|
1976
|
Petros Family Wealth
Bloomington,
Minnesota
|
$736K
|
+$737K
|
+16,749
|
New
|
|
|
1977
|
MBL Wealth
Charlotte,
North Carolina
|
$735K
|
+$4.44K
|
+101
|
+0.6%
|
|
|
1978
|
High Net Worth Advisory Group
Naples,
Florida
|
$735K
|
–
|
–
|
–
|
|
|
1979
|
Community Bank
Dewitt,
New York
|
$734K
|
-$8.8K
|
-200
|
-1%
|
|
|
1980
|
Continuum Advisory
Eagle,
Idaho
|
$734K
|
+$10.4K
|
+237
|
+1%
|
|
|
1981
|
Crews Bank & Trust
Wauchula,
Florida
|
$734K
|
+$735K
|
+16,706
|
New
|
|
|
1982
|
Spirepoint Private Client
Vero Beach,
Florida
|
$733K
|
–
|
–
|
–
|
|
|
1983
|
WoodTrust Financial
Wisconsin Rapids,
Wisconsin
|
$733K
|
+$6.16K
|
+140
|
+0.8%
|
|
|
1984
|
Allen Mooney & Barnes Investment Advisors
Thomasville,
Georgia
|
$732K
|
-$8.14K
|
-185
|
-1%
|
|
|
1985
|
SSI Investment Management
Los Angeles,
California
|
$730K
|
-$396
|
-9
|
-0.1%
|
|
|
1986
|
Sittner & Nelson
Eugene,
Oregon
|
$729K
|
+$176
|
+4
|
+0%
|
|
|
1987
|
First Citizens Financial Corp
Mason City,
Iowa
|
$727K
|
+$40.7K
|
+925
|
+6%
|
|
|
1988
|
STALEY CAPITAL ADVISERS
Pittsburgh,
Pennsylvania
|
$725K
|
–
|
–
|
–
|
|
|
1989
|
Delta Asset Management
Memphis,
Tennessee
|
$724K
|
-$4.53K
|
-103
|
-0.6%
|
|
|
1990
|
Hara Capital
Bellevue,
Washington
|
$723K
|
-$26.4K
|
-600
|
-4%
|
|
|
1991
|
|
$718K
|
–
|
–
|
–
|
|
|
1992
|
Harmony Asset Management
Scottsdale,
Arizona
|
$718K
|
-$1.3M
|
-29,435
|
-64%
|
|
|
1993
|
Silvia McColl Wealth Management
San Diego,
California
|
$717K
|
-$44
|
-1
|
-0%
|
|
|
1994
|
Guyasuta Investment Advisors
Pittsburgh,
Pennsylvania
|
$716K
|
+$41.4K
|
+940
|
+6%
|
|
|
1995
|
Forza Wealth Management
Sarasota,
Florida
|
$715K
|
–
|
–
|
–
|
|
|
1996
|
MRP Capital Investments
Alpharetta,
Georgia
|
$714K
|
-$11K
|
-250
|
-2%
|
|
|
1997
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$714K
|
-$50.6K
|
-1,149
|
-7%
|
|
|
1998
|
JT Stratford LLC
Gainesville,
Georgia
|
$710K
|
-$58.1K
|
-1,321
|
-8%
|
|
|
1999
|
Unique Wealth Strategies
Burr Ridge,
Illinois
|
$710K
|
-$17.1K
|
-388
|
-2%
|
|
|
2000
|
Kestra Investment Management
Austin,
Texas
|
$708K
|
-$476K
|
-10,830
|
-40%
|
|
