|
1976
|
Vantus Wealth
Lancaster,
Pennsylvania
|
$365K
|
+$341K
|
+1,421
|
New
|
|
|
1977
|
BetterWealth
San Jose,
California
|
$365K
|
-$4.32K
|
-18
|
-1%
|
|
|
1978
|
EWA LLC
Pittsbugh,
Pennsylvania
|
$365K
|
+$66.4K
|
+277
|
+24%
|
|
|
1979
|
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
$362K
|
-$346K
|
-1,442
|
-51%
|
|
|
1980
|
Financial Insights
Tacoma,
Washington
|
$362K
|
+$37.6K
|
+157
|
+13%
|
|
|
1981
|
McDonald Partners
Cleveland,
Ohio
|
$361K
|
–
|
–
|
–
|
|
|
1982
|
Hyposwiss Advisors
Geneva,
|
$361K
|
+$337K
|
+1,405
|
New
|
|
|
1983
|
Reston Wealth Management
Reston,
Virginia
|
$361K
|
+$13.7K
|
+57
|
+4%
|
|
|
1984
|
Traveka Wealth
Los Altos,
California
|
$361K
|
+$8.63K
|
+36
|
+3%
|
|
|
1985
|
Center For Asset Management
Palm Beach Gardens,
Florida
|
$360K
|
-$60.4K
|
-252
|
-15%
|
|
|
1986
|
Creative Financial Designs
Kokomo,
Indiana
|
$359K
|
+$479
|
+2
|
+0.1%
|
|
|
1987
|
Mesirow Financial Investment Management
Chicago,
Illinois
|
$358K
|
-$366K
|
-1,528
|
-52%
|
|
|
1988
|
Dash Acquisitions
Woodland Hills,
California
|
$357K
|
–
|
–
|
–
|
|
|
1989
|
Maridea Wealth Management
Brooklyn,
New York
|
$356K
|
-$43.6K
|
-182
|
-12%
|
|
|
1990
|
MTM Investment Management
Spartanburg,
South Carolina
|
$355K
|
–
|
–
|
–
|
|
|
1991
|
Fi3 Financial Advisors
Indianapolis,
Indiana
|
$355K
|
+$331K
|
+1,382
|
New
|
|
|
1992
|
Murphy Pohlad Asset Management
Eden Prairie,
Minnesota
|
$355K
|
-$34.8K
|
-145
|
-10%
|
|
|
1993
|
CFO4Life Group
Coppell,
Texas
|
$354K
|
-$8.39K
|
-35
|
-2%
|
|
|
1994
|
WealthShield Partners
Cary,
North Carolina
|
$353K
|
-$2.88K
|
-12
|
-0.9%
|
|
|
1995
|
Centurion Wealth Management
Mclean,
Virginia
|
$352K
|
+$11K
|
+46
|
+3%
|
|
|
1996
|
Laffer Tengler Investments
Nashville,
Tennessee
|
$351K
|
+$327K
|
+1,366
|
New
|
|
|
1997
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$350K
|
+$69.5K
|
+290
|
+27%
|
|
|
1998
|
Dixon Fnancial Services
Lafayette,
California
|
$348K
|
-$1.68K
|
-7
|
-0.5%
|
|
|
1999
|
|
$348K
|
–
|
–
|
–
|
|
|
2000
|
Tempo Wealth
Independence,
Ohio
|
$348K
|
+$324K
|
+1,353
|
New
|
|
