|
1976
|
First Citizens Financial Corp
Mason City,
Iowa
|
$876K
|
+$2.99K
|
+10
|
+0.4%
|
|
|
1977
|
|
$874K
|
-$58.9K
|
-197
|
-7%
|
|
|
1978
|
Annis Gardner Whiting Capital Advisors
Tampa,
Florida
|
$874K
|
-$9.87K
|
-33
|
-1%
|
|
|
1979
|
Front Row Advisors
Tiburon,
California
|
$871K
|
-$50.5K
|
-169
|
-6%
|
|
|
1980
|
FSB Premier Wealth Management
Waterloo,
Iowa
|
$870K
|
+$79.9K
|
+267
|
+11%
|
|
|
1981
|
Personal CFO Solutions
Chester,
New Jersey
|
$870K
|
+$35.9K
|
+120
|
+5%
|
|
|
1982
|
TI-Trust
Quincy,
Illinois
|
$869K
|
–
|
–
|
–
|
|
|
1983
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$868K
|
+$21.5K
|
+72
|
+3%
|
|
|
1984
|
First Dallas Securities
Dallas,
Texas
|
$867K
|
-$29.9K
|
-100
|
-3%
|
|
|
1985
|
Penserra Capital Management
Orinda,
California
|
$867K
|
+$272K
|
+909
|
+49%
|
|
|
1986
|
Great Waters Wealth Management
Shoreview,
Minnesota
|
$864K
|
+$828K
|
+2,767
|
New
|
|
|
1987
|
Austin Private Wealth
Austin,
Texas
|
$860K
|
+$54.1K
|
+181
|
+7%
|
|
|
1988
|
Golden State Wealth Management
Santa Ana,
California
|
$859K
|
+$86.4K
|
+289
|
+12%
|
|
|
1989
|
Net Worth Advisory Group
Sandy,
Utah
|
$859K
|
+$183K
|
+612
|
+29%
|
|
|
1990
|
Circle Wealth Management
Summit,
New Jersey
|
$859K
|
-$63.7K
|
-213
|
-7%
|
|
|
1991
|
JMAC Enterprises
Newtown,
Pennsylvania
|
$857K
|
-$1.68M
|
-5,607
|
-67%
|
|
|
1992
|
Hurlow Wealth Management Group
Bloomington,
Indiana
|
$855K
|
-$29.9K
|
-100
|
-4%
|
|
|
1993
|
Chesapeake Asset Management
New York
|
$855K
|
+$38.9K
|
+130
|
+5%
|
|
|
1994
|
Blodgett Wealth Advisors
Concord,
California
|
$854K
|
-$15K
|
-50
|
-2%
|
|
|
1995
|
Gould Asset Management
Claremont,
California
|
$850K
|
+$1.5K
|
+5
|
+0.2%
|
|
|
1996
|
Bank of Marin
Novato,
California
|
$848K
|
–
|
–
|
–
|
|
|
1997
|
Rollins Financial Advisors
New York City,
New York
|
$847K
|
-$11.4K
|
-38
|
-1%
|
|
|
1998
|
Insight Advisors
Newtown,
Pennsylvania
|
$847K
|
-$12.6K
|
-42
|
-2%
|
|
|
1999
|
Wayfinding Financial
Lynnwood,
Washington
|
$847K
|
-$3.59K
|
-12
|
-0.4%
|
|
|
2000
|
Central Valley Advisors
Sacramento,
California
|
$847K
|
-$299K
|
-999
|
-27%
|
|
