|
1976
|
Key Financial Inc
West Chester,
Pennsylvania
|
$43.4K
|
–
|
–
|
–
|
|
|
1977
|
Whipplewood Advisors
Littleton,
Colorado
|
$43K
|
-$1.89M
|
-22,605
|
-98%
|
|
|
1978
|
Sierra Ocean
Ripon,
California
|
$41.8K
|
+$8.88K
|
+106
|
+30%
|
|
|
1979
|
First PREMIER Bank
Sioux Falls,
South Dakota
|
$41K
|
–
|
–
|
–
|
|
|
1980
|
Core Alternative Capital
Peachtree Corners,
Georgia
|
$39.9K
|
–
|
–
|
–
|
|
|
1981
|
Washington Trust Advisors
Wellesley,
Massachusetts
|
$39.4K
|
–
|
–
|
–
|
|
|
1982
|
Country Trust Bank
Bloomington,
Illinois
|
$38.8K
|
+$6.28K
|
+75
|
+21%
|
|
|
1983
|
ORG Wealth Partners
Dallas,
Texas
|
$38K
|
-$55.1K
|
-658
|
-61%
|
|
|
1984
|
Sachetta
Lynnfield,
Massachusetts
|
$38K
|
+$7.29K
|
+87
|
+26%
|
|
|
1985
|
CGC Financial Services
Lake Oswego,
Oregon
|
$36.5K
|
–
|
–
|
–
|
|
|
1986
|
FSA Wealth Management
Needham,
Massachusetts
|
$36.5K
|
+$33.5K
|
+400
|
New
|
|
|
1987
|
Cedar Mountain Advisors
Lake Oswego,
Oregon
|
$36.3K
|
–
|
–
|
–
|
|
|
1988
|
Estabrook Capital Management
New York
|
$36K
|
-$126K
|
-1,500
|
-79%
|
|
|
1989
|
American Capital Advisory
Ketchum,
Idaho
|
$36K
|
–
|
–
|
–
|
|
|
1990
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$35.8K
|
+$32.8K
|
+392
|
New
|
|
|
1991
|
Activest Wealth Management
Aventure,
Florida
|
$35.5K
|
-$1.34K
|
-16
|
-4%
|
|
|
1992
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$34.7K
|
-$5.95K
|
-71
|
-16%
|
|
|
1993
|
Howard Hughes Medical Institute
Chevy Chase,
Maryland
|
$33.6K
|
+$30.8K
|
+368
|
New
|
|
|
1994
|
Puff Wealth Management
Haddonfield,
New Jersey
|
$33.2K
|
+$251
|
+3
|
+0.8%
|
|
|
1995
|
Evelyn Partners Asset Management
London,
|
$33.2K
|
–
|
–
|
–
|
|
|
1996
|
Redmont Wealth Advisors
Chicago,
Illinois
|
$32.7K
|
+$10.6K
|
+126
|
+54%
|
|
|
1997
|
Kiker Wealth Management
Jasper,
Georgia
|
$32.2K
|
–
|
–
|
–
|
|
|
1998
|
Main Street Group
Glen Allen,
Virginia
|
$32.1K
|
–
|
–
|
–
|
|
|
1999
|
Hoese & Co
Glencoe,
Minnesota
|
$32.1K
|
+$16.7K
|
+200
|
+132%
|
|
|
2000
|
Caldwell Sutter Capital
Sausalito,
California
|
$31.9K
|
-$335
|
-4
|
-1%
|
|
