|
1976
|
State Street
Boston,
Massachusetts
|
$332K
|
-$10.9K
|
-201
|
-3%
|
|
|
1977
|
Asset One Wealth Management
Bellevue,
Washington
|
$330K
|
+$316K
|
+5,820
|
New
|
|
|
1978
|
Patten & Patten
Chattanooga,
Tennessee
|
$329K
|
–
|
–
|
–
|
|
|
1979
|
Pension & Wealth Management Advisors
Waltham,
Massachusetts
|
$328K
|
-$3.8K
|
-70
|
-1%
|
|
|
1980
|
Finward Bancorp
Munster,
Indiana
|
$327K
|
-$16.8K
|
-309
|
-5%
|
|
|
1981
|
Heritage Financial Services
Westwood,
Massachusetts
|
$327K
|
-$1.68K
|
-31
|
-0.5%
|
|
|
1982
|
Bond & Devick Financial Network
St. Louis Park,
Minnesota
|
$327K
|
–
|
–
|
–
|
|
|
1983
|
KKM Financial
Chicago,
Illinois
|
$327K
|
+$10.2K
|
+188
|
+3%
|
|
|
1984
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$326K
|
+$329K
|
+6,063
|
New
|
|
|
1985
|
Strategic Wealth Partners
Independence,
Ohio
|
$326K
|
+$94K
|
+1,731
|
+40%
|
|
|
1986
|
Independent Wealth Advisors
Cary,
North Carolina
|
$325K
|
+$328K
|
+6,044
|
New
|
|
|
1987
|
Scientech Research LLC
Jersey City,
New Jersey
|
$325K
|
+$328K
|
+6,042
|
New
|
|
|
1988
|
American State Bank (Iowa)
Sioux Center,
Iowa
|
$324K
|
+$27.1K
|
+498
|
+9%
|
|
|
1989
|
Macroview Investment Management
Bethesda,
Maryland
|
$324K
|
+$30.5K
|
+561
|
+10%
|
|
|
1990
|
Millstone Evans Group
Boulder,
Colorado
|
$324K
|
+$253K
|
+4,653
|
+339%
|
|
|
1991
|
Anchor Capital Advisors
Boston,
Massachusetts
|
$324K
|
+$327K
|
+6,023
|
New
|
|
|
1992
|
Anchor Investment Management
Columbia,
South Carolina
|
$322K
|
-$272
|
-5
|
-0.1%
|
|
|
1993
|
Strait & Sound Wealth Management
San Francisco,
California
|
$321K
|
-$11.2K
|
-206
|
-3%
|
|
|
1994
|
Fiduciary Alliance
Greenville,
South Carolina
|
$319K
|
+$323K
|
+5,938
|
New
|
|
|
1995
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$319K
|
+$1.2K
|
+22
|
+0.4%
|
|
|
1996
|
Longview Asset Management (California)
San Rafael,
California
|
$318K
|
+$1.14K
|
+21
|
+0.4%
|
|
|
1997
|
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
|
$317K
|
+$321K
|
+5,903
|
New
|
|
|
1998
|
FSA Advisors
Troy,
Michigan
|
$317K
|
-$875K
|
-16,101
|
-73%
|
|
|
1999
|
Mystic Asset Management
Warwick,
Rhode Island
|
$316K
|
–
|
–
|
–
|
|
|
2000
|
Ruedi Wealth Management
Champaign,
Illinois
|
$315K
|
-$5.49K
|
-101
|
-2%
|
|
