|
1976
|
Cahill Financial Advisors
Edina,
Minnesota
|
$310K
|
+$240
|
+3
|
+0.1%
|
|
|
1977
|
First American Bank
Dundee,
Illinois
|
$310K
|
–
|
–
|
–
|
|
|
1978
|
WNY Asset Management
Williamsville,
New York
|
$309K
|
-$321
|
-4
|
-0.1%
|
|
|
1979
|
Jackson Hole Capital Partners
Tulsa,
Oklahoma
|
$309K
|
+$17.4K
|
+217
|
+6%
|
|
|
1980
|
Relyea Zuckerberg Hanson
Stamford,
Connecticut
|
$308K
|
-$11.5K
|
-144
|
-4%
|
|
|
1981
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$308K
|
+$80
|
+1
|
+0%
|
|
|
1982
|
Goepper Burkhardt
Greenville,
South Carolina
|
$307K
|
-$16.3K
|
-204
|
-5%
|
|
|
1983
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$307K
|
+$28.1K
|
+351
|
+11%
|
|
|
1984
|
Corrado Advisors
Ramsey,
New Jersey
|
$306K
|
–
|
–
|
–
|
|
|
1985
|
Beta Wealth Group
San Diego,
California
|
$305K
|
+$289K
|
+3,600
|
New
|
|
|
1986
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$304K
|
+$103K
|
+1,282
|
+55%
|
|
|
1987
|
Willow Creek Wealth Management
Sebastopol,
California
|
$302K
|
-$16.2K
|
-202
|
-5%
|
|
|
1988
|
|
$302K
|
+$108K
|
+1,345
|
+61%
|
|
|
1989
|
Castleview Partners
Dallas,
Texas
|
$301K
|
+$285K
|
+3,562
|
New
|
|
|
1990
|
Trinity Legacy Partners
Houston,
Texas
|
$300K
|
-$39.1K
|
-488
|
-12%
|
|
|
1991
|
Parisi Gray Wealth Management
Mendham,
New Jersey
|
$300K
|
+$13.1K
|
+163
|
+5%
|
|
|
1992
|
ACG Wealth
Atlanta,
Georgia
|
$299K
|
-$231K
|
-2,884
|
-45%
|
|
|
1993
|
Harvey Investment Company
Louisville,
Kentucky
|
$299K
|
–
|
–
|
–
|
|
|
1994
|
Old Port Advisors
Portland,
Maine
|
$299K
|
+$1.44K
|
+18
|
+0.5%
|
|
|
1995
|
Fosun International
Hong Kong,
China
|
$298K
|
-$337K
|
-4,200
|
-55%
|
|
|
1996
|
Van Cleef Asset Management
Beachwood,
Ohio
|
$298K
|
–
|
–
|
–
|
|
|
1997
|
|
$298K
|
+$721
|
+9
|
+0.2%
|
|
|
1998
|
Northeast Financial Consultants
Westport,
Connecticut
|
$298K
|
+$282K
|
+3,513
|
New
|
|
|
1999
|
Tru Independence Asset Management 2
Portland,
Oregon
|
$297K
|
-$182K
|
-2,268
|
-39%
|
|
|
2000
|
Flaharty Asset Management
Clearwater,
Florida
|
$297K
|
+$160
|
+2
|
+0.1%
|
|
