|
1976
|
Beam Wealth Advisors
Covington,
Louisiana
|
$908K
|
+$90.1K
|
+591
|
+10%
|
|
|
1977
|
Austin Private Wealth
Austin,
Texas
|
$905K
|
+$3.51K
|
+23
|
+0.4%
|
|
|
1978
|
Total Wealth Planning
Cincinnati,
Ohio
|
$905K
|
+$11.4K
|
+75
|
+1%
|
|
|
1979
|
Cornerstone National Bank & Trust
Palatine,
Illinois
|
$904K
|
+$11.9K
|
+78
|
+1%
|
|
|
1980
|
Aberdeen Wealth Management
Lake Bluff,
Illinois
|
$902K
|
–
|
–
|
–
|
|
|
1981
|
Pure Financial Advisors
San Diego,
California
|
$900K
|
+$85.7K
|
+562
|
+10%
|
|
|
1982
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$897K
|
-$50K
|
-328
|
-5%
|
|
|
1983
|
Cable Hill Partners
Portland,
Oregon
|
$895K
|
-$9.76K
|
-64
|
-1%
|
|
|
1984
|
Sandbox Financial Partners
Bethesda,
Maryland
|
$895K
|
+$34.3K
|
+225
|
+4%
|
|
|
1985
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$895K
|
+$216K
|
+1,419
|
+30%
|
|
|
1986
|
City State Bank
Norwalk,
Iowa
|
$894K
|
-$23.6K
|
-155
|
-2%
|
|
|
1987
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$893K
|
+$22.3K
|
+146
|
+2%
|
|
|
1988
|
LWM Advisory Services
Plantation,
Florida
|
$893K
|
+$83K
|
+544
|
+10%
|
|
|
1989
|
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
|
$891K
|
-$23.6K
|
-155
|
-2%
|
|
|
1990
|
SOA Wealth Advisors
New York
|
$884K
|
-$50.6K
|
-332
|
-5%
|
|
|
1991
|
Millennium Capital Advisors
Little Rock,
Arkansas
|
$881K
|
+$1.22K
|
+8
|
+0.1%
|
|
|
1992
|
Chickasaw Capital Management
Memphis,
Tennessee
|
$881K
|
–
|
–
|
–
|
|
|
1993
|
Vishria Bird Financial Group
Memphis,
Tennessee
|
$881K
|
–
|
–
|
–
|
|
|
1994
|
Corundum Group
Colorado Springs,
Colorado
|
$877K
|
+$36.6K
|
+240
|
+4%
|
|
|
1995
|
W Advisors LLC
Germantown,
Tennessee
|
$874K
|
+$763
|
+5
|
+0.1%
|
|
|
1996
|
NFP Retirement Inc
Aliso Viejo,
California
|
$873K
|
-$47.4K
|
-311
|
-5%
|
|
|
1997
|
Guinness Atkinson Asset Management
Pasadena,
California
|
$872K
|
-$24.9K
|
-163
|
-3%
|
|
|
1998
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$872K
|
+$59.6K
|
+391
|
+7%
|
|
|
1999
|
Iron Gate Global Advisors
Nsl,
Utah
|
$862K
|
-$15.9K
|
-104
|
-2%
|
|
|
2000
|
P.A.W. Capital
Greenwich,
Connecticut
|
$862K
|
–
|
–
|
–
|
|
