|
1976
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$457K
|
-$4.9K
|
-18
|
-1%
|
|
|
1977
|
Grayhawk Investment Strategies
Calgary,
Alberta, Canada
|
$454K
|
+$430K
|
+1,578
|
New
|
|
|
1978
|
Centurion Wealth Management
Mclean,
Virginia
|
$454K
|
+$3.27K
|
+12
|
+0.8%
|
|
|
1979
|
Taurus Asset Management
New York
|
$454K
|
–
|
–
|
–
|
|
|
1980
|
Univest Financial
Souderton,
Pennsylvania
|
$453K
|
-$14.7K
|
-54
|
-3%
|
|
|
1981
|
Retirement Income Solutions
Ann Arbor,
Michigan
|
$452K
|
–
|
–
|
–
|
|
|
1982
|
Wolff Financial Management
Kalamazoo,
Michigan
|
$452K
|
–
|
–
|
–
|
|
|
1983
|
Aviso Wealth Management
Bellevue,
Washington
|
$452K
|
+$428K
|
+1,569
|
New
|
|
|
1984
|
Financial Security Advisor
Virginia Beach,
Virginia
|
$451K
|
+$7.36K
|
+27
|
+2%
|
|
|
1985
|
Fortis Capital Management
Bellevue,
Washington
|
$450K
|
+$3.27K
|
+12
|
+0.8%
|
|
|
1986
|
Leo Wealth LLC
Hurst,
Texas
|
$449K
|
+$436K
|
+1,600
|
New
|
|
|
1987
|
Relative Value Partners Group
|
$449K
|
+$545
|
+2
|
+0.1%
|
|
|
1988
|
Lineweaver Wealth Advisors
Valley View,
Ohio
|
$449K
|
-$12.5K
|
-46
|
-3%
|
|
|
1989
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$448K
|
+$8.17K
|
+30
|
+2%
|
|
|
1990
|
CWS Financial Advisors
Kalamazoo,
Michigan
|
$448K
|
-$5.45K
|
-20
|
-1%
|
|
|
1991
|
First Nebraska Trust
Lincoln,
Nebraska
|
$448K
|
–
|
–
|
–
|
|
|
1992
|
Nixon Peabody Trust
Boston,
Massachusetts
|
$447K
|
+$423K
|
+1,552
|
New
|
|
|
1993
|
BHK Investment Advisors
Birmingham,
Alabama
|
$447K
|
-$65.4K
|
-240
|
-13%
|
|
|
1994
|
|
$446K
|
–
|
–
|
–
|
|
|
1995
|
TritonPoint Wealth
Chevy Chase,
Maryland
|
$445K
|
+$421K
|
+1,545
|
New
|
|
|
1996
|
Petredis Investment Advisors
Warrendale,
Pennsylvania
|
$444K
|
–
|
–
|
–
|
|
|
1997
|
Southland Equity Partners
Wildwood,
Missouri
|
$443K
|
+$9.26K
|
+34
|
+2%
|
|
|
1998
|
Legacy Edge Advisors
Syosset,
New York
|
$443K
|
+$419K
|
+1,538
|
New
|
|
|
1999
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$442K
|
-$21K
|
-77
|
-5%
|
|
|
2000
|
Willner & Heller
Encino,
California
|
$441K
|
+$418K
|
+1,533
|
New
|
|
