|
1976
|
Strategic Wealth Partners
Independence,
Ohio
|
$379K
|
+$65.4K
|
+2,210
|
+19%
|
|
|
1977
|
Financial Management Network
Mission Viejo,
California
|
$379K
|
+$1.12K
|
+38
|
+0.3%
|
|
|
1978
|
Frisch Financial Group
Melville,
New York
|
$378K
|
+$409K
|
+13,821
|
New
|
|
|
1979
|
Echo Street Capital Management
New York
|
$377K
|
-$80.2K
|
-2,710
|
-16%
|
|
|
1980
|
New Jersey Better Educational Savings Trust
Trenton,
New Jersey
|
$377K
|
–
|
–
|
–
|
|
|
1981
|
Lantz Financial
Naperville,
Illinois
|
$375K
|
-$3.94K
|
-133
|
-1%
|
|
|
1982
|
Willis Johnson & Associates
Houston,
Texas
|
$375K
|
+$28K
|
+947
|
+7%
|
|
|
1983
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$374K
|
+$1.51K
|
+51
|
+0.4%
|
|
|
1984
|
WealthShield Partners
Cary,
North Carolina
|
$374K
|
-$4.44K
|
-150
|
-1%
|
|
|
1985
|
WealthPLAN Partners
Omaha,
Nebraska
|
$372K
|
+$215K
|
+7,271
|
+115%
|
|
|
1986
|
Balentine LLC
Atlanta,
Georgia
|
$371K
|
+$20.3K
|
+687
|
+5%
|
|
|
1987
|
Regatta Capital Group
El Segundo,
California
|
$371K
|
-$6.78K
|
-229
|
-2%
|
|
|
1988
|
Nilsine Partners
Greenwood Village,
Colorado
|
$371K
|
-$8.94K
|
-302
|
-2%
|
|
|
1989
|
Private Wealth Partners
Mill Valley,
California
|
$370K
|
-$1.52M
|
-51,253
|
-79%
|
|
|
1990
|
Addison Advisors
Middlebury,
Vermont
|
$370K
|
-$14.5K
|
-491
|
-4%
|
|
|
1991
|
CFO4Life Group
Coppell,
Texas
|
$370K
|
-$2.07K
|
-70
|
-0.5%
|
|
|
1992
|
KB Financial Partners
Princeton,
New Jersey
|
$369K
|
+$6.66K
|
+225
|
+2%
|
|
|
1993
|
Austin Private Wealth
Austin,
Texas
|
$369K
|
+$25.1K
|
+849
|
+7%
|
|
|
1994
|
Bond & Devick Financial Network
St. Louis Park,
Minnesota
|
$369K
|
–
|
–
|
–
|
|
|
1995
|
Integrity Financial
Cheyenne,
Wyoming
|
$366K
|
+$562
|
+19
|
+0.1%
|
|
|
1996
|
|
$365K
|
-$314K
|
-10,629
|
-44%
|
|
|
1997
|
Vahanian & Associates Financial Planning
Saratoga Springs,
New York
|
$365K
|
–
|
–
|
–
|
|
|
1998
|
Brandywine Trust
Hockessin,
Delaware
|
$365K
|
–
|
–
|
–
|
|
|
1999
|
KWB Wealth
Redlands,
California
|
$365K
|
-$49.1K
|
-1,659
|
-12%
|
|
|
2000
|
Aristotle Capital Management
Los Angeles,
California
|
$364K
|
–
|
–
|
–
|
|
