|
1976
|
Clearview Wealth Advisors
Salem,
Oregon
|
$289K
|
-$12.7K
|
-120
|
-4%
|
|
|
1977
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$287K
|
–
|
–
|
–
|
|
|
1978
|
Investment Partners
New Philadelphia,
Ohio
|
$287K
|
-$319
|
-3
|
-0.1%
|
|
|
1979
|
F&V Capital Management
Boca Raton,
Florida
|
$286K
|
+$12.2K
|
+115
|
+5%
|
|
|
1980
|
Eudaimonia Advisors
Winchester,
Tennessee
|
$285K
|
-$41.6K
|
-392
|
-13%
|
|
|
1981
|
Capital Management Associates Inc
Minneapolis,
Minnesota
|
$284K
|
-$324K
|
-3,050
|
-54%
|
|
|
1982
|
Alterna Wealth Management
Houston,
Texas
|
$283K
|
+$272K
|
+2,560
|
New
|
|
|
1983
|
Icon Wealth Advisors
Houston,
Texas
|
$282K
|
+$112K
|
+1,051
|
+70%
|
|
|
1984
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$282K
|
-$22.1K
|
-208
|
-8%
|
|
|
1985
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$279K
|
+$7.01K
|
+66
|
+3%
|
|
|
1986
|
Colonial River Investments
Midlothian,
Virginia
|
$278K
|
-$1.01M
|
-9,519
|
-79%
|
|
|
1987
|
Dogwood Wealth Management
Lenexa,
Kansas
|
$277K
|
-$28.2K
|
-266
|
-10%
|
|
|
1988
|
Members Advisory Group
Williamsville,
New York
|
$276K
|
+$265K
|
+2,498
|
New
|
|
|
1989
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$276K
|
-$42.5K
|
-400
|
-14%
|
|
|
1990
|
Trust Company of the South
Greensboro,
North Carolina
|
$276K
|
-$16.6K
|
-156
|
-6%
|
|
|
1991
|
GFG Capital
Miami,
Florida
|
$276K
|
-$35.6K
|
-335
|
-12%
|
|
|
1992
|
Iconiq Capital
San Francisco,
California
|
$275K
|
+$849
|
+8
|
+0.3%
|
|
|
1993
|
FreeGulliver LLC
New Orleans,
Louisiana
|
$275K
|
+$265K
|
+2,491
|
New
|
|
|
1994
|
Sage Private Wealth Group
Oakbrook Terrace,
Illinois
|
$275K
|
-$221K
|
-2,084
|
-46%
|
|
|
1995
|
Crown Wealth Group
Charlotte,
North Carolina
|
$275K
|
+$264K
|
+2,485
|
New
|
|
|
1996
|
SFG Wealth Management
Towson,
Maryland
|
$275K
|
-$31.7K
|
-299
|
-11%
|
|
|
1997
|
Activest Wealth Management
Aventure,
Florida
|
$274K
|
-$115K
|
-1,079
|
-30%
|
|
|
1998
|
Denver Wealth Management
Denver,
Colorado
|
$274K
|
+$106
|
+1
|
+0%
|
|
|
1999
|
E&G Advisors
Houston,
Texas
|
$274K
|
–
|
–
|
–
|
|
|
2000
|
Lantern Wealth Advisors
Melville,
New York
|
$273K
|
+$1.27K
|
+12
|
+0.5%
|
|
