|
Antonetti Capital Management
Naples,
Florida
|
$46K
|
+$443
|
+5
|
+0.9%
|
|
|
1982
|
Atticus Wealth Management
Palm Beach Gardens,
Florida
|
$45K
|
–
|
–
|
–
|
|
|
1983
|
John W. Brooker & Co
Oakland,
California
|
$45K
|
–
|
–
|
–
|
|
|
1984
|
First Personal Financial Services
Charlotte,
North Carolina
|
$44K
|
+$45.7K
|
+515
|
New
|
|
|
1985
|
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
|
$44K
|
+$45.8K
|
+517
|
New
|
|
|
1986
|
|
$43K
|
-$1.24M
|
-13,980
|
-97%
|
|
|
1987
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$43K
|
-$44.3K
|
-500
|
-50%
|
|
|
1988
|
CKW Financial Group
Honolulu,
Hawaii
|
$43K
|
–
|
–
|
–
|
|
|
1989
|
Vienna Asset Management
Saratoga,
California
|
$43K
|
+$44.1K
|
+497
|
New
|
|
|
1990
|
Independence Bank of Kentucky
Owensboro,
Kentucky
|
$42K
|
-$434K
|
-4,899
|
-91%
|
|
|
1991
|
Oxler Private Wealth
Rye Brook,
New York
|
$41.9K
|
–
|
–
|
–
|
|
|
1992
|
Mitsubishi UFJ Morgan Stanley Securities
Tokyo,
Japan
|
$41K
|
–
|
–
|
–
|
|
|
1993
|
Dakota Community Bank & Trust
Hebron,
North Dakota
|
$41K
|
+$41.9K
|
+472
|
New
|
|
|
1994
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$40K
|
-$3.19K
|
-36
|
-7%
|
|
|
1995
|
Creative Financial Designs
Kokomo,
Indiana
|
$40K
|
–
|
–
|
–
|
|
|
1996
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$39K
|
-$2.22K
|
-25
|
-5%
|
|
|
1997
|
Turim 21 Investimentos
Rio De Janeiro,
Brazil
|
$39K
|
+$39.9K
|
+450
|
New
|
|
|
1998
|
Global Financial Private Client
Sarasota,
Florida
|
$38.8K
|
+$7.63K
|
+86
|
+24%
|
|
|
1999
|
Bogart Wealth LLC
Mclean,
Virginia
|
$38K
|
-$14.4K
|
-162
|
-27%
|
|
|
2000
|
Center for Financial Planning
Southfied,
Michigan
|
$37K
|
-$2.66K
|
-30
|
-7%
|
|
