|
1976
|
Barrett & Company
Providence,
Rhode Island
|
$2.85K
|
-$422
|
-1
|
-13%
|
|
|
1977
|
Crews Bank & Trust
Wauchula,
Florida
|
$2.85K
|
–
|
–
|
–
|
|
|
1978
|
Fairman Group
Chesterbrook,
Pennsylvania
|
$2.85K
|
–
|
–
|
–
|
|
|
1979
|
Paladin Partners
Hartland,
Wisconsin
|
$2.85K
|
–
|
–
|
–
|
|
|
1980
|
Burkett Financial Services
Rock Hill,
South Carolina
|
$2.47K
|
–
|
–
|
–
|
|
|
1981
|
NorthAvenue LLC
Columbus,
Ohio
|
$2.44K
|
–
|
–
|
–
|
|
|
1982
|
NVWM LLC
Yardley,
Pennsylvania
|
$2.44K
|
+$422
|
+1
|
+20%
|
|
|
1983
|
Oakmont Advisory Group
Albuquerque,
New Mexico
|
$2.44K
|
+$2.53K
|
+6
|
New
|
|
|
1984
|
Golden State Equity Partners
South Coast Metro,
California
|
$2.44K
|
-$789K
|
-1,868
|
-100%
|
|
|
1985
|
PayPay Securities
Tokyo,
Japan
|
$2.31K
|
+$422
|
+1
|
+20%
|
|
|
1986
|
Miller Capital Partners
Troy,
Michigan
|
$2.04K
|
–
|
–
|
–
|
|
|
1987
|
Archer Investment Corporation
Carmel,
Indiana
|
$2.04K
|
–
|
–
|
–
|
|
|
1988
|
Sawyer & Company
Boston,
Massachusetts
|
$2.04K
|
–
|
–
|
–
|
|
|
1989
|
Barnes Dennig Private Wealth Management
Cincinnati,
Ohio
|
$2.04K
|
+$2.11K
|
+5
|
New
|
|
|
1990
|
Bullock Wealth Management
Bloomington,
Indiana
|
$1.68K
|
–
|
–
|
–
|
|
|
1991
|
1620 Investment Advisors
Plymouth,
Massachusetts
|
$1.66K
|
–
|
–
|
–
|
|
|
1992
|
Three Bearings Fiduciary Advisors
Hampton,
New Hampshire
|
$1.63K
|
–
|
–
|
–
|
|
|
1993
|
Networth Advisors
Canonsburg,
Pennsylvania
|
$1.63K
|
–
|
–
|
–
|
|
|
1994
|
POM Investment Strategies
Raleigh,
North Carolina
|
$1.63K
|
–
|
–
|
–
|
|
|
1995
|
Sunrise Financial Services
Burien,
Washington
|
$1.63K
|
–
|
–
|
–
|
|
|
1996
|
Lummis Asset Management
Fort Worth,
Texas
|
$1.63K
|
+$1.69K
|
+4
|
New
|
|
|
1997
|
Spectrum Wealth Advisory Group
Granite Bay,
California
|
$1.23K
|
+$1.27K
|
+3
|
New
|
|
|
1998
|
Parallax Volatility Advisers
San Francisco,
California
|
$1.22K
|
-$228K
|
-541
|
-99%
|
|
|
1999
|
Mosley Wealth Management
Anaheim,
California
|
$1.22K
|
-$30.8K
|
-73
|
-96%
|
|
|
2000
|
WealthCollab
Bellevue,
Washington
|
$1.22K
|
-$2.53K
|
-6
|
-67%
|
|
