|
1976
|
PDS Planning
Dublin,
Ohio
|
$1.19M
|
+$21.8K
|
+135
|
+2%
|
|
|
1977
|
Coastal Bridge Advisors
Westport,
Connecticut
|
$1.19M
|
-$72.2K
|
-447
|
-6%
|
|
|
1978
|
Eley Financial Management
South Burlington,
Vermont
|
$1.19M
|
-$969
|
-6
|
-0.1%
|
|
|
1979
|
Day & Ennis
Macon,
Georgia
|
$1.19M
|
-$18.7K
|
-116
|
-2%
|
|
|
1980
|
Sentry LLC
Memphis,
Tennessee
|
$1.18M
|
-$969
|
-6
|
-0.1%
|
|
|
1981
|
Ballast Advisors
Woodbury,
Minnesota
|
$1.18M
|
-$145K
|
-895
|
-11%
|
|
|
1982
|
Baron Wealth Management
Troy,
Michigan
|
$1.18M
|
+$13.7K
|
+85
|
+1%
|
|
|
1983
|
Impact Partnership Wealth
Marietta,
Georgia
|
$1.18M
|
+$853K
|
+5,280
|
+308%
|
|
|
1984
|
J.W. Coons Advisors
Columbus,
Ohio
|
$1.18M
|
–
|
–
|
–
|
|
|
1985
|
Aureus Asset Management
Boston,
Massachusetts
|
$1.18M
|
+$27.5K
|
+170
|
+2%
|
|
|
1986
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$1.18M
|
+$9.69K
|
+60
|
+0.9%
|
|
|
1987
|
Matthew Hamilton Rosenberg
|
$1.17M
|
+$25K
|
+155
|
+2%
|
|
|
1988
|
Northwest Quadrant Wealth Management
Bend,
Oregon
|
$1.17M
|
+$48.8K
|
+302
|
+5%
|
|
|
1989
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$1.16M
|
-$15.7K
|
-97
|
-1%
|
|
|
1990
|
RFP Financial Group
Atlanta,
Georgia
|
$1.16M
|
-$215K
|
-1,332
|
-16%
|
|
|
1991
|
ORG Partners
Roanoke,
Indiana
|
$1.16M
|
-$704K
|
-4,359
|
-39%
|
|
|
1992
|
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
$1.16M
|
-$44.3K
|
-274
|
-4%
|
|
|
1993
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$1.16M
|
+$18.7K
|
+116
|
+2%
|
|
|
1994
|
Campion Asset Management
Falls Church,
Virginia
|
$1.16M
|
–
|
–
|
–
|
|
|
1995
|
E.S. Barr & Co
Lexington,
Kentucky
|
$1.16M
|
–
|
–
|
–
|
|
|
1996
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$1.16M
|
+$10.8K
|
+67
|
+1%
|
|
|
1997
|
Valley Brook Capital Group
Venetia,
Pennsylvania
|
$1.16M
|
-$238K
|
-1,475
|
-18%
|
|
|
1998
|
Phillips Wealth Planners
Starkville,
Mississippi
|
$1.15M
|
+$6.95K
|
+43
|
+0.6%
|
|
|
1999
|
Voya Financial Advisors
Windsor,
Connecticut
|
$1.15M
|
+$54.3K
|
+336
|
+5%
|
|
|
2000
|
Summit Financial
Parsippany,
New Jersey
|
$1.15M
|
+$261K
|
+1,618
|
+31%
|
|
