|
1976
|
ARS Investment Partners
New York
|
$568K
|
+$45K
|
+328
|
+9%
|
|
|
1977
|
SteelPeak Wealth
Woodland Hills,
California
|
$565K
|
-$137
|
-1
|
-0%
|
|
|
1978
|
Legacy Wealth Management (Idaho)
Boise,
Idaho
|
$563K
|
+$170K
|
+1,237
|
+48%
|
|
|
1979
|
Alerus Financial
Grand Forks,
North Dakota
|
$562K
|
–
|
–
|
–
|
|
|
1980
|
Primoris Wealth Advisors
North Palm Beach,
Florida
|
$560K
|
-$85.9K
|
-626
|
-14%
|
|
|
1981
|
Avail Investment Partners
Lemont,
Pennsylvania
|
$559K
|
-$3.43K
|
-25
|
-0.7%
|
|
|
1982
|
Carbahal Olsen Financial Services Group
Davis,
California
|
$559K
|
-$2.61K
|
-19
|
-0.5%
|
|
|
1983
|
Plum Street Advisors
New Orleans,
Louisiana
|
$558K
|
-$33.8K
|
-246
|
-6%
|
|
|
1984
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$557K
|
–
|
–
|
–
|
|
|
1985
|
Altus Wealth Group
Colorado Springs,
Colorado
|
$556K
|
–
|
–
|
–
|
|
|
1986
|
3EDGE Asset Management
Naples,
Florida
|
$555K
|
-$482K
|
-3,513
|
-48%
|
|
|
1987
|
T. Rowe Price Associates
Baltimore,
Maryland
|
$553K
|
–
|
–
|
–
|
|
|
1988
|
NCM Capital Management
Ramsey,
New Jersey
|
$553K
|
–
|
–
|
–
|
|
|
1989
|
Brady Martz Wealth Solutions
Grand Forks,
North Dakota
|
$553K
|
+$62.6K
|
+456
|
+14%
|
|
|
1990
|
Stonebridge Capital Advisors
St Paul,
Minnesota
|
$550K
|
+$53.4K
|
+389
|
+12%
|
|
|
1991
|
Haverford Financial Services
Radnor,
Pennsylvania
|
$549K
|
–
|
–
|
–
|
|
|
1992
|
GW Henssler & Associates
Kennesaw,
Georgia
|
$548K
|
-$225K
|
-1,636
|
-31%
|
|
|
1993
|
Everest Financial Group
Minneapolis,
Minnesota
|
$548K
|
+$2.06K
|
+15
|
+0.4%
|
|
|
1994
|
BFSG LLC
Irvine,
California
|
$547K
|
–
|
–
|
–
|
|
|
1995
|
Ashford Advisors
Pittsford,
New York
|
$547K
|
–
|
–
|
–
|
|
|
1996
|
West Michigan Advisors
Holland,
Michigan
|
$546K
|
-$20.4K
|
-149
|
-4%
|
|
|
1997
|
Citadel Advisors
Miami,
Florida
|
$545K
|
+$505K
|
+3,677
|
New
|
|
|
1998
|
Sentinel Trust
Houston,
Texas
|
$545K
|
–
|
–
|
–
|
|
|
1999
|
KWMG LLC
Overland Park,
Kansas
|
$543K
|
-$961
|
-7
|
-0.2%
|
|
|
2000
|
Garner Asset Management Corp
Plano,
Texas
|
$542K
|
-$6.59K
|
-48
|
-1%
|
|
