|
1976
|
Autumn Glory Partners
Dallas,
Texas
|
$846K
|
–
|
–
|
–
|
|
|
1977
|
Pasadena Private Wealth
Pasadena,
California
|
$845K
|
-$12.3K
|
-47
|
-2%
|
|
|
1978
|
Carr Financial Group
Worcester,
Massachusetts
|
$843K
|
+$342K
|
+1,305
|
+78%
|
|
|
1979
|
McDaniel Terry & Co
Austin,
Texas
|
$842K
|
–
|
–
|
–
|
|
|
1980
|
First Affirmative Financial Network
Colorado Springs,
Colorado
|
$841K
|
-$14.7K
|
-56
|
-2%
|
|
|
1981
|
D'Orazio & Associates
Falls Church,
Virginia
|
$841K
|
+$524
|
+2
|
+0.1%
|
|
|
1982
|
E&G Advisors
Houston,
Texas
|
$840K
|
+$1.83K
|
+7
|
+0.2%
|
|
|
1983
|
RIA Advisory Group
Des Moines,
Iowa
|
$840K
|
-$37.2K
|
-142
|
-5%
|
|
|
1984
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$839K
|
+$3.4K
|
+13
|
+0.4%
|
|
|
1985
|
Rakuten Securities
Tokyo,
Japan
|
$839K
|
+$489K
|
+1,868
|
+169%
|
|
|
1986
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$839K
|
-$12.3K
|
-47
|
-2%
|
|
|
1987
|
Triad Wealth Partners
Lawrence,
Kansas
|
$837K
|
+$202K
|
+770
|
+35%
|
|
|
1988
|
Capital Advisors Wealth Management
Yakima,
Washington
|
$834K
|
+$31.4K
|
+120
|
+4%
|
|
|
1989
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$833K
|
+$3.14K
|
+12
|
+0.4%
|
|
|
1990
|
GF Fund Management
Guangzhou,
China
|
$832K
|
+$337K
|
+1,287
|
+77%
|
|
|
1991
|
Citizens Business Bank
Ontario,
California
|
$828K
|
+$23.6K
|
+90
|
+3%
|
|
|
1992
|
Professional Advisory Services
Vero Beach,
Florida
|
$828K
|
–
|
–
|
–
|
|
|
1993
|
Piscataqua Savings Bank
Portsmouth,
New Hampshire
|
$827K
|
–
|
–
|
–
|
|
|
1994
|
Advyzon Investment Management
Lisle,
Illinois
|
$825K
|
+$380K
|
+1,450
|
+99%
|
|
|
1995
|
Eldridge Investment Advisors
Manchester,
New Hampshire
|
$824K
|
+$85.1K
|
+325
|
+13%
|
|
|
1996
|
Lynx Investment Advisory
Washington, Dc,
District of Columbia
|
$823K
|
-$151K
|
-578
|
-17%
|
|
|
1997
|
Causey Wealth LLC
Greenwood Village,
Colorado
|
$822K
|
–
|
–
|
–
|
|
|
1998
|
Black Diamond Financial
Towson,
Maryland
|
$821K
|
+$45.3K
|
+173
|
+6%
|
|
|
1999
|
Hanlon Investment Management
Egg Harbor Township,
New Jersey
|
$821K
|
+$73K
|
+279
|
+11%
|
|
|
2000
|
Pegasus Asset Management
Montebello,
New York
|
$820K
|
+$7.85K
|
+30
|
+1%
|
|
