|
1976
|
Centaurus Financial
Anaheim,
California
|
$3.15M
|
+$956K
|
+4,103
|
+50%
|
|
|
1977
|
Signature Wealth Management Partners
Montvale,
New Jersey
|
$3.14M
|
-$35K
|
-150
|
-1%
|
|
|
1978
|
Berkeley Capital Partners
Milton,
Georgia
|
$3.14M
|
-$55.5K
|
-238
|
-2%
|
|
|
1979
|
Tealwood Asset Management
Minneapolis,
Minnesota
|
$3.13M
|
-$552K
|
-2,368
|
-16%
|
|
|
1980
|
Financial Engines Advisors
Santa Clara,
California
|
$3.13M
|
+$64.1K
|
+275
|
+2%
|
|
|
1981
|
Gables Capital Management
Miami,
Florida
|
$3.12M
|
–
|
–
|
–
|
|
|
1982
|
Holistic Planning
Nacogdoches,
Texas
|
$3.12M
|
+$1.73M
|
+7,419
|
+152%
|
|
|
1983
|
Spire Wealth Management
Mclean,
Virginia
|
$3.11M
|
-$248K
|
-1,063
|
-8%
|
|
|
1984
|
Gilliland Jeter Wealth Management
Little Rock,
Arkansas
|
$3.11M
|
-$70.2K
|
-301
|
-2%
|
|
|
1985
|
Crews Bank & Trust
Wauchula,
Florida
|
$3.11M
|
-$16.5K
|
-71
|
-0.6%
|
|
|
1986
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$3.11M
|
+$181K
|
+775
|
+7%
|
|
|
1987
|
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
$3.1M
|
+$324K
|
+1,389
|
+13%
|
|
|
1988
|
Bourne Lent Asset Management
Pawling,
New York
|
$3.1M
|
-$466K
|
-2,000
|
-14%
|
|
|
1989
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$3.1M
|
-$25.4K
|
-109
|
-0.9%
|
|
|
1990
|
Net Worth Advisory Group
Sandy,
Utah
|
$3.09M
|
-$427K
|
-1,831
|
-13%
|
|
|
1991
|
LRI Investments
Palm Beach Gardens,
Florida
|
$3.09M
|
+$40.6K
|
+174
|
+1%
|
|
|
1992
|
Everpar Advisors
Tulsa,
Oklahoma
|
$3.09M
|
-$33.6K
|
-144
|
-1%
|
|
|
1993
|
Apriem Advisors
Irvine,
California
|
$3.08M
|
+$23.3K
|
+100
|
+0.8%
|
|
|
1994
|
Insight Inv LLC
El Segundo,
California
|
$3.07M
|
-$12.8K
|
-55
|
-0.5%
|
|
|
1995
|
Pinnacle Holdings
Tulsa,
Oklahoma
|
$3.06M
|
-$123K
|
-527
|
-4%
|
|
|
1996
|
Trivium Point Advisory
Westport,
Connecticut
|
$3.05M
|
+$517K
|
+2,217
|
+23%
|
|
|
1997
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$3.05M
|
+$973K
|
+4,176
|
+53%
|
|
|
1998
|
Allen Capital Group
Grand Island,
Nebraska
|
$3.05M
|
-$3.65M
|
-15,673
|
-57%
|
|
|
1999
|
P.A.W. Capital
Greenwich,
Connecticut
|
$3.05M
|
-$48.9K
|
-210
|
-2%
|
|
|
2000
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$3.05M
|
-$65.3K
|
-280
|
-2%
|
|
