|
1976
|
Aberdeen Wealth Management
Lake Bluff,
Illinois
|
$843K
|
–
|
–
|
–
|
|
|
1977
|
Tyche Wealth Partners
Plano,
Texas
|
$842K
|
+$10.3K
|
+40
|
+1%
|
|
|
1978
|
|
$840K
|
+$308K
|
+1,197
|
+72%
|
|
|
1979
|
Citizens Business Bank
Ontario,
California
|
$839K
|
-$12.1K
|
-47
|
-2%
|
|
|
1980
|
Smith Shellnut Wilson
Ridgeland,
Mississippi
|
$838K
|
–
|
–
|
–
|
|
|
1981
|
Sand Hill Global Advisors
Palo Alto,
California
|
$837K
|
-$22.4K
|
-87
|
-3%
|
|
|
1982
|
Capital Advisors Wealth Management
Yakima,
Washington
|
$836K
|
+$86.6K
|
+336
|
+13%
|
|
|
1983
|
Sapient Capital
Indianapolis,
Indiana
|
$835K
|
-$9.02K
|
-35
|
-1%
|
|
|
1984
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$830K
|
–
|
–
|
–
|
|
|
1985
|
Libra Wealth
Los Gatos,
California
|
$829K
|
+$20.6K
|
+80
|
+3%
|
|
|
1986
|
Aprio Wealth Management
Atlanta,
Georgia
|
$828K
|
+$156K
|
+606
|
+28%
|
|
|
1987
|
TriaGen Wealth Management
Calabasas,
California
|
$827K
|
+$15.2K
|
+59
|
+2%
|
|
|
1988
|
Bosun Asset Management
Chicago,
Illinois
|
$825K
|
-$83.5K
|
-324
|
-10%
|
|
|
1989
|
Cohen Investment Advisors
Bedford,
New Hampshire
|
$825K
|
-$44.3K
|
-172
|
-6%
|
|
|
1990
|
Kelleher Financial Advisors
New York
|
$825K
|
+$77.3K
|
+300
|
+12%
|
|
|
1991
|
Novare Capital Management
Charlotte,
North Carolina
|
$823K
|
-$25K
|
-97
|
-3%
|
|
|
1992
|
TritonPoint Wealth
Chevy Chase,
Maryland
|
$822K
|
+$134K
|
+521
|
+23%
|
|
|
1993
|
Highland Capital Management (Tennessee)
Memphis,
Tennessee
|
$822K
|
–
|
–
|
–
|
|
|
1994
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$821K
|
+$176K
|
+683
|
+32%
|
|
|
1995
|
KG&L Capital Management
Saint Francisville,
Louisiana
|
$821K
|
+$21.4K
|
+83
|
+3%
|
|
|
1996
|
Jackson Square Capital
San Francisco,
California
|
$820K
|
+$717K
|
+2,782
|
New
|
|
|
1997
|
Davidson Trust Company
Seattle,
Washington
|
$815K
|
-$102K
|
-397
|
-13%
|
|
|
1998
|
ORG Partners
Roanoke,
Indiana
|
$813K
|
+$24K
|
+93
|
+3%
|
|
|
1999
|
Circle Wealth Management
Summit,
New Jersey
|
$813K
|
-$7.47K
|
-29
|
-1%
|
|
|
2000
|
Baron Financial Group
Fair Lawn,
New Jersey
|
$812K
|
+$773
|
+3
|
+0.1%
|
|
