|
1976
|
Sage Rhino Capital
Menlo Park,
California
|
$357K
|
+$2.58K
|
+16
|
+0.7%
|
|
|
1977
|
Cardinal Strategic Wealth Guidance
Louisville,
Kentucky
|
$356K
|
–
|
–
|
–
|
|
|
1978
|
Lattice Capital Management
Kirkland,
Washington
|
$356K
|
+$355K
|
+2,200
|
New
|
|
|
1979
|
McIntyre, Freedman & Flynn Investment Advisers
Orleans,
Massachusetts
|
$356K
|
+$355K
|
+2,200
|
New
|
|
|
1980
|
Delta Financial Advisors
New Orleans,
Louisiana
|
$355K
|
–
|
–
|
–
|
|
|
1981
|
Ashton Thomas Securities
Rochester,
New York
|
$355K
|
+$88.8K
|
+550
|
+33%
|
|
|
1982
|
WPWealth
Fort Worth,
Texas
|
$355K
|
+$19.2K
|
+119
|
+6%
|
|
|
1983
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$355K
|
-$484
|
-3
|
-0.1%
|
|
|
1984
|
Paragon Private Wealth Management
Lexington,
Kentucky
|
$353K
|
+$352K
|
+2,183
|
New
|
|
|
1985
|
Sentry LLC
Memphis,
Tennessee
|
$353K
|
–
|
–
|
–
|
|
|
1986
|
Fairvoy Private Wealth
Birmingham,
Alabama
|
$352K
|
+$5.97K
|
+37
|
+2%
|
|
|
1987
|
New England Research & Management
Chicago,
Illinois
|
$352K
|
+$351K
|
+2,175
|
New
|
|
|
1988
|
Berkeley Capital Partners
Milton,
Georgia
|
$351K
|
+$16.3K
|
+101
|
+5%
|
|
|
1989
|
Holistic Planning
Nacogdoches,
Texas
|
$351K
|
+$13.6K
|
+84
|
+4%
|
|
|
1990
|
Exit Wealth Advisors
Atlanta,
Georgia
|
$351K
|
+$350K
|
+2,167
|
New
|
|
|
1991
|
First Bancorp
Damariscotta,
Maine
|
$350K
|
-$37.1K
|
-230
|
-10%
|
|
|
1992
|
One Wealth Management Investment & Advisory Services
Miami Beach,
Florida
|
$349K
|
-$157K
|
-974
|
-31%
|
|
|
1993
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$349K
|
+$87.5K
|
+542
|
+34%
|
|
|
1994
|
Commonwealth Financial Services
Vienna,
West Virginia
|
$349K
|
+$76.8K
|
+476
|
+28%
|
|
|
1995
|
Trinity Legacy Partners
Houston,
Texas
|
$349K
|
–
|
–
|
–
|
|
|
1996
|
Fortis Advisors
Wayne,
Pennsylvania
|
$348K
|
–
|
–
|
–
|
|
|
1997
|
TwinBeech Capital
Purchase,
New York
|
$348K
|
+$347K
|
+2,149
|
New
|
|
|
1998
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$348K
|
+$323
|
+2
|
+0.1%
|
|
|
1999
|
Lynx Investment Advisory
Washington, Dc,
District of Columbia
|
$347K
|
-$484
|
-3
|
-0.1%
|
|
|
2000
|
Everpar Advisors
Tulsa,
Oklahoma
|
$347K
|
+$88K
|
+545
|
+34%
|
|
