|
1976
|
Evelyn Partners Investment Management
London,
|
$114K
|
–
|
–
|
–
|
|
|
1977
|
Glassman Wealth Services
Vienna,
Virginia
|
$112K
|
–
|
–
|
–
|
|
|
1978
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$111K
|
–
|
–
|
–
|
|
|
1979
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$110K
|
–
|
–
|
–
|
|
|
1980
|
Peterson Wealth Services
South Ogden,
Utah
|
$108K
|
+$21.3K
|
+188
|
+22%
|
|
|
1981
|
First PREMIER Bank
Sioux Falls,
South Dakota
|
$108K
|
+$4.76K
|
+42
|
+4%
|
|
|
1982
|
Anchor Investment Management
Columbia,
South Carolina
|
$107K
|
-$4.54K
|
-40
|
-4%
|
|
|
1983
|
Nalls Sherbakoff Group
Knoxville,
Tennessee
|
$106K
|
+$116K
|
+1,026
|
New
|
|
|
1984
|
Key Financial Inc
West Chester,
Pennsylvania
|
$105K
|
–
|
–
|
–
|
|
|
1985
|
Dougherty Wealth Advisers
Wayzata,
Minnesota
|
$103K
|
–
|
–
|
–
|
|
|
1986
|
Ruedi Wealth Management
Champaign,
Illinois
|
$101K
|
–
|
–
|
–
|
|
|
1987
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$96.6K
|
-$22.7K
|
-200
|
-18%
|
|
|
1988
|
WealthCollab
Bellevue,
Washington
|
$95.4K
|
–
|
–
|
–
|
|
|
1989
|
West Branch Capital
Amherst,
Massachusetts
|
$95.2K
|
+$14.7K
|
+130
|
+16%
|
|
|
1990
|
Smallwood Wealth Investment Management
Red Bank,
New Jersey
|
$93.3K
|
+$102K
|
+904
|
New
|
|
|
1991
|
Guardian Wealth Management (Illinois)
Peoria,
Illinois
|
$92.1K
|
–
|
–
|
–
|
|
|
1992
|
West Oak Capital
Westlake Village,
California
|
$90.9K
|
–
|
–
|
–
|
|
|
1993
|
Stonebridge Financial Group (Pennsylvania)
Wormleysburg,
Pennsylvania
|
$89.7K
|
-$21.8M
|
-192,190
|
-100%
|
|
|
1994
|
CBIZ Investment Advisory Services
Independence,
Ohio
|
$88.8K
|
+$97.5K
|
+860
|
New
|
|
|
1995
|
Sittner & Nelson
Eugene,
Oregon
|
$87.8K
|
–
|
–
|
–
|
|
|
1996
|
Roxbury Financial
Mount Arlington,
New Jersey
|
$86.8K
|
+$14.3K
|
+126
|
+20%
|
|
|
1997
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$85.9K
|
+$680
|
+6
|
+0.7%
|
|
|
1998
|
Mowery & Schoenfeld Wealth Management
Lincolnshire,
Illinois
|
$82.6K
|
–
|
–
|
–
|
|
|
1999
|
Old Second National Bank of Aurora
Aurora,
Illinois
|
$82.6K
|
–
|
–
|
–
|
|
|
2000
|
VSM Wealth Advisory
Hunt Valley,
Maryland
|
$82.6K
|
–
|
–
|
–
|
|
