|
1976
|
MWA Asset Management
Lexington,
Massachusetts
|
$978K
|
+$18.1K
|
+39
|
+2%
|
|
|
1977
|
Howard Wealth Management
Madison,
Connecticut
|
$976K
|
–
|
–
|
–
|
|
|
1978
|
West Oak Capital
Westlake Village,
California
|
$975K
|
–
|
–
|
–
|
|
|
1979
|
Jacobsen Capital Management
Salt Lake City,
Utah
|
$974K
|
-$74.9K
|
-161
|
-8%
|
|
|
1980
|
Regal Investment Advisors
Kentwood,
Michigan
|
$973K
|
-$266K
|
-571
|
-22%
|
|
|
1981
|
UP Strategic Wealth Investment Advisors
Pittsburgh,
Pennsylvania
|
$969K
|
+$86.5K
|
+186
|
+10%
|
|
|
1982
|
Alpine Bank Wealth Management
Grand Junction,
Colorado
|
$968K
|
+$911K
|
+1,960
|
New
|
|
|
1983
|
Select Asset Management & Trust
Mechanicsburg,
Pennsylvania
|
$967K
|
–
|
–
|
–
|
|
|
1984
|
Texas Capital Bancshares
Dallas,
Texas
|
$964K
|
–
|
–
|
–
|
|
|
1985
|
Proficio Capital Partners
Newton,
Massachusetts
|
$962K
|
-$336K
|
-722
|
-27%
|
|
|
1986
|
Wellington Wealth Strategies
Indianapolis,
Indiana
|
$961K
|
+$894K
|
+1,923
|
New
|
|
|
1987
|
Forza Wealth Management
Sarasota,
Florida
|
$960K
|
+$93K
|
+200
|
+11%
|
|
|
1988
|
Crawford Investment Counsel
Atlanta,
Georgia
|
$960K
|
-$59.1K
|
-127
|
-6%
|
|
|
1989
|
Bigelow Investment Advisors
Portland,
Maine
|
$960K
|
+$6.51K
|
+14
|
+0.7%
|
|
|
1990
|
Badgley Phelps Wealth Managers
Seattle,
Washington
|
$960K
|
+$101K
|
+218
|
+13%
|
|
|
1991
|
Demars Financial Group
Spokane Valley,
Washington
|
$959K
|
-$6.98K
|
-15
|
-0.8%
|
|
|
1992
|
Madison Asset Management
Madison,
Wisconsin
|
$955K
|
+$18.1K
|
+39
|
+2%
|
|
|
1993
|
MJP Associates
Farmington,
Connecticut
|
$954K
|
-$117K
|
-251
|
-12%
|
|
|
1994
|
New Millennium Group
Sandy,
Utah
|
$950K
|
+$682K
|
+1,466
|
+320%
|
|
|
1995
|
Iconiq Capital
San Francisco,
California
|
$949K
|
+$626K
|
+1,346
|
+234%
|
|
|
1996
|
Five Oceans Advisors
Santa Monica,
California
|
$948K
|
+$1.86K
|
+4
|
+0.2%
|
|
|
1997
|
Strategic Investment Advisors
Farmington Hills,
Michigan
|
$942K
|
-$32.1K
|
-69
|
-3%
|
|
|
1998
|
Johnson & White Wealth Management
York,
Pennsylvania
|
$942K
|
–
|
–
|
–
|
|
|
1999
|
DDFG Inc
Thousand Oaks,
California
|
$942K
|
–
|
–
|
–
|
|
|
2000
|
Consilio Wealth Advisors
Bellevue,
Washington
|
$942K
|
+$41.9K
|
+90
|
+5%
|
|
