|
1976
|
Financial Engines Advisors
Santa Clara,
California
|
$1.08M
|
-$188K
|
-592
|
-15%
|
|
|
1977
|
AGF Investments LLC
Toronto,
Ontario, Canada
|
$1.08M
|
-$13K
|
-41
|
-1%
|
|
|
1978
|
Truehand Inc
Strafford,
New Hampshire
|
$1.08M
|
–
|
–
|
–
|
|
|
1979
|
Engine No 1 LLC
San Francisco,
California
|
$1.08M
|
+$1.08M
|
+3,393
|
New
|
|
|
1980
|
Holloway Wealth Management
Gainesville,
Florida
|
$1.08M
|
–
|
–
|
–
|
|
|
1981
|
Tradition Wealth Management
Edina,
Minnesota
|
$1.08M
|
+$2.54K
|
+8
|
+0.2%
|
|
|
1982
|
Wiser Wealth Management
Marietta,
Georgia
|
$1.08M
|
+$8.27K
|
+26
|
+0.8%
|
|
|
1983
|
TCTC Holdings
Dallas,
Texas
|
$1.08M
|
+$13.4K
|
+42
|
+1%
|
|
|
1984
|
Tranquility Partners
Brentwood,
Tennessee
|
$1.08M
|
+$7.32K
|
+23
|
+0.7%
|
|
|
1985
|
Hayden Royal
Charlotte,
North Carolina
|
$1.07M
|
+$5.09K
|
+16
|
+0.5%
|
|
|
1986
|
Allen Investment Management
New York
|
$1.07M
|
+$20.4K
|
+64
|
+2%
|
|
|
1987
|
Mountain Pacific Investment Advisers
Boise,
Idaho
|
$1.07M
|
-$103K
|
-325
|
-9%
|
|
|
1988
|
Independent Solutions Wealth Management
Williamsville,
New York
|
$1.06M
|
+$223K
|
+701
|
+27%
|
|
|
1989
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$1.06M
|
+$262K
|
+825
|
+33%
|
|
|
1990
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$1.05M
|
-$503K
|
-1,580
|
-32%
|
|
|
1991
|
Navellier & Associates
Reno,
Nevada
|
$1.05M
|
-$19.4K
|
-61
|
-2%
|
|
|
1992
|
Hummer Financial Advisory Services
Chicago,
Illinois
|
$1.05M
|
–
|
–
|
–
|
|
|
1993
|
Ranch Capital Advisors
Sarasota,
Florida
|
$1.05M
|
-$1.02M
|
-3,196
|
Closed
|
|
|
1994
|
Certuity
North Palm Beach,
Florida
|
$1.05M
|
+$66.2K
|
+208
|
+7%
|
|
|
1995
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$1.05M
|
-$91.6K
|
-288
|
-8%
|
|
|
1996
|
55I LLC
Boston,
Massachusetts
|
$1.05M
|
+$297K
|
+935
|
+40%
|
|
|
1997
|
Miller Investment Management
West Conshohocken,
Pennsylvania
|
$1.04M
|
–
|
–
|
–
|
|
|
1998
|
CMG Global Holdings
Plano,
Texas
|
$1.04M
|
–
|
–
|
–
|
|
|
1999
|
Glassman Wealth Services
Vienna,
Virginia
|
$1.04M
|
+$63.6K
|
+200
|
+7%
|
|
|
2000
|
GM Advisory Group
Melville,
New York
|
$1.04M
|
+$119K
|
+375
|
+13%
|
|
