|
1976
|
Hilltop National Bank
Casper,
Wyoming
|
$25.3K
|
–
|
–
|
–
|
|
|
1977
|
Centerpoint Advisors
Needham,
Massachusetts
|
$25K
|
–
|
–
|
–
|
|
|
1978
|
E Fund Management (HK)
Central,
Hong Kong
|
$24.7K
|
+$15.3K
|
+147
|
+177%
|
|
|
1979
|
PlanVest Financial
Gaithersburg,
Maryland
|
$24.5K
|
–
|
–
|
–
|
|
|
1980
|
Alpine Bank Wealth Management
Grand Junction,
Colorado
|
$24.2K
|
+$23.4K
|
+225
|
New
|
|
|
1981
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$24.1K
|
-$624
|
-6
|
-3%
|
|
|
1982
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$23.3K
|
–
|
–
|
–
|
|
|
1983
|
Consultiva Wealth Management
San Juan,
Puerto Rico
|
$23.1K
|
–
|
–
|
–
|
|
|
1984
|
Elevation Wealth Partners
Santa Rosa,
California
|
$22.9K
|
+$6.96K
|
+67
|
+46%
|
|
|
1985
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$22.8K
|
-$7.59K
|
-73
|
-26%
|
|
|
1986
|
Bayban
Bayport,
Minnesota
|
$22.5K
|
–
|
–
|
–
|
|
|
1987
|
Cassaday & Co Wealth Management
Mclean,
Virginia
|
$22K
|
-$1.04K
|
-10
|
-5%
|
|
|
1988
|
Activest Wealth Management
Aventure,
Florida
|
$21.9K
|
-$65.3K
|
-628
|
-75%
|
|
|
1989
|
Byrne Asset Management
Kingston,
New Jersey
|
$21.5K
|
-$5.2K
|
-50
|
-20%
|
|
|
1990
|
Security National Bank
Omaha,
Nebraska
|
$21.5K
|
–
|
–
|
–
|
|
|
1991
|
Orion Capital Management
Coronado,
California
|
$21.5K
|
+$20.8K
|
+200
|
New
|
|
|
1992
|
Dunhill Financial
London,
United Kingdom
|
$21.5K
|
+$3.95K
|
+38
|
+24%
|
|
|
1993
|
LifeSteps Financial
Claremont,
California
|
$21.1K
|
+$20.4K
|
+196
|
New
|
|
|
1994
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$20.6K
|
+$15.6K
|
+150
|
+357%
|
|
|
1995
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$20.4K
|
-$28.6K
|
-275
|
-59%
|
|
|
1996
|
Evolution Wealth Management
Fort Myers,
Florida
|
$20.4K
|
+$208
|
+2
|
+1%
|
|
|
1997
|
Bare Financial Services
Gap,
Pennsylvania
|
$19.8K
|
+$15.3K
|
+147
|
+397%
|
|
|
1998
|
Wellington-Altus USA
Winnipeg, Manitoba,
Manitoba, Canada
|
$19.8K
|
–
|
–
|
–
|
|
|
1999
|
HighMark Wealth Management
St. Paul,
Minnesota
|
$19.5K
|
+$6.24K
|
+60
|
+50%
|
|
|
2000
|
West Branch Capital
Amherst,
Massachusetts
|
$19.4K
|
–
|
–
|
–
|
|
