|
1976
|
Ayalon Insurance Company
Ramat Gan,
Israel
|
$13K
|
–
|
–
|
–
|
|
|
1977
|
LRI Investments
Palm Beach Gardens,
Florida
|
$12.6K
|
+$12.3K
|
+301
|
New
|
|
|
1978
|
Wells Financial Advisors
Framingham,
Massachusetts
|
$12.5K
|
–
|
–
|
–
|
|
|
1979
|
Paladin Advisory Group
Clive,
Iowa
|
$12.3K
|
-$334K
|
-8,173
|
-97%
|
|
|
1980
|
Pacific Capital Wealth Advisors
Corona,
California
|
$12.2K
|
-$27.5K
|
-673
|
-70%
|
|
|
1981
|
HighMark Wealth Management
St. Paul,
Minnesota
|
$11.8K
|
-$24K
|
-589
|
-68%
|
|
|
1982
|
|
$11.3K
|
+$11.1K
|
+271
|
New
|
|
|
1983
|
Steph & Co
Marinette,
Wisconsin
|
$11.2K
|
-$15.8K
|
-386
|
-59%
|
|
|
1984
|
Wiser Advisor Group
Phoenix,
Arizona
|
$10.8K
|
-$82
|
-2
|
-0.8%
|
|
|
1985
|
Custom Portfolio Group
Englewood,
Colorado
|
$10.5K
|
–
|
–
|
–
|
|
|
1986
|
Bellevue Asset Management
Bellevue,
Washington
|
$10.2K
|
-$9.75K
|
-239
|
-49%
|
|
|
1987
|
Legend Financial Advisors
Pittsburgh,
Pennsylvania
|
$9.23K
|
–
|
–
|
–
|
|
|
1988
|
LGT Financial Advisors
Dallas,
Texas
|
$8.86K
|
–
|
–
|
–
|
|
|
1989
|
Delta Asset Management
Memphis,
Tennessee
|
$8.77K
|
–
|
–
|
–
|
|
|
1990
|
FRG Family Wealth Advisors
Bellevue,
Washington
|
$8.52K
|
+$8.24K
|
+202
|
New
|
|
|
1991
|
M&R Capital Management
Summit,
New Jersey
|
$8.35K
|
–
|
–
|
–
|
|
|
1992
|
Brown, Lisle/Cummings
Providence,
Rhode Island
|
$7.14K
|
–
|
–
|
–
|
|
|
1993
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$6.93K
|
+$612
|
+15
|
+10%
|
|
|
1994
|
Atlantic Private Wealth
Chapel Hill,
North Carolina
|
$6.64K
|
–
|
–
|
–
|
|
|
1995
|
Central Pacific Bank - Trust Division
Honolulu,
Hawaii
|
$6.17K
|
+$6K
|
+147
|
New
|
|
|
1996
|
Horizon Bancorp
Michigan City,
Indiana
|
$6K
|
–
|
–
|
–
|
|
|
1997
|
VanEck Associates
New York
|
$6K
|
+$5.75K
|
+141
|
New
|
|
|
1998
|
Sanctuary Wealth Management
Pocatello,
Idaho
|
$5.64K
|
–
|
–
|
–
|
|
|
1999
|
Orion Capital Management
Coronado,
California
|
$5.6K
|
–
|
–
|
–
|
|
|
2000
|
Fernwood Investment Management
Quincy,
Massachusetts
|
$4.97K
|
+$4.86K
|
+119
|
New
|
|
