|
1976
|
Monte Financial Group
Guilford,
Connecticut
|
$568K
|
-$9.98K
|
-25
|
-2%
|
|
|
1977
|
Montz Harcus Wealth Management
New Orleans,
Louisiana
|
$567K
|
+$3.19K
|
+8
|
+0.5%
|
|
|
1978
|
Paragon Advisors
College Station,
Texas
|
$566K
|
-$49.1K
|
-123
|
-7%
|
|
|
1979
|
Drive Wealth Management
Lehi,
Utah
|
$566K
|
+$21.2K
|
+53
|
+3%
|
|
|
1980
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$565K
|
-$510K
|
-1,278
|
-45%
|
|
|
1981
|
Columbus Macro
New Castle,
Pennsylvania
|
$564K
|
-$141K
|
-354
|
-18%
|
|
|
1982
|
Summitry LLC
Foster City,
California
|
$564K
|
–
|
–
|
–
|
|
|
1983
|
Vectors Research Management
New York
|
$561K
|
-$73.1K
|
-183
|
-10%
|
|
|
1984
|
Capital Market Strategies
Palm Beach Gardens,
Florida
|
$561K
|
+$61.5K
|
+154
|
+11%
|
|
|
1985
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
$556K
|
-$30.7K
|
-77
|
-5%
|
|
|
1986
|
Rock Creek Group
Washington,
District of Columbia
|
$556K
|
–
|
–
|
–
|
|
|
1987
|
TPG Financial Advisors
Portland,
Oregon
|
$555K
|
–
|
–
|
–
|
|
|
1988
|
Westbourne Investment Advisors
Annapolis,
Maryland
|
$555K
|
–
|
–
|
–
|
|
|
1989
|
Matthew Hamilton Rosenberg
|
$554K
|
-$98.2K
|
-246
|
-14%
|
|
|
1990
|
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
|
$554K
|
-$63.9K
|
-160
|
-9%
|
|
|
1991
|
Tradition Wealth Management
Edina,
Minnesota
|
$554K
|
+$26K
|
+65
|
+4%
|
|
|
1992
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$553K
|
+$249K
|
+624
|
+71%
|
|
|
1993
|
Wealthstar Advisors
Plano,
Texas
|
$552K
|
-$4.18M
|
-10,456
|
-87%
|
|
|
1994
|
CWA Asset Management Group
Naples,
Florida
|
$547K
|
-$59.5K
|
-149
|
-9%
|
|
|
1995
|
Brooks Moore & Associates
Chattanooga,
Tennessee
|
$547K
|
–
|
–
|
–
|
|
|
1996
|
Waterfront Wealth
Overland Park,
Kansas
|
$547K
|
+$40.3K
|
+101
|
+8%
|
|
|
1997
|
Russell Investments Group
London,
United Kingdom
|
$545K
|
-$5.6M
|
-14,027
|
-90%
|
|
|
1998
|
WT Wealth Management
Scottsdale,
Arizona
|
$544K
|
–
|
–
|
–
|
|
|
1999
|
Members Trust
Tampa,
Florida
|
$543K
|
-$2K
|
-5
|
-0.3%
|
|
|
2000
|
Capital Investment Services of America
Milwaukee,
Wisconsin
|
$542K
|
–
|
–
|
–
|
|
