|
1976
|
Institute for Wealth Management
Denver,
Colorado
|
$327K
|
+$49.7K
|
+440
|
+19%
|
|
|
1977
|
Kestra Investment Management
Austin,
Texas
|
$326K
|
+$315K
|
+2,790
|
New
|
|
|
1978
|
Tenon Financial
Metuchen,
New Jersey
|
$323K
|
+$85.2K
|
+754
|
+38%
|
|
|
1979
|
Gerber LLC
Columbus,
Ohio
|
$320K
|
–
|
–
|
–
|
|
|
1980
|
Fort Pitt Capital Group
Pittsburgh,
Pennsylvania
|
$320K
|
+$47.3K
|
+419
|
+18%
|
|
|
1981
|
Rothschild Investment LLC
Chicago,
Illinois
|
$320K
|
–
|
–
|
–
|
|
|
1982
|
Clark Asset Management
Stratham,
New Hampshire
|
$320K
|
+$309K
|
+2,735
|
New
|
|
|
1983
|
Bond & Devick Financial Network
St. Louis Park,
Minnesota
|
$320K
|
+$14.5K
|
+128
|
+5%
|
|
|
1984
|
Seascape Capital Management
Portsmouth,
New Hampshire
|
$317K
|
–
|
–
|
–
|
|
|
1985
|
Proficio Capital Partners
Newton,
Massachusetts
|
$315K
|
–
|
–
|
–
|
|
|
1986
|
Holland Advisory Services
Ormond Beach,
Florida
|
$315K
|
-$329K
|
-2,909
|
-52%
|
|
|
1987
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$314K
|
+$21.9K
|
+194
|
+8%
|
|
|
1988
|
Core Wealth Partners
Santa Rosa,
California
|
$312K
|
–
|
–
|
–
|
|
|
1989
|
Parkside Advisors
Berkeley,
California
|
$312K
|
–
|
–
|
–
|
|
|
1990
|
Rollins Financial Advisors
New York City,
New York
|
$311K
|
+$60.1K
|
+532
|
+25%
|
|
|
1991
|
Voisard Asset Management Group
Grand Rapids,
Michigan
|
$311K
|
+$109K
|
+967
|
+57%
|
|
|
1992
|
Hill Island Financial
Grand Rapids,
Michigan
|
$310K
|
+$57.5K
|
+509
|
+24%
|
|
|
1993
|
Forum Financial Management
Lombard,
Illinois
|
$310K
|
+$44.6K
|
+395
|
+18%
|
|
|
1994
|
Twin Peaks Wealth Advisors
Burlingame,
California
|
$309K
|
-$232K
|
-2,050
|
-44%
|
|
|
1995
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$308K
|
+$14.7K
|
+130
|
+5%
|
|
|
1996
|
Signature Wealth Management Partners
Montvale,
New Jersey
|
$307K
|
-$88.6K
|
-784
|
-23%
|
|
|
1997
|
Signet Investment Advisory Group
Providence,
Rhode Island
|
$307K
|
+$297K
|
+2,625
|
New
|
|
|
1998
|
Brand Asset Management Group
Chesterfield,
Missouri
|
$306K
|
–
|
–
|
–
|
|
|
1999
|
Stiles Financial Services
Edina,
Minnesota
|
$306K
|
+$226
|
+2
|
+0.1%
|
|
|
2000
|
Denver Wealth Management
Denver,
Colorado
|
$306K
|
+$14.9K
|
+132
|
+5%
|
|
