|
1976
|
Independent Solutions Wealth Management
Williamsville,
New York
|
$96.2万
|
-$18.8万
|
-3,528
|
-17%
|
|
|
1977
|
Deroy & Devereaux Private Investment Counsel
Bloomfield Hills,
Michigan
|
$96.2万
|
–
|
–
|
–
|
|
|
1978
|
One Wealth Advisors
San Francisco,
California
|
$96.1万
|
–
|
–
|
–
|
|
|
1979
|
First Command Advisory Services
Fort Worth,
Texas
|
$95.8万
|
-$3.55万
|
-668
|
-4%
|
|
|
1980
|
Sittner & Nelson
Eugene,
Oregon
|
$95.8万
|
+$4,042
|
+76
|
+0.5%
|
|
|
1981
|
TrueWealth Advisors
Birmingham,
Alabama
|
$95.6万
|
+$22.3万
|
+4,202
|
+33%
|
|
|
1982
|
S Harris Financial Group
San Antonio,
Texas
|
$95.4万
|
+$9,573
|
+180
|
+1%
|
|
|
1983
|
Intesa Sanpaolo Wealth Management
Ville De Luxembourg,
|
$95.3万
|
+$51.8万
|
+9,748
|
+140%
|
|
|
1984
|
Crawford Investment Counsel
Atlanta,
Georgia
|
$95.3万
|
+$19.4万
|
+3,649
|
+28%
|
|
|
1985
|
Caliber Wealth Management (Kansas)
Overland Park,
Kansas
|
$95.2万
|
+$9.01万
|
+1,694
|
+11%
|
|
|
1986
|
Bingham Private Wealth
San Francisco,
California
|
$95.1万
|
+$2.55万
|
+480
|
+3%
|
|
|
1987
|
Chicago Capital
Chicago,
Illinois
|
$95万
|
-$2.66万
|
-500
|
-3%
|
|
|
1988
|
Virtue Capital Management
Brentwood,
Tennessee
|
$94.8万
|
-$1.64万
|
-308
|
-2%
|
|
|
1989
|
Summitry LLC
Foster City,
California
|
$94.7万
|
+$16.2万
|
+3,041
|
+22%
|
|
|
1990
|
Drucker Wealth 3.0
Woodcliff Lake,
New Jersey
|
$94.7万
|
-$1,383
|
-26
|
-0.2%
|
|
|
1991
|
Burkett Financial Services
Rock Hill,
South Carolina
|
$94.6万
|
-$1.74万
|
-327
|
-2%
|
|
|
1992
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$94.5万
|
+$6.41万
|
+1,205
|
+8%
|
|
|
1993
|
Timothy G. Youngquist 2020 Irrevocable Trust
Fort Myers,
Florida
|
$94.5万
|
+$75.6万
|
+14,210
|
+599%
|
|
|
1994
|
Grandview Asset Management
Harrisburg,
Pennsylvania
|
$94.4万
|
-$4.17万
|
-784
|
-5%
|
|
|
1995
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$94.1万
|
+$7,286
|
+137
|
+0.8%
|
|
|
1996
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$94万
|
+$4.69万
|
+881
|
+6%
|
|
|
1997
|
STALEY CAPITAL ADVISERS
Pittsburgh,
Pennsylvania
|
$94万
|
–
|
–
|
–
|
|
|
1998
|
Tranquility Partners
Brentwood,
Tennessee
|
$93.8万
|
-$9,254
|
-174
|
-1%
|
|
|
1999
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$93.8万
|
+$9,786
|
+184
|
+1%
|
|
|
2000
|
|
$93.5万
|
-$1.26万
|
-236
|
-1%
|
|
