|
1976
|
SignalPoint Asset Management
Springfield,
Missouri
|
$315K
|
+$1.15K
|
+15
|
+0.4%
|
|
|
1977
|
Financial Engines Advisors
Santa Clara,
California
|
$313K
|
-$61.5K
|
-800
|
-16%
|
|
|
1978
|
Cornerstone Retirement Group
Reno,
Nevada
|
$313K
|
–
|
–
|
–
|
|
|
1979
|
180 Wealth Advisors
Federal Way,
Washington
|
$313K
|
+$5.92K
|
+77
|
+2%
|
|
|
1980
|
Aaron Wealth Advisors
Chicago,
Illinois
|
$313K
|
+$13K
|
+169
|
+4%
|
|
|
1981
|
Lumature Wealth Partners
Alpharetta,
Georgia
|
$312K
|
+$538
|
+7
|
+0.2%
|
|
|
1982
|
One Capital Management
Westlake Village,
California
|
$312K
|
+$311K
|
+4,049
|
New
|
|
|
1983
|
Accredited Investors
Edina,
Minnesota
|
$312K
|
-$923
|
-12
|
-0.3%
|
|
|
1984
|
Stockman Wealth Management
Billings,
Montana
|
$311K
|
+$34.5K
|
+449
|
+13%
|
|
|
1985
|
Atlas Wealth Partners
Wyomissing,
Pennsylvania
|
$310K
|
–
|
–
|
–
|
|
|
1986
|
TAP Consulting
Kirkwood,
Missouri
|
$310K
|
+$4.92K
|
+64
|
+2%
|
|
|
1987
|
Unique Wealth
Clearwater,
Florida
|
$309K
|
-$1.23K
|
-16
|
-0.4%
|
|
|
1988
|
Heartland Bank & Trust
Bloomington,
Illinois
|
$309K
|
-$19.5K
|
-254
|
-6%
|
|
|
1989
|
Certuity
North Palm Beach,
Florida
|
$309K
|
-$17.2K
|
-224
|
-5%
|
|
|
1990
|
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
|
$308K
|
-$102K
|
-1,323
|
-25%
|
|
|
1991
|
Saturna Capital
Bellingham,
Washington
|
$308K
|
–
|
–
|
–
|
|
|
1992
|
Murphy Middleton Hinkle & Parker
Thomasville,
Georgia
|
$308K
|
-$2.92K
|
-38
|
-0.9%
|
|
|
1993
|
Laird Norton Wetherby Trust Company
Seattle,
Washington
|
$308K
|
–
|
–
|
–
|
|
|
1994
|
Cahill Financial Advisors
Edina,
Minnesota
|
$307K
|
+$23.6K
|
+307
|
+8%
|
|
|
1995
|
Cavalry Management Group
San Francisco,
California
|
$307K
|
+$306K
|
+3,983
|
New
|
|
|
1996
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$307K
|
+$306K
|
+3,981
|
New
|
|
|
1997
|
Sittner & Nelson
Eugene,
Oregon
|
$306K
|
+$3.08K
|
+40
|
+1%
|
|
|
1998
|
Wimmer Associates 1
Pasadena,
California
|
$305K
|
+$10.4K
|
+135
|
+4%
|
|
|
1999
|
Angeles Investment Advisors
Santa Monica,
California
|
$305K
|
+$304K
|
+3,956
|
New
|
|
|
2000
|
Insight Advisors
Newtown,
Pennsylvania
|
$305K
|
-$4.08K
|
-53
|
-1%
|
|
