|
1976
|
Kellett Wealth Advisors
Cincinnati,
Ohio
|
$377K
|
+$121
|
+1
|
+0%
|
|
|
1977
|
Grandfield & Dodd
New York
|
$376K
|
-$9.64K
|
-80
|
-3%
|
|
|
1978
|
HM Payson & Co
Portland,
Maine
|
$375K
|
–
|
–
|
–
|
|
|
1979
|
Charles Schwab Trust
Henderson,
Nevada
|
$375K
|
–
|
–
|
–
|
|
|
1980
|
ARQ Wealth Advisors
Scottsdale,
Arizona
|
$374K
|
-$473K
|
-3,920
|
-56%
|
|
|
1981
|
Family Office Research
Bethesda,
Maryland
|
$374K
|
+$362
|
+3
|
+0.1%
|
|
|
1982
|
Shufro Rose & Co
New York
|
$374K
|
-$19.6K
|
-163
|
-5%
|
|
|
1983
|
Bedminster
Bluffton,
South Carolina
|
$374K
|
–
|
–
|
–
|
|
|
1984
|
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
|
$374K
|
–
|
–
|
–
|
|
|
1985
|
North Star Asset Management
Neenah,
Wisconsin
|
$374K
|
–
|
–
|
–
|
|
|
1986
|
Penobscot Wealth Management
Portland,
Maine
|
$373K
|
+$42.1K
|
+349
|
+13%
|
|
|
1987
|
Oak Harvest Investment Services
Houston,
Texas
|
$373K
|
+$121
|
+1
|
+0%
|
|
|
1988
|
Legacy Bridge
West Des Moines,
Iowa
|
$373K
|
–
|
–
|
–
|
|
|
1989
|
Lavaca Capital
Houston,
Texas
|
$371K
|
+$360K
|
+2,988
|
New
|
|
|
1990
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$370K
|
-$41.5K
|
-344
|
-10%
|
|
|
1991
|
Opulen Financial Group
Arlington,
Virginia
|
$369K
|
+$121
|
+1
|
+0%
|
|
|
1992
|
Tiller Private Wealth
Bethlehem,
Pennsylvania
|
$369K
|
–
|
–
|
–
|
|
|
1993
|
Brave Asset Management
Summit,
New Jersey
|
$369K
|
–
|
–
|
–
|
|
|
1994
|
Parcion Private Wealth
Bellevue,
Washington
|
$369K
|
–
|
–
|
–
|
|
|
1995
|
IFS Advisors
Overland Park,
Kansas
|
$368K
|
-$12.4K
|
-103
|
-3%
|
|
|
1996
|
West Financial Advisors
Des Moines,
Iowa
|
$368K
|
-$11.1K
|
-92
|
-3%
|
|
|
1997
|
Mitchell Sinkler & Starr
Philadelphia,
Pennsylvania
|
$368K
|
–
|
–
|
–
|
|
|
1998
|
Accelerate Investment Advisors
Aliso Viejo,
California
|
$366K
|
-$6.99K
|
-58
|
-2%
|
|
|
1999
|
Blue Rock Wealth Management
Winston-Salem,
North Carolina
|
$365K
|
–
|
–
|
–
|
|
|
2000
|
Peak Financial Advisors
Denver,
Colorado
|
$365K
|
–
|
–
|
–
|
|
