|
1976
|
Operose Advisors
Milwaukee,
Wisconsin
|
$15.5K
|
–
|
–
|
–
|
|
|
1977
|
Barrett & Company
Providence,
Rhode Island
|
$15.2K
|
–
|
–
|
–
|
|
|
1978
|
Country Trust Bank
Bloomington,
Illinois
|
$14.8K
|
–
|
–
|
–
|
|
|
1979
|
Global Financial Private Client
Sarasota,
Florida
|
$14.4K
|
+$8.28K
|
+24
|
+150%
|
|
|
1980
|
Robinswood Financial
Kirkland,
Washington
|
$13.7K
|
–
|
–
|
–
|
|
|
1981
|
Nemes Rush Group
Novi,
Michigan
|
$13.5K
|
–
|
–
|
–
|
|
|
1982
|
Silicon Valley Capital Partners
San Jose,
California
|
$12.8K
|
–
|
–
|
–
|
|
|
1983
|
Reston Wealth Management
Reston,
Virginia
|
$12.7K
|
+$12.1K
|
+35
|
New
|
|
|
1984
|
Delta Asset Management
Memphis,
Tennessee
|
$12.6K
|
–
|
–
|
–
|
|
|
1985
|
Golden State Equity Partners
South Coast Metro,
California
|
$11.9K
|
+$11.4K
|
+33
|
New
|
|
|
1986
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$10.8K
|
–
|
–
|
–
|
|
|
1987
|
Redmont Wealth Advisors
Chicago,
Illinois
|
$10.8K
|
–
|
–
|
–
|
|
|
1988
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$10.1K
|
–
|
–
|
–
|
|
|
1989
|
Raffa Wealth Management
Washington,
District of Columbia
|
$10.1K
|
–
|
–
|
–
|
|
|
1990
|
Penserra Capital Management
Orinda,
California
|
$10K
|
–
|
–
|
–
|
|
|
1991
|
Capital Performance Advisors
Walnut Creek,
California
|
$9.76K
|
+$9.32K
|
+27
|
New
|
|
|
1992
|
Annapolis Financial Services
Annapolis,
Maryland
|
$9.76K
|
–
|
–
|
–
|
|
|
1993
|
Fairfield Financial Advisors
Wellesley,
Massachusetts
|
$9.4K
|
–
|
–
|
–
|
|
|
1994
|
Creekmur Asset Management
Morton,
Illinois
|
$9.03K
|
-$9.66K
|
-28
|
-53%
|
|
|
1995
|
Avion Wealth
The Woodlands,
Texas
|
$9K
|
+$1.03K
|
+3
|
+13%
|
|
|
1996
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$7.59K
|
-$44.5K
|
-129
|
-86%
|
|
|
1997
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$7.46K
|
–
|
–
|
–
|
|
|
1998
|
Your Advocates Ltd
Houston,
Texas
|
$7.22K
|
–
|
–
|
–
|
|
|
1999
|
Cornerstone National Bank & Trust
Palatine,
Illinois
|
$7.22K
|
+$6.9K
|
+20
|
New
|
|
|
2000
|
Lincluden Management
Mississauga,
Ontario, Canada
|
$7K
|
+$6.9K
|
+20
|
New
|
|
