|
1976
|
Regal Investment Advisors
Kentwood,
Michigan
|
$310K
|
+$951
|
+5
|
+0.3%
|
|
|
1977
|
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
$309K
|
+$292K
|
+1,537
|
New
|
|
|
1978
|
Highland Capital Management (Tennessee)
Memphis,
Tennessee
|
$309K
|
–
|
–
|
–
|
|
|
1979
|
Pine Haven Investment Counsel
Fairhaven,
Massachusetts
|
$309K
|
–
|
–
|
–
|
|
|
1980
|
Foster Victor Wealth Advisors
Greenville,
South Carolina
|
$308K
|
+$52.1K
|
+274
|
+22%
|
|
|
1981
|
United Community Bank
Greenville,
South Carolina
|
$308K
|
-$17.9K
|
-94
|
-6%
|
|
|
1982
|
Aberdeen Wealth Management
Lake Bluff,
Illinois
|
$308K
|
–
|
–
|
–
|
|
|
1983
|
Kolinsky Wealth Management
Ramsey,
New Jersey
|
$308K
|
+$8.56K
|
+45
|
+3%
|
|
|
1984
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$308K
|
+$1.14K
|
+6
|
+0.4%
|
|
|
1985
|
Autumn Glory Partners
Dallas,
Texas
|
$307K
|
–
|
–
|
–
|
|
|
1986
|
Key Financial Inc
West Chester,
Pennsylvania
|
$307K
|
+$16.2K
|
+85
|
+6%
|
|
|
1987
|
AlphaCore Capital
La Jolla,
California
|
$307K
|
+$291K
|
+1,527
|
New
|
|
|
1988
|
Advisor OS
Chicago,
Illinois
|
$307K
|
+$1.71K
|
+9
|
+0.6%
|
|
|
1989
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$307K
|
-$18.6K
|
-98
|
-6%
|
|
|
1990
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$306K
|
-$13.1K
|
-69
|
-4%
|
|
|
1991
|
Sivia Capital Partners
Mill Valley,
California
|
$305K
|
+$10.8K
|
+57
|
+4%
|
|
|
1992
|
Clifford Group
Wayland,
Massachusetts
|
$305K
|
–
|
–
|
–
|
|
|
1993
|
Colonial Trust
Spartanburg,
South Carolina
|
$304K
|
-$39.2K
|
-206
|
-12%
|
|
|
1994
|
Aspiriant LLC
Los Angeles,
California
|
$304K
|
-$210K
|
-1,102
|
-42%
|
|
|
1995
|
Palumbo Wealth Management
Great Neck,
New York
|
$303K
|
-$5.33K
|
-28
|
-2%
|
|
|
1996
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$302K
|
–
|
–
|
–
|
|
|
1997
|
GTS Securities
Miami,
Florida
|
$302K
|
-$1.06M
|
-5,592
|
-79%
|
|
|
1998
|
Live Oak Private Wealth
Wilmington,
North Carolina
|
$302K
|
+$2.09K
|
+11
|
+0.7%
|
|
|
1999
|
Cherry Creek Investment Advisors
Englewood,
Colorado
|
$302K
|
+$1.33K
|
+7
|
+0.5%
|
|
|
2000
|
Element Wealth
Ridgeland,
Mississippi
|
$299K
|
+$69.1K
|
+363
|
+32%
|
|
