|
1976
|
SteelPeak Wealth
Woodland Hills,
California
|
$473K
|
+$211K
|
+1,659
|
+77%
|
|
|
1977
|
Avail Investment Partners
Lemont,
Pennsylvania
|
$472K
|
+$482K
|
+3,797
|
New
|
|
|
1978
|
Alerus Financial
Grand Forks,
North Dakota
|
$471K
|
-$1.91K
|
-15
|
-0.4%
|
|
|
1979
|
AA Financial Advisors
Columbus,
Ohio
|
$471K
|
+$28.6K
|
+225
|
+6%
|
|
|
1980
|
Carbahal Olsen Financial Services Group
Davis,
California
|
$471K
|
+$6.1K
|
+48
|
+1%
|
|
|
1981
|
F&V Capital Management
Boca Raton,
Florida
|
$469K
|
–
|
–
|
–
|
|
|
1982
|
LifeSteps Financial
Claremont,
California
|
$467K
|
-$8.38K
|
-66
|
-2%
|
|
|
1983
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$467K
|
–
|
–
|
–
|
|
|
1984
|
Toth Financial Advisory
Leesburg,
Virginia
|
$466K
|
+$225K
|
+1,770
|
+89%
|
|
|
1985
|
Altus Wealth Group
Colorado Springs,
Colorado
|
$466K
|
-$254
|
-2
|
-0.1%
|
|
|
1986
|
Nichols & Pratt Advisers
Boston,
Massachusetts
|
$465K
|
-$254K
|
-2,000
|
-18%
|
|
|
1987
|
NCM Capital Management
Ramsey,
New Jersey
|
$463K
|
–
|
–
|
–
|
|
|
1988
|
T. Rowe Price Associates
Baltimore,
Maryland
|
$463K
|
–
|
–
|
–
|
|
|
1989
|
Howard Wealth Management
Madison,
Connecticut
|
$462K
|
-$508
|
-4
|
-0.1%
|
|
|
1990
|
Garner Asset Management Corp
Plano,
Texas
|
$461K
|
+$508
|
+4
|
+0.1%
|
|
|
1991
|
Haverford Financial Services
Radnor,
Pennsylvania
|
$460K
|
-$191K
|
-1,506
|
-29%
|
|
|
1992
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$459K
|
+$469K
|
+3,689
|
New
|
|
|
1993
|
BFSG LLC
Irvine,
California
|
$458K
|
+$90.1K
|
+709
|
+24%
|
|
|
1994
|
BlueStem Wealth Partners
Minnetonka,
Minnesota
|
$458K
|
-$14.1K
|
-111
|
-3%
|
|
|
1995
|
Ashford Advisors
Pittsford,
New York
|
$458K
|
–
|
–
|
–
|
|
|
1996
|
Everest Financial Group
Minneapolis,
Minnesota
|
$458K
|
+$47.8K
|
+376
|
+11%
|
|
|
1997
|
Somerset Trust
Somerset,
Pennsylvania
|
$458K
|
-$175K
|
-1,377
|
-27%
|
|
|
1998
|
KWMG LLC
Overland Park,
Kansas
|
$456K
|
-$11.9K
|
-94
|
-2%
|
|
|
1999
|
Sentinel Trust
Houston,
Texas
|
$456K
|
–
|
–
|
–
|
|
|
2000
|
Hixon Zuercher
Findlay,
Ohio
|
$454K
|
–
|
–
|
–
|
|
