|
1976
|
Quintet Private Bank (Europe)
Luxembourg
|
$977K
|
+$180K
|
+602
|
+22%
|
|
|
1977
|
Selective Wealth Management
Forest,
Virginia
|
$976K
|
-$403K
|
-1,346
|
-29%
|
|
|
1978
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$976K
|
-$111K
|
-370
|
-10%
|
|
|
1979
|
Geometric Wealth Advisors
Washington,
District of Columbia
|
$976K
|
-$59.3K
|
-198
|
-6%
|
|
|
1980
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$976K
|
–
|
–
|
–
|
|
|
1981
|
SNS Financial Group
Minneapolis,
Minnesota
|
$973K
|
-$7.49K
|
-25
|
-0.8%
|
|
|
1982
|
KFG Wealth Management
Granger,
Indiana
|
$972K
|
+$721K
|
+2,406
|
+275%
|
|
|
1983
|
Sandy Cove Advisors
Hingham,
Massachusetts
|
$969K
|
+$32K
|
+107
|
+3%
|
|
|
1984
|
Cardiff Park Advisors
Carlsbad,
California
|
$968K
|
–
|
–
|
–
|
|
|
1985
|
RM Financial Services
Falmouth,
Maine
|
$967K
|
+$978K
|
+3,265
|
New
|
|
|
1986
|
PeakShares LLC
Tampa,
Florida
|
$967K
|
+$978K
|
+3,264
|
New
|
|
|
1987
|
Boston Research & Management
Manchester,
Massachusetts
|
$966K
|
–
|
–
|
–
|
|
|
1988
|
WBH Advisory
Baltimore,
Maryland
|
$963K
|
-$12K
|
-40
|
-1%
|
|
|
1989
|
Kendall Capital Management
Rockville,
Maryland
|
$961K
|
-$65.6K
|
-219
|
-6%
|
|
|
1990
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$960K
|
+$119K
|
+396
|
+14%
|
|
|
1991
|
Invictus Private Wealth
Denver,
Colorado
|
$960K
|
-$19.8K
|
-66
|
-2%
|
|
|
1992
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$959K
|
-$20.1K
|
-67
|
-2%
|
|
|
1993
|
CLG LLC
Long Beach,
California
|
$957K
|
+$4.79K
|
+16
|
+0.5%
|
|
|
1994
|
Family Management
New York
|
$954K
|
+$224K
|
+748
|
+30%
|
|
|
1995
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
$953K
|
-$243K
|
-813
|
-20%
|
|
|
1996
|
Boston Trust Walden
Boston,
Massachusetts
|
$951K
|
–
|
–
|
–
|
|
|
1997
|
MCF Advisors
Covington,
Kentucky
|
$949K
|
+$232K
|
+774
|
+32%
|
|
|
1998
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$948K
|
+$299
|
+1
|
+0%
|
|
|
1999
|
Roth Financial Partners
Kingwood,
Texas
|
$948K
|
–
|
–
|
–
|
|
|
2000
|
Sonata Capital Group
Seattle,
Washington
|
$948K
|
+$225K
|
+750
|
+31%
|
|
