|
1976
|
Live Oak Private Wealth
Wilmington,
North Carolina
|
$397K
|
+$11.6K
|
+64
|
+4%
|
|
|
1977
|
Mezzasalma Advisors
Tinton Falls,
New Jersey
|
$396K
|
-$23.1K
|
-127
|
-8%
|
|
|
1978
|
Warwick Investment Management
Bryan,
Texas
|
$396K
|
-$14.2K
|
-78
|
-5%
|
|
|
1979
|
Old Peak Finance
Chapel Hill,
North Carolina
|
$395K
|
+$282K
|
+1,548
|
New
|
|
|
1980
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$395K
|
+$281K
|
+1,545
|
New
|
|
|
1981
|
Allied Investment Advisors
Billings,
Montana
|
$394K
|
–
|
–
|
–
|
|
|
1982
|
Costello Asset Management
Feasterville,
Pennsylvania
|
$394K
|
-$10.9K
|
-60
|
-4%
|
|
|
1983
|
Ranch Capital Advisors
Sarasota,
Florida
|
$392K
|
–
|
–
|
–
|
|
|
1984
|
Roberts, Glore & Co
Deerfield,
Illinois
|
$392K
|
+$10.9K
|
+60
|
+4%
|
|
|
1985
|
Wallace Advisory Group
Lafayette,
California
|
$392K
|
-$97K
|
-533
|
-26%
|
|
|
1986
|
NIA Impact Advisors
Berkeley,
California
|
$392K
|
+$1.09K
|
+6
|
+0.4%
|
|
|
1987
|
Barlow Wealth Partners
Louisville,
Kentucky
|
$391K
|
–
|
–
|
–
|
|
|
1988
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$391K
|
-$85K
|
-467
|
-23%
|
|
|
1989
|
MB, Levis & Associates
Center Valley,
Pennsylvania
|
$390K
|
+$182
|
+1
|
+0.1%
|
|
|
1990
|
HORAN Wealth
Cincinnati,
Ohio
|
$390K
|
-$126K
|
-690
|
-31%
|
|
|
1991
|
4Wealth Advisors
Burr Ridge,
Illinois
|
$389K
|
+$277K
|
+1,522
|
New
|
|
|
1992
|
Action Point Financial Planning
Grand Rapids,
Michigan
|
$387K
|
+$277K
|
+1,522
|
New
|
|
|
1993
|
TritonPoint Wealth
Chevy Chase,
Maryland
|
$386K
|
-$43.1K
|
-237
|
-14%
|
|
|
1994
|
Woodward Diversified Capital
Bakersfield,
California
|
$385K
|
-$26.9K
|
-148
|
-9%
|
|
|
1995
|
Innova Wealth Partners
Newtown,
Pennsylvania
|
$385K
|
-$518K
|
-2,846
|
-65%
|
|
|
1996
|
Creative Financial Designs
Kokomo,
Indiana
|
$383K
|
+$226K
|
+1,243
|
+484%
|
|
|
1997
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$383K
|
–
|
–
|
–
|
|
|
1998
|
Cladis Investment Advisory
Billings,
Montana
|
$383K
|
–
|
–
|
–
|
|
|
1999
|
Cove Private Wealth
Oyster Bay Cove,
New York
|
$383K
|
–
|
–
|
–
|
|
|
2000
|
Greatmark Investment Partners
Columbus,
Georgia
|
$383K
|
–
|
–
|
–
|
|
