|
1976
|
Addison Advisors
Middlebury,
Vermont
|
$118K
|
–
|
–
|
–
|
|
|
1977
|
China Universal Asset Management Company
Shanghai,
China
|
$118K
|
–
|
–
|
–
|
|
|
1978
|
Tortoise Investment Management
White Plains,
New York
|
$116K
|
+$61.3K
|
+535
|
+118%
|
|
|
1979
|
Hemington Wealth Management
Falls Church,
Virginia
|
$116K
|
+$118K
|
+1,030
|
New
|
|
|
1980
|
C.M. Bidwell & Associates
Honolulu,
Hawaii
|
$112K
|
+$1.15K
|
+10
|
+1%
|
|
|
1981
|
Brown, Lisle/Cummings
Providence,
Rhode Island
|
$109K
|
–
|
–
|
–
|
|
|
1982
|
Fairscale Capital
Nashua,
New Hampshire
|
$106K
|
–
|
–
|
–
|
|
|
1983
|
Centaurus Financial
Anaheim,
California
|
$101K
|
+$98.2K
|
+856
|
New
|
|
|
1984
|
VitalStone Financial
Shavano Park,
Texas
|
$101K
|
-$5.28K
|
-46
|
-5%
|
|
|
1985
|
Elevation Wealth Partners
Santa Rosa,
California
|
$99.7K
|
+$115
|
+1
|
+0.1%
|
|
|
1986
|
Private Wealth Management Group
Princeton,
New Jersey
|
$99.2K
|
–
|
–
|
–
|
|
|
1987
|
Planning Capital Management Corporation
Paoli,
Pennsylvania
|
$98.9K
|
-$126K
|
-1,096
|
-57%
|
|
|
1988
|
Goodman Advisory Group
Needham,
Massachusetts
|
$98.7K
|
–
|
–
|
–
|
|
|
1989
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
$96.2K
|
–
|
–
|
–
|
|
|
1990
|
Riverview Trust Company
Vancouver,
Washington
|
$95.7K
|
+$2.52K
|
+22
|
+3%
|
|
|
1991
|
AllSquare Wealth Management
Albany,
New York
|
$93.3K
|
–
|
–
|
–
|
|
|
1992
|
West Paces Advisors
Atlanta,
Georgia
|
$93.3K
|
–
|
–
|
–
|
|
|
1993
|
Sachetta
Lynnfield,
Massachusetts
|
$92.4K
|
+$33.6K
|
+293
|
+59%
|
|
|
1994
|
Pacific Capital Wealth Advisors
Corona,
California
|
$91.6K
|
+$2.75K
|
+24
|
+3%
|
|
|
1995
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$91.1K
|
–
|
–
|
–
|
|
|
1996
|
Ransom Advisory
Providence,
Rhode Island
|
$91K
|
–
|
–
|
–
|
|
|
1997
|
First Community Trust
Dubuque,
Iowa
|
$88.2K
|
–
|
–
|
–
|
|
|
1998
|
Creative Financial Designs
Kokomo,
Indiana
|
$85K
|
–
|
–
|
–
|
|
|
1999
|
ESL Trust Services
Rochester,
New York
|
$83.3K
|
–
|
–
|
–
|
|
|
2000
|
LMR Partners
London,
United Kingdom
|
$82K
|
-$16.6M
|
-145,009
|
-100%
|
|
