|
1976
|
Old North State Wealth Management
Wilmington,
North Carolina
|
$233K
|
+$31.7K
|
+78
|
+14%
|
|
|
1977
|
NFP Retirement Inc
Aliso Viejo,
California
|
$233K
|
-$9.77K
|
-24
|
-4%
|
|
|
1978
|
First Personal Financial Services
Charlotte,
North Carolina
|
$232K
|
-$30.5K
|
-75
|
-11%
|
|
|
1979
|
Smith Anglin Financial
Dallas,
Texas
|
$230K
|
-$11.4K
|
-28
|
-4%
|
|
|
1980
|
Private Management Group
Irvine,
California
|
$230K
|
+$2.85K
|
+7
|
+1%
|
|
|
1981
|
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
|
$230K
|
+$18.7K
|
+46
|
+8%
|
|
|
1982
|
Xcel Wealth Management
Holly Hill,
Florida
|
$229K
|
-$4.88K
|
-12
|
-2%
|
|
|
1983
|
Peoples Bank (Ohio)
Marietta,
Ohio
|
$229K
|
-$2.44K
|
-6
|
-1%
|
|
|
1984
|
SOA Wealth Advisors
New York
|
$229K
|
-$407
|
-1
|
-0.2%
|
|
|
1985
|
Orin Green Financial
San Diego,
California
|
$229K
|
–
|
–
|
–
|
|
|
1986
|
Janiczek Wealth Management
Denver,
Colorado
|
$229K
|
+$16.7K
|
+41
|
+8%
|
|
|
1987
|
Journey Strategic Wealth
Summit,
New Jersey
|
$228K
|
-$230K
|
-564
|
-47%
|
|
|
1988
|
Members Trust
Tampa,
Florida
|
$228K
|
-$58.2K
|
-143
|
-19%
|
|
|
1989
|
Pennsylvania Capital Management
Huntingdon Valley,
Pennsylvania
|
$228K
|
–
|
–
|
–
|
|
|
1990
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$227K
|
-$14.2K
|
-35
|
-5%
|
|
|
1991
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$227K
|
-$6.92K
|
-17
|
-3%
|
|
|
1992
|
Journey Advisory Group
Covington,
Kentucky
|
$227K
|
+$24K
|
+59
|
+12%
|
|
|
1993
|
Mountain Pacific Investment Advisers
Boise,
Idaho
|
$226K
|
–
|
–
|
–
|
|
|
1994
|
Richwood Investment Advisors
Cincinnati,
Ohio
|
$226K
|
+$36.6K
|
+90
|
+17%
|
|
|
1995
|
Ignite Planners
San Clemente,
California
|
$224K
|
-$40.7K
|
-100
|
-15%
|
|
|
1996
|
Charles Schwab Trust
Henderson,
Nevada
|
$224K
|
-$35K
|
-86
|
-12%
|
|
|
1997
|
United Bank (Virginia)
Vienna,
Virginia
|
$224K
|
–
|
–
|
–
|
|
|
1998
|
Fairfield Financial Advisors
Wellesley,
Massachusetts
|
$223K
|
-$36.2K
|
-89
|
-13%
|
|
|
1999
|
Chelsea Counsel Company
Los Angeles,
California
|
$221K
|
–
|
–
|
–
|
|
|
2000
|
Chiron Capital Management
Tallahassee,
Florida
|
$220K
|
-$40.7K
|
-100
|
-14%
|
|
