|
1976
|
Sierra Capital
Miami,
Florida
|
$52K
|
–
|
–
|
–
|
|
|
1977
|
IMA Advisory Services
Denver,
Colorado
|
$51K
|
-$168
|
-2
|
-0.3%
|
|
|
1978
|
USA Financial Formulas
Ada,
Michigan
|
$51K
|
+$50.2K
|
+596
|
New
|
|
|
1979
|
Lake Point Wealth Management
Rockwall,
Texas
|
$51K
|
+$50.5K
|
+600
|
New
|
|
|
1980
|
ADE LLC
Baltimore,
Maryland
|
$50K
|
–
|
–
|
–
|
|
|
1981
|
Credential Qtrade Securities
Vancouver,
|
$49.6K
|
–
|
–
|
–
|
|
|
1982
|
Central Bank & Trust
Lexington,
Kentucky
|
$49K
|
-$8.16K
|
-97
|
-14%
|
|
|
1983
|
Centerpoint Advisors
Needham,
Massachusetts
|
$49K
|
–
|
–
|
–
|
|
|
1984
|
Versant Capital Management
Phoenix,
Arizona
|
$48K
|
-$22.5K
|
-267
|
-32%
|
|
|
1985
|
Solstein Capital
Menlo Park,
California
|
$47K
|
–
|
–
|
–
|
|
|
1986
|
Costello Asset Management
Feasterville,
Pennsylvania
|
$45K
|
-$5.55K
|
-66
|
-11%
|
|
|
1987
|
Front Row Advisors
Tiburon,
California
|
$45K
|
+$337
|
+4
|
+0.8%
|
|
|
1988
|
Perennial Advisors
New York
|
$44K
|
–
|
–
|
–
|
|
|
1989
|
Canton Hathaway
Providence,
Rhode Island
|
$43K
|
–
|
–
|
–
|
|
|
1990
|
Skandinaviska Enskilda Banken (SEB)
Stockholm,
Sweden
|
$43K
|
–
|
–
|
–
|
|
|
1991
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$43K
|
+$168
|
+2
|
+0.4%
|
|
|
1992
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$42.8K
|
+$42.2K
|
+502
|
New
|
|
|
1993
|
Cedar Mountain Advisors
Lake Oswego,
Oregon
|
$42K
|
-$19.2K
|
-228
|
-31%
|
|
|
1994
|
Country Trust Bank
Bloomington,
Illinois
|
$42K
|
–
|
–
|
–
|
|
|
1995
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$42K
|
–
|
–
|
–
|
|
|
1996
|
Independence Bank of Kentucky
Owensboro,
Kentucky
|
$42K
|
+$41.3K
|
+491
|
New
|
|
|
1997
|
Cascade Investment Advisors
Oregon City,
Oregon
|
$41.2K
|
-$13.7K
|
-163
|
-25%
|
|
|
1998
|
Janiczek Wealth Management
Denver,
Colorado
|
$41K
|
+$2.94K
|
+35
|
+8%
|
|
|
1999
|
Cypress Point Wealth Management
Dallas,
Texas
|
$40K
|
+$39.2K
|
+466
|
New
|
|
|
2000
|
SOA Wealth Advisors
New York
|
$39K
|
+$1.6K
|
+19
|
+4%
|
|
