|
1976
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$48K
|
+$20.3K
|
+134
|
+94%
|
|
|
1977
|
Operose Advisors
Milwaukee,
Wisconsin
|
$46.4K
|
–
|
–
|
–
|
|
|
1978
|
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
|
$46K
|
-$3.03K
|
-20
|
-7%
|
|
|
1979
|
Pin Oak Investment Advisors
Houston,
Texas
|
$45K
|
+$758
|
+5
|
+2%
|
|
|
1980
|
West Oak Capital
Westlake Village,
California
|
$44.3K
|
–
|
–
|
–
|
|
|
1981
|
|
$44K
|
–
|
–
|
–
|
|
|
1982
|
Cassady Schiller Wealth Management
Cincinnati,
Ohio
|
$44K
|
–
|
–
|
–
|
|
|
1983
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$43.5K
|
–
|
–
|
–
|
|
|
1984
|
POM Investment Strategies
Raleigh,
North Carolina
|
$43.1K
|
+$33.7K
|
+222
|
+854%
|
|
|
1985
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$42.4K
|
-$6.07K
|
-40
|
-14%
|
|
|
1986
|
Bell Investment Advisors
Oakland,
California
|
$40.5K
|
+$6.98K
|
+46
|
+25%
|
|
|
1987
|
Bullock Wealth Management
Bloomington,
Indiana
|
$39.5K
|
+$4.4K
|
+29
|
+15%
|
|
|
1988
|
Valued Wealth Advisors
Holladay,
Utah
|
$37.5K
|
–
|
–
|
–
|
|
|
1989
|
Abound Wealth Management
Franklin,
Tennessee
|
$36.3K
|
-$24.6K
|
-162
|
-44%
|
|
|
1990
|
North Star Investment Management
Chicago,
Illinois
|
$36.2K
|
–
|
–
|
–
|
|
|
1991
|
Abich Financial Wealth Management
Ashburn,
Virginia
|
$36.2K
|
+$16.4K
|
+108
|
+108%
|
|
|
1992
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$35.6K
|
-$8.04K
|
-53
|
-21%
|
|
|
1993
|
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
|
$34.6K
|
-$9.1K
|
-60
|
-23%
|
|
|
1994
|
Tanglewood Legacy Advisors
Houston,
Texas
|
$34.6K
|
–
|
–
|
–
|
|
|
1995
|
Aspect Partners
Fairfax,
Virginia
|
$34.3K
|
+$7.58K
|
+50
|
+34%
|
|
|
1996
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$34K
|
–
|
–
|
–
|
|
|
1997
|
First Community Trust
Dubuque,
Iowa
|
$32.5K
|
+$28.4K
|
+187
|
New
|
|
|
1998
|
Fairscale Capital
Nashua,
New Hampshire
|
$31.6K
|
+$25.8K
|
+170
|
New
|
|
|
1999
|
Sachetta
Lynnfield,
Massachusetts
|
$30.9K
|
-$11.4K
|
-75
|
-27%
|
|
|
2000
|
Old Point Trust & Financial Services N A
Newport News,
Virginia
|
$30.8K
|
–
|
–
|
–
|
|
