|
1976
|
Allspring Global Investments
Charlotte,
North Carolina
|
$33.2K
|
–
|
–
|
–
|
|
|
1977
|
McIlrath & Eck
Arlington,
Washington
|
$32.5K
|
–
|
–
|
–
|
|
|
1978
|
Thompson Investment Management
Madison,
Wisconsin
|
$32K
|
–
|
–
|
–
|
|
|
1979
|
FPC Investment Advisory
Petaluma,
California
|
$30.4K
|
+$30.2K
|
+172
|
New
|
|
|
1980
|
JDM Financial Group
Austin,
Texas
|
$29.9K
|
–
|
–
|
–
|
|
|
1981
|
Rain Capital Management
Lake Oswego,
Oregon
|
$29.5K
|
+$176
|
+1
|
+0.6%
|
|
|
1982
|
Anfield Capital Management
Irvine,
California
|
$29.2K
|
+$28.1K
|
+160
|
New
|
|
|
1983
|
Raleigh Capital Management
Cary,
North Carolina
|
$28.8K
|
+$23.5K
|
+134
|
+558%
|
|
|
1984
|
Bangor Savings Bank
Bangor,
Maine
|
$28.7K
|
–
|
–
|
–
|
|
|
1985
|
WealthCollab
Bellevue,
Washington
|
$27K
|
–
|
–
|
–
|
|
|
1986
|
Piscataqua Savings Bank
Portsmouth,
New Hampshire
|
$27K
|
-$26K
|
-148
|
-50%
|
|
|
1987
|
True Wealth Design
Akron,
Ohio
|
$26.8K
|
–
|
–
|
–
|
|
|
1988
|
Eagle Bay Advisors
New York
|
$25.6K
|
+$24.6K
|
+140
|
New
|
|
|
1989
|
Y.D. More Investments
Ramat Gan,
Israel
|
$24.8K
|
–
|
–
|
–
|
|
|
1990
|
Rakuten Securities
Tokyo,
Japan
|
$24.8K
|
+$23.9K
|
+136
|
New
|
|
|
1991
|
Matthew Hamilton Rosenberg
|
$23.5K
|
-$29.2K
|
-166
|
-56%
|
|
|
1992
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$22.8K
|
-$22K
|
-125
|
-49%
|
|
|
1993
|
Valued Wealth Advisors
Holladay,
Utah
|
$21.1K
|
+$20.2K
|
+115
|
New
|
|
|
1994
|
Atwood & Palmer
Kansas City,
Missouri
|
$20.6K
|
–
|
–
|
–
|
|
|
1995
|
Milestone Investment Advisors
Middleton,
Wisconsin
|
$20.5K
|
–
|
–
|
–
|
|
|
1996
|
Washington Trust Advisors
Wellesley,
Massachusetts
|
$19.7K
|
–
|
–
|
–
|
|
|
1997
|
American National Bank & Trust
Wichita Falls,
Texas
|
$19.5K
|
–
|
–
|
–
|
|
|
1998
|
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
|
$19.1K
|
–
|
–
|
–
|
|
|
1999
|
Avion Wealth
The Woodlands,
Texas
|
$19K
|
–
|
–
|
–
|
|
|
2000
|
United Community Bank
Greenville,
South Carolina
|
$18.8K
|
–
|
–
|
–
|
|
