|
1976
|
MorganRosel Wealth Management
Highlands Ranch,
Colorado
|
$656K
|
-$23.9K
|
-189
|
-3%
|
|
|
1977
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$655K
|
-$231K
|
-1,825
|
-23%
|
|
|
1978
|
AFT Forsyth & Company
West Palm Beach,
Florida
|
$655K
|
-$125K
|
-990
|
-13%
|
|
|
1979
|
Jay A. Fishman Ltd
Troy,
Michigan
|
$650K
|
+$851K
|
+6,733
|
New
|
|
|
1980
|
|
$650K
|
+$1.14K
|
+9
|
+0.1%
|
|
|
1981
|
Phocas Financial Corp
Alameda,
California
|
$642K
|
+$3.03K
|
+24
|
+0.4%
|
|
|
1982
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$642K
|
+$66.2K
|
+524
|
+9%
|
|
|
1983
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$640K
|
+$351K
|
+2,779
|
+72%
|
|
|
1984
|
Gradient Investments
Arden Hills,
Minnesota
|
$637K
|
-$1.44M
|
-11,360
|
-63%
|
|
|
1985
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$637K
|
+$202K
|
+1,594
|
+32%
|
|
|
1986
|
Golden State Wealth Management
Santa Ana,
California
|
$634K
|
+$830K
|
+6,563
|
New
|
|
|
1987
|
Flaharty Asset Management
Clearwater,
Florida
|
$633K
|
+$136K
|
+1,074
|
+20%
|
|
|
1988
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$630K
|
-$114K
|
-904
|
-12%
|
|
|
1989
|
West Paces Advisors
Atlanta,
Georgia
|
$627K
|
-$9.36K
|
-74
|
-1%
|
|
|
1990
|
|
$627K
|
+$127K
|
+1,008
|
+18%
|
|
|
1991
|
Dumont & Blake Investment Advisors
Princeton,
New Jersey
|
$626K
|
+$7.46K
|
+59
|
+0.9%
|
|
|
1992
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$625K
|
+$99.9K
|
+790
|
+14%
|
|
|
1993
|
Venturi Wealth Management
Austin,
Texas
|
$622K
|
-$7.38M
|
-58,342
|
-90%
|
|
|
1994
|
1776 Wealth
Atlanta,
Georgia
|
$619K
|
+$48K
|
+380
|
+6%
|
|
|
1995
|
Columbia Trust
Portland,
Oregon
|
$616K
|
-$62.1K
|
-491
|
-7%
|
|
|
1996
|
Summit Trail Advisors
New York
|
$615K
|
+$805K
|
+6,369
|
New
|
|
|
1997
|
Hayek Kallen Investment Management
Fairhope,
Alabama
|
$614K
|
+$804K
|
+6,357
|
New
|
|
|
1998
|
Roosevelt Investment Group
New York
|
$611K
|
-$53.7K
|
-425
|
-6%
|
|
|
1999
|
Pure Financial Advisors
San Diego,
California
|
$610K
|
+$200K
|
+1,579
|
+33%
|
|
|
2000
|
Landsberg Bennett & Dubbaneh
Punta Gorda,
Florida
|
$609K
|
-$3.23M
|
-25,542
|
-80%
|
|
