|
1976
|
|
$552K
|
+$495K
|
+5,151
|
New
|
|
|
1977
|
Peak Financial Advisors
Denver,
Colorado
|
$552K
|
+$495K
|
+5,152
|
New
|
|
|
1978
|
Bingham Osborn & Scarborough
San Francisco,
California
|
$550K
|
-$1.35M
|
-14,044
|
-73%
|
|
|
1979
|
MBE Wealth Management
Tomah,
Wisconsin
|
$549K
|
+$28.4K
|
+296
|
+6%
|
|
|
1980
|
Members Trust
Tampa,
Florida
|
$547K
|
+$11.5K
|
+120
|
+2%
|
|
|
1981
|
Fiducient Advisors
Chicago,
Illinois
|
$547K
|
+$490K
|
+5,101
|
New
|
|
|
1982
|
Peddock Capital Advisors
Braintree,
Massachusetts
|
$545K
|
–
|
–
|
–
|
|
|
1983
|
Summit Financial Strategies
Columbus,
Ohio
|
$544K
|
-$46.9K
|
-488
|
-9%
|
|
|
1984
|
Keystone Financial Planning
Cleveland,
Ohio
|
$544K
|
–
|
–
|
–
|
|
|
1985
|
White Pine Capital
Bloomington,
Minnesota
|
$544K
|
+$961
|
+10
|
+0.2%
|
|
|
1986
|
Carmichael Hill & Associates
Gaithersburg,
Maryland
|
$544K
|
+$66.7K
|
+694
|
+16%
|
|
|
1987
|
First Command Bank
Fort Worth,
Texas
|
$542K
|
-$45.2K
|
-470
|
-8%
|
|
|
1988
|
First Command Financial Services
Fort Worth,
Texas
|
$542K
|
-$45.2K
|
-470
|
-8%
|
|
|
1989
|
Arthur M. Cohen & Associates
Northbrook,
Illinois
|
$539K
|
–
|
–
|
–
|
|
|
1990
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
$539K
|
+$21K
|
+219
|
+5%
|
|
|
1991
|
Renaissance Investment Group
Lenox,
Massachusetts
|
$538K
|
-$24K
|
-250
|
-5%
|
|
|
1992
|
Berman Capital Advisors
Atlanta,
Georgia
|
$538K
|
+$7.5K
|
+78
|
+2%
|
|
|
1993
|
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
$536K
|
-$63.4K
|
-660
|
-10%
|
|
|
1994
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$533K
|
-$3.36M
|
-34,928
|
-88%
|
|
|
1995
|
|
$533K
|
-$1.06M
|
-10,991
|
-69%
|
|
|
1996
|
Anchor Capital Advisors
Boston,
Massachusetts
|
$533K
|
–
|
–
|
–
|
|
|
1997
|
MTM Investment Management
Spartanburg,
South Carolina
|
$532K
|
+$477K
|
+4,964
|
New
|
|
|
1998
|
YorkBridge Wealth Partners
New York
|
$530K
|
-$2.69K
|
-28
|
-0.6%
|
|
|
1999
|
Robinson Value Management
San Antonio,
Texas
|
$530K
|
+$475K
|
+4,947
|
New
|
|
|
2000
|
Lake Street Private Wealth
Chicago,
Illinois
|
$527K
|
+$3.36K
|
+35
|
+0.7%
|
|
