|
1976
|
First National Bank of South Miami
South Miami,
Florida
|
$162K
|
–
|
–
|
–
|
|
|
1977
|
Destiny Wealth Partners
Tavares,
Florida
|
$162K
|
+$118K
|
+690
|
New
|
|
|
1978
|
West Paces Advisors
Atlanta,
Georgia
|
$161K
|
-$1.02K
|
-6
|
-0.9%
|
|
|
1979
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$159K
|
-$7.68K
|
-45
|
-6%
|
|
|
1980
|
Tower View Wealth Management
Shorewood,
Wisconsin
|
$159K
|
–
|
–
|
–
|
|
|
1981
|
Investors Research Corp
Atlanta,
Georgia
|
$159K
|
+$51.2K
|
+300
|
+80%
|
|
|
1982
|
Canton Hathaway
Providence,
Rhode Island
|
$159K
|
+$115K
|
+675
|
New
|
|
|
1983
|
Tru Independence Asset Management 2
Portland,
Oregon
|
$159K
|
+$115K
|
+675
|
New
|
|
|
1984
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$156K
|
+$74.7K
|
+438
|
+195%
|
|
|
1985
|
Column Capital Advisors
Indianapolis,
Indiana
|
$155K
|
-$5.12K
|
-30
|
-4%
|
|
|
1986
|
Savior LLC
Wellesley Hills,
Massachusetts
|
$152K
|
–
|
–
|
–
|
|
|
1987
|
Key Financial Inc
West Chester,
Pennsylvania
|
$152K
|
+$110K
|
+645
|
New
|
|
|
1988
|
Resources Management Corp
West Hartford,
Connecticut
|
$151K
|
-$5.63K
|
-33
|
-5%
|
|
|
1989
|
Harvest Group Wealth Management
Waltham,
Massachusetts
|
$150K
|
+$1.54K
|
+9
|
+1%
|
|
|
1990
|
Valley Brook Capital Group
Venetia,
Pennsylvania
|
$148K
|
+$108K
|
+630
|
New
|
|
|
1991
|
Inspire Advisors
Meridian,
Idaho
|
$147K
|
+$106K
|
+624
|
New
|
|
|
1992
|
AssetMark Inc
Concord,
California
|
$145K
|
+$76.8K
|
+450
|
+273%
|
|
|
1993
|
tru Independence
Portland,
Oregon
|
$141K
|
+$159K
|
+930
|
+94%
|
|
|
1994
|
Caxton Associates (New York)
New York
|
$139K
|
-$608K
|
-3,564
|
-86%
|
|
|
1995
|
HighMark Wealth Management
St. Paul,
Minnesota
|
$138K
|
-$50.7K
|
-297
|
-34%
|
|
|
1996
|
Vantage Consulting Group
Virginia Beach,
Virginia
|
$137K
|
+$99.3K
|
+582
|
New
|
|
|
1997
|
Financial Enhancement Group
Anderson,
Indiana
|
$128K
|
–
|
–
|
–
|
|
|
1998
|
Spectrum Management Group
Indianapolis,
Indiana
|
$128K
|
+$1.02K
|
+6
|
+1%
|
|
|
1999
|
C.M. Bidwell & Associates
Honolulu,
Hawaii
|
$128K
|
+$92.7K
|
+543
|
New
|
|
|
2000
|
Avion Wealth
The Woodlands,
Texas
|
$123K
|
-$64K
|
-375
|
-42%
|
|
