|
1976
|
Cassaday & Co Wealth Management
Mclean,
Virginia
|
$22K
|
-$1.04K
|
-10
|
-5%
|
|
|
1977
|
Activest Wealth Management
Aventure,
Florida
|
$21.9K
|
-$65.3K
|
-628
|
-75%
|
|
|
1978
|
Byrne Asset Management
Kingston,
New Jersey
|
$21.5K
|
-$5.2K
|
-50
|
-20%
|
|
|
1979
|
Security National Bank
Omaha,
Nebraska
|
$21.5K
|
–
|
–
|
–
|
|
|
1980
|
Orion Capital Management
Coronado,
California
|
$21.5K
|
+$20.8K
|
+200
|
New
|
|
|
1981
|
Dunhill Financial
London,
United Kingdom
|
$21.5K
|
+$3.95K
|
+38
|
+24%
|
|
|
1982
|
LifeSteps Financial
Claremont,
California
|
$21.1K
|
+$20.4K
|
+196
|
New
|
|
|
1983
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$20.6K
|
+$15.6K
|
+150
|
+357%
|
|
|
1984
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$20.4K
|
-$28.6K
|
-275
|
-59%
|
|
|
1985
|
Evolution Wealth Management
Fort Myers,
Florida
|
$20.4K
|
+$208
|
+2
|
+1%
|
|
|
1986
|
Bare Financial Services
Gap,
Pennsylvania
|
$19.8K
|
+$15.3K
|
+147
|
+397%
|
|
|
1987
|
HighMark Wealth Management
St. Paul,
Minnesota
|
$19.5K
|
+$6.24K
|
+60
|
+50%
|
|
|
1988
|
West Branch Capital
Amherst,
Massachusetts
|
$19.4K
|
–
|
–
|
–
|
|
|
1989
|
VSM Wealth Advisory
Hunt Valley,
Maryland
|
$19.3K
|
+$104
|
+1
|
+0.6%
|
|
|
1990
|
Fedenia Advisers
Madison,
Wisconsin
|
$19K
|
+$18.4K
|
+177
|
New
|
|
|
1991
|
Frazier Financial Advisors
Columbus,
Ohio
|
$18.9K
|
-$312
|
-3
|
-2%
|
|
|
1992
|
Prosperity Bancshares
Houston,
Texas
|
$17.8K
|
-$51.9K
|
-499
|
-75%
|
|
|
1993
|
Abound Wealth Management
Franklin,
Tennessee
|
$17.8K
|
-$21.5K
|
-207
|
-56%
|
|
|
1994
|
Adkins Seale Capital Management
Shreveport,
Louisiana
|
$17.6K
|
–
|
–
|
–
|
|
|
1995
|
Cedar Mountain Advisors
Lake Oswego,
Oregon
|
$17.6K
|
+$1.46K
|
+14
|
+9%
|
|
|
1996
|
TD Capital Management
Memphis,
Tennessee
|
$17.2K
|
+$208
|
+2
|
+1%
|
|
|
1997
|
Crewe Advisors
Salt Lake City,
Utah
|
$16.8K
|
+$9.25K
|
+89
|
+133%
|
|
|
1998
|
Vanguard Advisers Inc
Malvern,
Pennsylvania
|
$16.8K
|
+$14.3K
|
+138
|
+767%
|
|
|
1999
|
Abound Financial
Granite Bay,
California
|
$16.6K
|
–
|
–
|
–
|
|
|
2000
|
CrossGen Wealth
Greenville,
North Carolina
|
$16.5K
|
+$312
|
+3
|
+2%
|
|
