|
1976
|
Kesler Norman & Wride
Ogden,
Utah
|
$1.65M
|
+$76.9K
|
+210
|
+5%
|
|
|
1977
|
Emerald Advisors
Bellevue,
Washington
|
$1.65M
|
+$189K
|
+515
|
+12%
|
|
|
1978
|
Luts & Greenleigh Group
Bethesda,
Maryland
|
$1.64M
|
-$29.3K
|
-80
|
-2%
|
|
|
1979
|
St. Johns Investment Management
Jacksonville,
Florida
|
$1.64M
|
+$16.1K
|
+44
|
+0.9%
|
|
|
1980
|
Arcus Capital Partners
Atlanta,
Georgia
|
$1.64M
|
+$848K
|
+2,314
|
+95%
|
|
|
1981
|
Midland Wealth Advisors
Effingham,
Illinois
|
$1.63M
|
-$286K
|
-780
|
-14%
|
|
|
1982
|
Catalyst Financial Partners
Boston,
Massachusetts
|
$1.63M
|
-$97.8K
|
-267
|
-5%
|
|
|
1983
|
SevenBridge Financial Group
Harrisburg,
Pennsylvania
|
$1.63M
|
-$625K
|
-1,707
|
-29%
|
|
|
1984
|
Register Financial Advisors
Atlanta,
Georgia
|
$1.63M
|
+$51.3K
|
+140
|
+3%
|
|
|
1985
|
Means Investment Company
Bangor,
Maine
|
$1.62M
|
-$8.42K
|
-23
|
-0.5%
|
|
|
1986
|
Tradition Wealth Management
Edina,
Minnesota
|
$1.62M
|
-$25.6K
|
-70
|
-1%
|
|
|
1987
|
Cherokee Insurance
Sterling Heights,
Michigan
|
$1.62M
|
–
|
–
|
–
|
|
|
1988
|
Paces Ferry Wealth Advisors
Atlanta,
Georgia
|
$1.61M
|
-$16.1K
|
-44
|
-0.9%
|
|
|
1989
|
Orca Investment Management
Roseburg,
Oregon
|
$1.61M
|
+$2.56K
|
+7
|
+0.1%
|
|
|
1990
|
Pines Wealth Management
Southern Pines,
North Carolina
|
$1.61M
|
+$34.4K
|
+94
|
+2%
|
|
|
1991
|
City State Bank
Norwalk,
Iowa
|
$1.6M
|
-$17.9K
|
-49
|
-1%
|
|
|
1992
|
71 West Capital Partners
Boston,
Massachusetts
|
$1.6M
|
+$1.71M
|
+4,663
|
New
|
|
|
1993
|
Falcon Wealth Planning
Ontario,
California
|
$1.6M
|
-$20.9K
|
-57
|
-1%
|
|
|
1994
|
Invesco LLC (Illinois)
Des Plaines,
Illinois
|
$1.6M
|
+$17.9K
|
+49
|
+1%
|
|
|
1995
|
PW Nova Financial Services
Newtown,
Pennsylvania
|
$1.6M
|
+$1.69M
|
+4,619
|
New
|
|
|
1996
|
Elyxium Wealth
San Mateo,
California
|
$1.59M
|
-$28.9K
|
-79
|
-2%
|
|
|
1997
|
Martin & Co
Knoxville,
Tennessee
|
$1.59M
|
+$51.6K
|
+141
|
+3%
|
|
|
1998
|
Anchyra Partners
Atlanta,
Georgia
|
$1.59M
|
+$1.69M
|
+4,616
|
New
|
|
|
1999
|
Westhampton Capital
Winston-Salem,
North Carolina
|
$1.58M
|
+$76.6K
|
+209
|
+5%
|
|
|
2000
|
Power Wealth Management
Alpharetta,
Georgia
|
$1.58M
|
-$25.3K
|
-69
|
-1%
|
|
