|
1976
|
Prosperity Planning
Kansas City,
Missouri
|
$351K
|
-$36.9K
|
-150
|
-10%
|
|
|
1977
|
Dala Group
Hoffman Estates,
Illinois
|
$351K
|
+$350K
|
+1,424
|
New
|
|
|
1978
|
Trueblood Wealth Management
Lima,
Ohio
|
$350K
|
+$738
|
+3
|
+0.2%
|
|
|
1979
|
Wallace Advisory Group
Lafayette,
California
|
$350K
|
+$1.72K
|
+7
|
+0.5%
|
|
|
1980
|
Redwood Family Wealth
Addison,
Texas
|
$350K
|
+$349K
|
+1,420
|
New
|
|
|
1981
|
Asio Capital
Lexington,
Kentucky
|
$349K
|
–
|
–
|
–
|
|
|
1982
|
Flagship Wealth Advisors
Wakefield,
Massachusetts
|
$348K
|
–
|
–
|
–
|
|
|
1983
|
Readystate Asset Management
Chicago,
Illinois
|
$347K
|
+$347K
|
+1,411
|
New
|
|
|
1984
|
Northbridge Financial Group
Tampa,
Florida
|
$347K
|
+$346K
|
+1,409
|
New
|
|
|
1985
|
Valley Forge Investment Consultants
Audubon,
Pennsylvania
|
$346K
|
–
|
–
|
–
|
|
|
1986
|
High Net Worth Advisory Group
Naples,
Florida
|
$345K
|
-$28.3K
|
-115
|
-8%
|
|
|
1987
|
Fayez Sarofim & Co
Houston,
Texas
|
$345K
|
–
|
–
|
–
|
|
|
1988
|
WealthBridge Investment Counsel
Calgary,
Alberta, Canada
|
$345K
|
-$1.23K
|
-5
|
-0.4%
|
|
|
1989
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$345K
|
-$3.44K
|
-14
|
-1%
|
|
|
1990
|
DeLarme Wealth Management
Palos Verdes Estates,
California
|
$345K
|
+$344K
|
+1,400
|
New
|
|
|
1991
|
|
$344K
|
-$13K
|
-53
|
-4%
|
|
|
1992
|
Wolff Wiese Magana
Carslbad,
California
|
$344K
|
-$738
|
-3
|
-0.2%
|
|
|
1993
|
Xponance
Philadelphia,
Pennsylvania
|
$343K
|
-$312K
|
-1,269
|
-48%
|
|
|
1994
|
Bath Savings Trust
Bath,
Maine
|
$343K
|
+$47.2K
|
+192
|
+16%
|
|
|
1995
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$342K
|
-$15.2K
|
-62
|
-4%
|
|
|
1996
|
ArchPoint Investors
Coral Gables,
Florida
|
$342K
|
–
|
–
|
–
|
|
|
1997
|
Albion Financial Group
Salt Lake City,
Utah
|
$340K
|
+$117K
|
+474
|
+52%
|
|
|
1998
|
Lake Street Private Wealth
Chicago,
Illinois
|
$340K
|
-$35.9K
|
-146
|
-10%
|
|
|
1999
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$340K
|
-$18.7K
|
-76
|
-5%
|
|
|
2000
|
Bay Capital Advisors
Virginia Beach,
Virginia
|
$340K
|
+$12.3K
|
+50
|
+4%
|
|
