|
1976
|
Wealth Dimensions Group
Cincinnati,
Ohio
|
$3.04M
|
-$93.4K
|
-401
|
-3%
|
|
|
1977
|
Lummis Asset Management
Fort Worth,
Texas
|
$3.04M
|
-$116K
|
-500
|
-4%
|
|
|
1978
|
LongView Wealth Management
Atlanta,
Georgia
|
$3.03M
|
-$289K
|
-1,241
|
-9%
|
|
|
1979
|
Trek Financial
Scottsdale,
Arizona
|
$3.03M
|
+$256K
|
+1,099
|
+10%
|
|
|
1980
|
Keynote Financial Services
Vernon,
Connecticut
|
$3.01M
|
-$48K
|
-206
|
-2%
|
|
|
1981
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$3.01M
|
-$63.8K
|
-274
|
-2%
|
|
|
1982
|
Crews Bank & Trust
Wauchula,
Florida
|
$3.01M
|
-$55.4K
|
-238
|
-2%
|
|
|
1983
|
Gables Capital Management
Miami,
Florida
|
$3.01M
|
-$34.9K
|
-150
|
-1%
|
|
|
1984
|
Everpar Advisors
Tulsa,
Oklahoma
|
$3.01M
|
+$233K
|
+1,002
|
+9%
|
|
|
1985
|
Intrua Financial
Houston,
Texas
|
$3.01M
|
-$497K
|
-2,133
|
-15%
|
|
|
1986
|
BDF Gestion
Paris,
France
|
$3M
|
–
|
–
|
–
|
|
|
1987
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$3M
|
+$154K
|
+662
|
+6%
|
|
|
1988
|
Shrier Wealth Management
Los Angeles,
California
|
$3M
|
-$40.5K
|
-174
|
-1%
|
|
|
1989
|
Sentinus LLC
Oak Brook,
Illinois
|
$3M
|
+$242K
|
+1,039
|
+9%
|
|
|
1990
|
180 Wealth Advisors
Federal Way,
Washington
|
$2.99M
|
-$174K
|
-748
|
-6%
|
|
|
1991
|
Leonteq Securities AG
Zurich,
Switzerland
|
$2.98M
|
+$337K
|
+1,445
|
+13%
|
|
|
1992
|
P.A.W. Capital
Greenwich,
Connecticut
|
$2.97M
|
+$2.85M
|
+12,220
|
New
|
|
|
1993
|
Insight Inv LLC
El Segundo,
California
|
$2.96M
|
-$10.9K
|
-47
|
-0.4%
|
|
|
1994
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
$2.96M
|
+$936K
|
+4,020
|
+50%
|
|
|
1995
|
Cypress Wealth Services
Palm Desert,
California
|
$2.96M
|
-$42.4K
|
-182
|
-1%
|
|
|
1996
|
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
|
$2.95M
|
-$409K
|
-1,755
|
-12%
|
|
|
1997
|
Core Wealth Partners
Santa Rosa,
California
|
$2.95M
|
+$14K
|
+60
|
+0.5%
|
|
|
1998
|
Apriem Advisors
Irvine,
California
|
$2.94M
|
+$37.7K
|
+162
|
+1%
|
|
|
1999
|
Financial Engines Advisors
Santa Clara,
California
|
$2.94M
|
+$135K
|
+578
|
+5%
|
|
|
2000
|
Atlanta Consulting Group Advisors
Atlanta,
Georgia
|
$2.94M
|
+$98.8K
|
+424
|
+4%
|
|
