|
1976
|
Dogwood Wealth Management
Lenexa,
Kansas
|
$17.2K
|
+$16K
|
+152
|
New
|
|
|
1977
|
Delos Wealth Advisors
Dallas,
Texas
|
$17K
|
–
|
–
|
–
|
|
|
1978
|
Coppell Advisory Solutions
Coppell,
Texas
|
$16.7K
|
+$15.6K
|
+148
|
New
|
|
|
1979
|
Estabrook Capital Management
New York
|
$15.8K
|
-$14.7K
|
-140
|
-50%
|
|
|
1980
|
Godsey & Gibb Inc
Richmond,
Virginia
|
$14.7K
|
–
|
–
|
–
|
|
|
1981
|
Central Pacific Bank - Trust Division
Honolulu,
Hawaii
|
$14.3K
|
–
|
–
|
–
|
|
|
1982
|
Daiwa Securities Group
Tokyo,
Japan
|
$14K
|
+$12.8K
|
+122
|
New
|
|
|
1983
|
Janiczek Wealth Management
Denver,
Colorado
|
$13.1K
|
–
|
–
|
–
|
|
|
1984
|
Arvest Investments
Lowell,
Arkansas
|
$12.7K
|
–
|
–
|
–
|
|
|
1985
|
VanEck Associates
New York
|
$12K
|
–
|
–
|
–
|
|
|
1986
|
Cedar Mountain Advisors
Lake Oswego,
Oregon
|
$12K
|
–
|
–
|
–
|
|
|
1987
|
CBIZ Investment Advisory Services
Independence,
Ohio
|
$11.5K
|
+$10.7K
|
+102
|
New
|
|
|
1988
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$11.5K
|
+$16.2K
|
+154
|
New
|
|
|
1989
|
Sachetta
Lynnfield,
Massachusetts
|
$10.5K
|
–
|
–
|
–
|
|
|
1990
|
LGT Financial Advisors
Dallas,
Texas
|
$10.4K
|
-$192K
|
-1,820
|
-95%
|
|
|
1991
|
Financial Network Wealth Advisors
Murray,
Utah
|
$9.5K
|
+$8.85K
|
+84
|
New
|
|
|
1992
|
Wolff Wiese Magana
Carslbad,
California
|
$9.28K
|
+$3.58K
|
+34
|
+71%
|
|
|
1993
|
Gen-Wealth Partners
Zeeland,
Michigan
|
$9.05K
|
–
|
–
|
–
|
|
|
1994
|
Element Wealth
Ridgeland,
Mississippi
|
$8.6K
|
–
|
–
|
–
|
|
|
1995
|
Halpern Financial
Ashburn,
Virginia
|
$8.37K
|
–
|
–
|
–
|
|
|
1996
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$8.19K
|
-$48.6K
|
-462
|
-87%
|
|
|
1997
|
FPC Investment Advisory
Petaluma,
California
|
$7.18K
|
–
|
–
|
–
|
|
|
1998
|
Kelly Financial Services
Braintree,
Massachusetts
|
$7.04K
|
–
|
–
|
–
|
|
|
1999
|
Orion Capital Management
Coronado,
California
|
$6.79K
|
–
|
–
|
–
|
|
|
2000
|
Evergreen Private Wealth
Greenwood Village,
Colorado
|
$6.79K
|
+$5.47K
|
+52
|
+650%
|
|
