|
1976
|
Destiny Wealth Partners
Tavares,
Florida
|
$56K
|
+$365
|
+5
|
+0.7%
|
|
|
1977
|
Wealthcare Capital Management
Richmond,
Virginia
|
$56K
|
+$53K
|
+726
|
New
|
|
|
1978
|
Selective Wealth Management
Forest,
Virginia
|
$55K
|
–
|
–
|
–
|
|
|
1979
|
Simon Quick Advisors
Morristown,
New Jersey
|
$54K
|
+$3.94K
|
+54
|
+8%
|
|
|
1980
|
Column Capital Advisors
Indianapolis,
Indiana
|
$52K
|
-$6.71K
|
-92
|
-12%
|
|
|
1981
|
Central Bank & Trust
Lexington,
Kentucky
|
$52K
|
-$2.19K
|
-30
|
-4%
|
|
|
1982
|
Tarbox Family Office
Newport Beach,
California
|
$51K
|
–
|
–
|
–
|
|
|
1983
|
Cascade Investment Advisors
Oregon City,
Oregon
|
$49.9K
|
+$47.1K
|
+646
|
New
|
|
|
1984
|
Investors Research Corp
Atlanta,
Georgia
|
$49K
|
-$51.1K
|
-700
|
-53%
|
|
|
1985
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
$47K
|
+$44K
|
+603
|
New
|
|
|
1986
|
Sierra Capital
Miami,
Florida
|
$47K
|
+$44.8K
|
+614
|
New
|
|
|
1987
|
IMA Advisory Services
Denver,
Colorado
|
$46K
|
-$1.45M
|
-19,930
|
-97%
|
|
|
1988
|
Costello Asset Management
Feasterville,
Pennsylvania
|
$46K
|
-$3.65K
|
-50
|
-8%
|
|
|
1989
|
ADE LLC
Baltimore,
Maryland
|
$45K
|
-$3.79K
|
-52
|
-8%
|
|
|
1990
|
Credential Qtrade Securities
Vancouver,
|
$44.9K
|
–
|
–
|
–
|
|
|
1991
|
Centerpoint Advisors
Needham,
Massachusetts
|
$44K
|
–
|
–
|
–
|
|
|
1992
|
Solstein Capital
Menlo Park,
California
|
$43K
|
+$40.3K
|
+552
|
New
|
|
|
1993
|
Front Row Advisors
Tiburon,
California
|
$41K
|
+$657
|
+9
|
+2%
|
|
|
1994
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$39K
|
-$21.9K
|
-300
|
-37%
|
|
|
1995
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
$39K
|
–
|
–
|
–
|
|
|
1996
|
Canton Hathaway
Providence,
Rhode Island
|
$39K
|
–
|
–
|
–
|
|
|
1997
|
Skandinaviska Enskilda Banken (SEB)
Stockholm,
Sweden
|
$39K
|
–
|
–
|
–
|
|
|
1998
|
Perennial Advisors
New York
|
$39K
|
+$13.6K
|
+186
|
+57%
|
|
|
1999
|
Country Trust Bank
Bloomington,
Illinois
|
$38K
|
-$13.8K
|
-189
|
-28%
|
|
|
2000
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$38K
|
+$9.2K
|
+126
|
+34%
|
|
