|
1976
|
Tradition Wealth Management
Edina,
Minnesota
|
$272K
|
+$30.1K
|
+309
|
+12%
|
|
|
1977
|
Dougherty Wealth Advisers
Wayzata,
Minnesota
|
$272K
|
–
|
–
|
–
|
|
|
1978
|
Concentrum Wealth Management
San Jose,
California
|
$272K
|
+$275K
|
+2,829
|
New
|
|
|
1979
|
WealthPLAN Partners
Omaha,
Nebraska
|
$272K
|
-$96.2K
|
-988
|
-26%
|
|
|
1980
|
Legacy Capital Group California
Los Gatos,
California
|
$272K
|
+$30K
|
+308
|
+12%
|
|
|
1981
|
Boltwood Capital Management
Walnut Creek,
California
|
$271K
|
-$14.6K
|
-150
|
-5%
|
|
|
1982
|
Eastern Bank
Boston,
Massachusetts
|
$271K
|
–
|
–
|
–
|
|
|
1983
|
Rakuten Investment Management
Tokyo,
Japan
|
$271K
|
+$275K
|
+2,828
|
New
|
|
|
1984
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$271K
|
–
|
–
|
–
|
|
|
1985
|
Foundry Partners
Minneapolis,
Minnesota
|
$270K
|
–
|
–
|
–
|
|
|
1986
|
|
$269K
|
–
|
–
|
–
|
|
|
1987
|
West Bancorporation
West Des Moines,
Iowa
|
$269K
|
+$273K
|
+2,800
|
New
|
|
|
1988
|
Walden Wealth Partners
Beachwood,
Ohio
|
$269K
|
+$272K
|
+2,798
|
New
|
|
|
1989
|
Investment Advisory Group
Hanover,
Massachusetts
|
$268K
|
-$876
|
-9
|
-0.3%
|
|
|
1990
|
Hendley & Co
Zanesville,
Ohio
|
$267K
|
+$973
|
+10
|
+0.4%
|
|
|
1991
|
Peak Asset Management
Louisville,
Colorado
|
$266K
|
+$487
|
+5
|
+0.2%
|
|
|
1992
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$265K
|
–
|
–
|
–
|
|
|
1993
|
Enzi Wealth
Austin,
Texas
|
$265K
|
-$38.8K
|
-399
|
-12%
|
|
|
1994
|
Gries Financial
Cleveland,
Ohio
|
$265K
|
+$269K
|
+2,762
|
New
|
|
|
1995
|
Secure Asset Management
Troy,
Michigan
|
$265K
|
-$47.4K
|
-487
|
-15%
|
|
|
1996
|
Silver Oak Securities
Jackson,
Tennessee
|
$265K
|
+$268K
|
+2,757
|
New
|
|
|
1997
|
Intrepid Financial Planning Group
Carmel,
Indiana
|
$264K
|
–
|
–
|
–
|
|
|
1998
|
First Interstate Bank
Billings,
Montana
|
$264K
|
-$40K
|
-411
|
-13%
|
|
|
1999
|
Bond & Devick Financial Network
St. Louis Park,
Minnesota
|
$264K
|
–
|
–
|
–
|
|
|
2000
|
|
$263K
|
+$266K
|
+2,735
|
New
|
|
