|
1976
|
Bradley & Co Private Wealth Management
Miami,
Florida
|
$22K
|
–
|
–
|
–
|
|
|
1977
|
Level Financial Advisors
East Amherst,
New York
|
$22K
|
+$133
|
+3
|
+0.6%
|
|
|
1978
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$21.5K
|
+$12.9K
|
+291
|
+127%
|
|
|
1979
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$21K
|
-$27.2K
|
-615
|
-55%
|
|
|
1980
|
AlphaMark Advisors
Ft. Wright,
Kentucky
|
$21K
|
-$4.43K
|
-100
|
-17%
|
|
|
1981
|
RE Dickinson Investment Advisors
Council Bluffs,
Iowa
|
$21K
|
–
|
–
|
–
|
|
|
1982
|
Retirement Group
San Diego,
California
|
$21K
|
–
|
–
|
–
|
|
|
1983
|
WFA Asset Management
Whitefish Bay,
Wisconsin
|
$19.9K
|
+$21.4K
|
+483
|
New
|
|
|
1984
|
Sanctuary Wealth Management
Pocatello,
Idaho
|
$19.7K
|
+$21.1K
|
+477
|
New
|
|
|
1985
|
Focused Wealth Management
Newburgh,
New York
|
$19.3K
|
+$929
|
+21
|
+5%
|
|
|
1986
|
JDM Financial Group
Austin,
Texas
|
$19.2K
|
+$20.6K
|
+465
|
New
|
|
|
1987
|
|
$18K
|
–
|
–
|
–
|
|
|
1988
|
My Personal CFO LLC
Vancouver,
Washington
|
$17.5K
|
+$18.8K
|
+425
|
New
|
|
|
1989
|
Tower View Wealth Management
Shorewood,
Wisconsin
|
$17K
|
+$89
|
+2
|
+0.5%
|
|
|
1990
|
Red Tortoise LLC
Atlanta,
Georgia
|
$17K
|
+$18.2K
|
+411
|
New
|
|
|
1991
|
CTC (Chicago Trading Company)
Chicago,
Illinois
|
$16.5K
|
+$5.4K
|
+122
|
+44%
|
|
|
1992
|
Costello Asset Management
Feasterville,
Pennsylvania
|
$16.4K
|
–
|
–
|
–
|
|
|
1993
|
McClarren Financial Advisors
State College,
Pennsylvania
|
$16K
|
+$18.1K
|
+409
|
New
|
|
|
1994
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$15.8K
|
-$2.57K
|
-58
|
-13%
|
|
|
1995
|
Raffa Wealth Management
Washington,
District of Columbia
|
$15.1K
|
–
|
–
|
–
|
|
|
1996
|
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
$15.1K
|
–
|
–
|
–
|
|
|
1997
|
Central Bank & Trust
Lexington,
Kentucky
|
$15.1K
|
–
|
–
|
–
|
|
|
1998
|
Center for Financial Planning
Southfied,
Michigan
|
$14.7K
|
-$9.03K
|
-204
|
-36%
|
|
|
1999
|
Stephens Consulting
Flint,
Michigan
|
$14.7K
|
–
|
–
|
–
|
|
|
2000
|
Meridiem Investment Management
London,
United Kingdom
|
$14.5K
|
–
|
–
|
–
|
|
