|
1976
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
$671K
|
-$13.4K
|
-35
|
-2%
|
|
|
1977
|
Foster Group
West Des Moines,
Iowa
|
$671K
|
–
|
–
|
–
|
|
|
1978
|
Global Wealth Management
Kingston,
New Jersey
|
$671K
|
+$90.5K
|
+237
|
+16%
|
|
|
1979
|
Asset Dedication LLC
San Francisco,
California
|
$671K
|
-$35.9K
|
-94
|
-5%
|
|
|
1980
|
Somerset Trust
Somerset,
Pennsylvania
|
$671K
|
-$764
|
-2
|
-0.1%
|
|
|
1981
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
$671K
|
+$8.4K
|
+22
|
+2%
|
|
|
1982
|
Tectonic Advisors
Frisco,
Texas
|
$670K
|
-$59.2K
|
-155
|
-8%
|
|
|
1983
|
Stratos Investment Management
Beachwood,
Ohio
|
$670K
|
-$18.7K
|
-49
|
-3%
|
|
|
1984
|
ticino wealth
Mission Viejo,
California
|
$670K
|
+$646K
|
+1,691
|
New
|
|
|
1985
|
Fortitude Advisory Group
Gig Harbor,
Washington
|
$669K
|
+$382
|
+1
|
+0.1%
|
|
|
1986
|
First National Bank of Hutchinson
Hutchinson,
Kansas
|
$668K
|
–
|
–
|
–
|
|
|
1987
|
Curio Wealth
Annapolis,
Maryland
|
$667K
|
+$11.5K
|
+30
|
+2%
|
|
|
1988
|
Horizon Investments
Charlotte,
North Carolina
|
$666K
|
+$95.9K
|
+251
|
+18%
|
|
|
1989
|
Aire Advisors
Beverly Hills,
California
|
$661K
|
-$47.7K
|
-125
|
-7%
|
|
|
1990
|
IAM Advisory
Easton,
Pennsylvania
|
$660K
|
–
|
–
|
–
|
|
|
1991
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$660K
|
+$108K
|
+282
|
+20%
|
|
|
1992
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$659K
|
–
|
–
|
–
|
|
|
1993
|
Verus Financial Partners
Richmond,
Virginia
|
$658K
|
+$16.8K
|
+44
|
+3%
|
|
|
1994
|
Cloud Capital Management
Seattle,
Washington
|
$657K
|
–
|
–
|
–
|
|
|
1995
|
MPWM Advisory Solutions
Alpharetta,
Georgia
|
$655K
|
+$293K
|
+767
|
+87%
|
|
|
1996
|
First Pacific Financial
Vancouver,
Washington
|
$654K
|
-$80.2K
|
-210
|
-11%
|
|
|
1997
|
Barlow Wealth Partners
Louisville,
Kentucky
|
$654K
|
–
|
–
|
–
|
|
|
1998
|
American Asset Management
Boca Raton,
Florida
|
$652K
|
-$279K
|
-731
|
-31%
|
|
|
1999
|
Freedom Financial Partners
Oakdale,
Minnesota
|
$650K
|
–
|
–
|
–
|
|
|
2000
|
Cypress Wealth Services
Palm Desert,
California
|
$650K
|
+$13.4K
|
+35
|
+2%
|
|
