|
1976
|
Zullo Investment Group
Scranton,
Pennsylvania
|
$764K
|
+$4.92K
|
+117
|
+0.7%
|
|
|
1977
|
RW Investment Management
Eagle,
Idaho
|
$764K
|
–
|
–
|
–
|
|
|
1978
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$763K
|
+$29.4K
|
+699
|
+5%
|
|
|
1979
|
American Money Management
Rancho Santa Fe,
California
|
$762K
|
+$4K
|
+95
|
+0.6%
|
|
|
1980
|
CFO4Life Group
Coppell,
Texas
|
$759K
|
-$17.8K
|
-423
|
-3%
|
|
|
1981
|
Pacific Point Advisors
Rancho Santa Fe,
California
|
$758K
|
–
|
–
|
–
|
|
|
1982
|
WealthShield Partners
Cary,
North Carolina
|
$757K
|
+$1.47K
|
+35
|
+0.2%
|
|
|
1983
|
Old Point Trust & Financial Services N A
Newport News,
Virginia
|
$756K
|
-$211K
|
-5,016
|
-24%
|
|
|
1984
|
C2C Wealth Management
Scottsdale,
Arizona
|
$756K
|
–
|
–
|
–
|
|
|
1985
|
Opal Wealth Advisors
Jericho,
New York
|
$754K
|
+$15.1K
|
+359
|
+2%
|
|
|
1986
|
New Wave Wealth Advisors
Springdale,
Arkansas
|
$754K
|
+$670K
|
+15,931
|
New
|
|
|
1987
|
Warburton Capital Management
Tulsa,
Oklahoma
|
$753K
|
+$19.7K
|
+469
|
+3%
|
|
|
1988
|
Enterprise Bank & Trust
Lowell,
Massachusetts
|
$753K
|
–
|
–
|
–
|
|
|
1989
|
Benedict Financial Advisors
Atlanta,
Georgia
|
$751K
|
+$337
|
+8
|
+0.1%
|
|
|
1990
|
Unique Wealth Strategies
Burr Ridge,
Illinois
|
$751K
|
-$4.8K
|
-114
|
-0.7%
|
|
|
1991
|
General Partner Inc
Pittsburgh,
Pennsylvania
|
$751K
|
–
|
–
|
–
|
|
|
1992
|
Private Wealth Advisors (California)
Fresno,
California
|
$747K
|
+$757
|
+18
|
+0.1%
|
|
|
1993
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$747K
|
-$12.6K
|
-300
|
-2%
|
|
|
1994
|
Procyon Advisors
Shelton,
Connecticut
|
$746K
|
-$2.58M
|
-61,283
|
-80%
|
|
|
1995
|
Howard Capital Management Group
Los Angeles,
California
|
$745K
|
-$8.41K
|
-200
|
-1%
|
|
|
1996
|
|
$744K
|
-$1.01M
|
-24,061
|
-60%
|
|
|
1997
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$744K
|
+$661K
|
+15,715
|
New
|
|
|
1998
|
InTrack Investment Management
South Burlington,
Vermont
|
$743K
|
-$73.6K
|
-1,750
|
-10%
|
|
|
1999
|
Guyasuta Investment Advisors
Pittsburgh,
Pennsylvania
|
$742K
|
-$1.22K
|
-29
|
-0.2%
|
|
|
2000
|
Sky Investment Group
Hartford,
Connecticut
|
$741K
|
–
|
–
|
–
|
|
