|
1976
|
Pension & Wealth Management Advisors
Waltham,
Massachusetts
|
$39.6K
|
+$36.8K
|
+762
|
New
|
|
|
1977
|
Orion Capital Management
Coronado,
California
|
$39.5K
|
–
|
–
|
–
|
|
|
1978
|
Janiczek Wealth Management
Denver,
Colorado
|
$38.5K
|
-$4.92K
|
-102
|
-12%
|
|
|
1979
|
MTM Investment Management
Spartanburg,
South Carolina
|
$37.3K
|
-$2.61K
|
-54
|
-7%
|
|
|
1980
|
Thompson Siegel & Walmsley
Richmond,
Virginia
|
$36K
|
–
|
–
|
–
|
|
|
1981
|
Versant Capital Management
Phoenix,
Arizona
|
$35.1K
|
–
|
–
|
–
|
|
|
1982
|
Wetzel Investment Advisors
Indianapolis,
Indiana
|
$35K
|
+$32.4K
|
+672
|
New
|
|
|
1983
|
Livelsberger Financial Advisory
Ashland,
Ohio
|
$33K
|
+$30.7K
|
+636
|
New
|
|
|
1984
|
Compass Wealth Management
Guilford,
Connecticut
|
$32K
|
–
|
–
|
–
|
|
|
1985
|
Financiere des Professionnels
Montreal,
Quebec, Canada
|
$31.1K
|
–
|
–
|
–
|
|
|
1986
|
Grove Bank & Trust
Miami,
Florida
|
$31.1K
|
–
|
–
|
–
|
|
|
1987
|
Sittner & Nelson
Eugene,
Oregon
|
$31.1K
|
–
|
–
|
–
|
|
|
1988
|
Resources Management Corp
West Hartford,
Connecticut
|
$31K
|
–
|
–
|
–
|
|
|
1989
|
Arvest Investments
Lowell,
Arkansas
|
$30.5K
|
+$28.4K
|
+588
|
New
|
|
|
1990
|
ARK Investment Management
St. Petersburg,
Florida
|
$30.1K
|
+$11.9K
|
+246
|
+73%
|
|
|
1991
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$29.9K
|
-$735K
|
-15,228
|
-96%
|
|
|
1992
|
New England Capital Financial Advisors
Meriden,
Connecticut
|
$29.7K
|
–
|
–
|
–
|
|
|
1993
|
Bourgeon Capital Management
Darien,
Connecticut
|
$29K
|
–
|
–
|
–
|
|
|
1994
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$28.9K
|
–
|
–
|
–
|
|
|
1995
|
Ulland Investment Advisors
Minneapolis,
Minnesota
|
$28K
|
–
|
–
|
–
|
|
|
1996
|
Nemes Rush Group
Novi,
Michigan
|
$27K
|
–
|
–
|
–
|
|
|
1997
|
SYM Financial Corp
Winona Lake,
Indiana
|
$27K
|
+$1.45K
|
+30
|
+6%
|
|
|
1998
|
Allspring Global Investments
Charlotte,
North Carolina
|
$27K
|
+$25.2K
|
+522
|
New
|
|
|
1999
|
Kiely Wealth Advisory Group
Kernersville,
North Carolina
|
$26.9K
|
+$24K
|
+498
|
New
|
|
|
2000
|
Davis Capital Management
Jacksonville,
Florida
|
$23.9K
|
+$22.3K
|
+462
|
New
|
|
