|
1976
|
Trivant Custom Portfolio Group
San Diego,
California
|
$17.7K
|
+$322
|
+2
|
+2%
|
|
|
1977
|
United Community Bank
Greenville,
South Carolina
|
$17.6K
|
–
|
–
|
–
|
|
|
1978
|
Impact Partnership Wealth
Marietta,
Georgia
|
$17.2K
|
-$163K
|
-1,011
|
-91%
|
|
|
1979
|
Nomura Asset Management
Tokyo,
Japan
|
$17K
|
-$1.16M
|
-7,200
|
-99%
|
|
|
1980
|
Hartford Financial Management
Hartford,
Connecticut
|
$17K
|
–
|
–
|
–
|
|
|
1981
|
Steph & Co
Marinette,
Wisconsin
|
$17K
|
–
|
–
|
–
|
|
|
1982
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$17K
|
+$16.1K
|
+100
|
New
|
|
|
1983
|
Avion Wealth
The Woodlands,
Texas
|
$17K
|
–
|
–
|
–
|
|
|
1984
|
Delta Asset Management
Memphis,
Tennessee
|
$16K
|
-$1.61K
|
-10
|
-10%
|
|
|
1985
|
Wiser Advisor Group
Phoenix,
Arizona
|
$15.5K
|
+$14.6K
|
+91
|
New
|
|
|
1986
|
Syntrinsic
Denver,
Colorado
|
$14.8K
|
–
|
–
|
–
|
|
|
1987
|
O'Dell Group
Cincinnati,
Ohio
|
$14.5K
|
+$13.7K
|
+85
|
New
|
|
|
1988
|
Greenwood Gearhart
Fayetteville,
Arkansas
|
$14.5K
|
+$13.7K
|
+85
|
New
|
|
|
1989
|
Morton Brown Family Wealth
Allentown,
Pennsylvania
|
$14.4K
|
+$8.04K
|
+50
|
+143%
|
|
|
1990
|
Kelly Financial Services
Braintree,
Massachusetts
|
$13.6K
|
-$1.13K
|
-7
|
-8%
|
|
|
1991
|
Clarity Asset Management
Ames,
Iowa
|
$12.6K
|
+$11.9K
|
+74
|
New
|
|
|
1992
|
Iron Horse Wealth Management
Johston,
Iowa
|
$10.7K
|
–
|
–
|
–
|
|
|
1993
|
Hobbs Group Advisors
Columbia,
South Carolina
|
$10.5K
|
+$9.98K
|
+62
|
New
|
|
|
1994
|
Guardian Wealth Management (Illinois)
Peoria,
Illinois
|
$10.1K
|
+$161
|
+1
|
+2%
|
|
|
1995
|
Bank of New Hampshire
Laconia,
New Hampshire
|
$9.54K
|
–
|
–
|
–
|
|
|
1996
|
AlphaMark Advisors
Ft. Wright,
Kentucky
|
$9K
|
-$2.41K
|
-15
|
-23%
|
|
|
1997
|
Centerpoint Advisors
Needham,
Massachusetts
|
$9K
|
–
|
–
|
–
|
|
|
1998
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$8.86K
|
–
|
–
|
–
|
|
|
1999
|
Rogco LP
Claremore,
Oklahoma
|
$8.52K
|
–
|
–
|
–
|
|
|
2000
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$8.36K
|
+$7.88K
|
+49
|
New
|
|
