|
1976
|
SNS Financial Group
Minneapolis,
Minnesota
|
$304K
|
+$1.07K
|
+3
|
+0.4%
|
|
|
1977
|
Crown Wealth Group
Charlotte,
North Carolina
|
$304K
|
+$13.2K
|
+37
|
+5%
|
|
|
1978
|
RiverGlades Family Offices
Naples,
Florida
|
$304K
|
+$302K
|
+849
|
New
|
|
|
1979
|
Radnor Capital Management
Wayne,
Pennsylvania
|
$303K
|
–
|
–
|
–
|
|
|
1980
|
XML Financial
Bethesda,
Maryland
|
$302K
|
-$111K
|
-311
|
-27%
|
|
|
1981
|
Westfuller Advisors
New York
|
$302K
|
-$712
|
-2
|
-0.2%
|
|
|
1982
|
Advus Financial Partners, LLC
Winter Park,
Florida
|
$302K
|
–
|
–
|
–
|
|
|
1983
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$301K
|
+$4.98K
|
+14
|
+2%
|
|
|
1984
|
Investor's Fiduciary Advisor Network
Snoqualmie,
Washington
|
$301K
|
+$300K
|
+843
|
New
|
|
|
1985
|
Barnes Pettey Financial Advisors
Clarksdale,
Mississippi
|
$301K
|
+$10.7K
|
+30
|
+4%
|
|
|
1986
|
Elite Life Management
Sarasota,
Florida
|
$300K
|
+$2.85K
|
+8
|
+1%
|
|
|
1987
|
Sovereign Financial Group
Stamford,
Connecticut
|
$299K
|
-$44.8K
|
-126
|
-13%
|
|
|
1988
|
BOS Asset Management
Springfield,
Illinois
|
$299K
|
+$12.5K
|
+35
|
+4%
|
|
|
1989
|
COFG Advisors
Oak Brook,
Illinois
|
$299K
|
+$3.92K
|
+11
|
+1%
|
|
|
1990
|
Marin Bay Wealth Advisors
San Anselmo,
California
|
$298K
|
-$40.9K
|
-115
|
-12%
|
|
|
1991
|
Simplex Trading
Chicago,
Illinois
|
$297K
|
-$886K
|
-2,491
|
-75%
|
|
|
1992
|
Investors Asset Management of Georgia
Atlanta,
Georgia
|
$294K
|
–
|
–
|
–
|
|
|
1993
|
Cross Staff Investments
Pittsford,
New York
|
$293K
|
–
|
–
|
–
|
|
|
1994
|
Sandy Cove Advisors
Hingham,
Massachusetts
|
$293K
|
+$15.3K
|
+43
|
+6%
|
|
|
1995
|
Sage Rhino Capital
Menlo Park,
California
|
$293K
|
+$6.41K
|
+18
|
+2%
|
|
|
1996
|
Consilium Wealth Advisory
Richardson,
Texas
|
$292K
|
-$3.92K
|
-11
|
-1%
|
|
|
1997
|
Invenio Wealth Partners
Coral Gables,
Florida
|
$292K
|
-$48K
|
-135
|
-14%
|
|
|
1998
|
Legacy Financial Strategies
Overland Park,
Kansas
|
$291K
|
+$19.2K
|
+54
|
+7%
|
|
|
1999
|
Good Steward Wealth Advisors
Clarksville,
Tennessee
|
$291K
|
-$39.1K
|
-110
|
-12%
|
|
|
2000
|
CMG Global Holdings
Plano,
Texas
|
$291K
|
-$2.49K
|
-7
|
-0.9%
|
|
