|
1976
|
Parisi Gray Wealth Management
Mendham,
New Jersey
|
$672K
|
+$1.55K
|
+26
|
+0.2%
|
|
|
1977
|
Circle Wealth Management
Summit,
New Jersey
|
$672K
|
+$9.93K
|
+166
|
+2%
|
|
|
1978
|
GM Advisory Group
Melville,
New York
|
$671K
|
+$18.5K
|
+309
|
+3%
|
|
|
1979
|
Secure Asset Management
Troy,
Michigan
|
$666K
|
-$10.1K
|
-169
|
-1%
|
|
|
1980
|
Mizuho Markets Cayman
Grand Cayman,
Cayman Islands
|
$665K
|
-$86.4K
|
-1,445
|
-12%
|
|
|
1981
|
S.A. Mason
Holland,
Michigan
|
$664K
|
-$12K
|
-200
|
-2%
|
|
|
1982
|
Legacy Wealth Planning
Reno,
Nevada
|
$664K
|
-$7.12K
|
-119
|
-1%
|
|
|
1983
|
Alpha Windward
Westwood,
Massachusetts
|
$664K
|
+$319K
|
+5,328
|
+92%
|
|
|
1984
|
Sunflower Bank
Dallas,
Texas
|
$664K
|
+$664K
|
+11,108
|
New
|
|
|
1985
|
Clean Yield Group
Norwich,
Vermont
|
$663K
|
-$17.9K
|
-300
|
-3%
|
|
|
1986
|
Beach Investment Counsel
West Conshohocken,
Pennsylvania
|
$658K
|
–
|
–
|
–
|
|
|
1987
|
Braun-Bostich & Associates
Canonsburg,
Pennsylvania
|
$658K
|
–
|
–
|
–
|
|
|
1988
|
WESCAP Management Group
Glendale,
California
|
$658K
|
–
|
–
|
–
|
|
|
1989
|
Advisor OS
Chicago,
Illinois
|
$658K
|
+$658K
|
+11,003
|
New
|
|
|
1990
|
Marietta Investment Partners
Milwaukee,
Wisconsin
|
$656K
|
–
|
–
|
–
|
|
|
1991
|
Zions Bancorporation
Salt Lake City,
Utah
|
$654K
|
-$17.9K
|
-300
|
-3%
|
|
|
1992
|
Argent Advisors
Monroe,
Louisiana
|
$653K
|
-$91.5K
|
-1,530
|
-12%
|
|
|
1993
|
Manchester Financial
Westlake Village,
California
|
$653K
|
-$69.3K
|
-1,159
|
-10%
|
|
|
1994
|
Investors Financial Group
Plymouth,
Minnesota
|
$653K
|
+$4.84K
|
+81
|
+0.7%
|
|
|
1995
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$652K
|
+$478
|
+8
|
+0.1%
|
|
|
1996
|
Biltmore Family Office
Charlotte,
North Carolina
|
$648K
|
-$26.6K
|
-444
|
-4%
|
|
|
1997
|
Proficio Capital Partners
Newton,
Massachusetts
|
$646K
|
+$68.1K
|
+1,139
|
+12%
|
|
|
1998
|
AMJ Financial Wealth Management
Leesburg,
Virginia
|
$646K
|
+$646K
|
+10,797
|
New
|
|
|
1999
|
TradeLink Capital
Chicago,
Illinois
|
$646K
|
+$646K
|
+10,800
|
New
|
|
|
2000
|
Perennial Investment Advisors
Los Angeles,
California
|
$644K
|
+$30K
|
+501
|
+5%
|
|
