|
1976
|
Claris Financial
Glen Allen,
Virginia
|
$491K
|
-$2.75K
|
-17
|
-0.6%
|
|
|
1977
|
Financial Perspectives
Minneapolis,
Minnesota
|
$488K
|
-$24.3K
|
-150
|
-5%
|
|
|
1978
|
Capstone Wealth Management Group (Oregon)
Bend,
Oregon
|
$488K
|
-$6.48K
|
-40
|
-1%
|
|
|
1979
|
|
$488K
|
-$908K
|
-5,600
|
-68%
|
|
|
1980
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$488K
|
+$2.43K
|
+15
|
+0.6%
|
|
|
1981
|
Yeomans Consulting Group
Marietta,
Georgia
|
$488K
|
-$404K
|
-2,490
|
-49%
|
|
|
1982
|
Warwick Investment Management
Bryan,
Texas
|
$486K
|
+$43.4K
|
+268
|
+11%
|
|
|
1983
|
Westmount Partners
Los Angeles,
California
|
$486K
|
+$3.89K
|
+24
|
+0.9%
|
|
|
1984
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$484K
|
+$199K
|
+1,229
|
+86%
|
|
|
1985
|
Fiduciary Financial Group
San Rafael,
California
|
$484K
|
–
|
–
|
–
|
|
|
1986
|
Chung Wu Investment Group
Sugar Land,
Texas
|
$483K
|
-$4.86K
|
-30
|
-1%
|
|
|
1987
|
Catalina Capital Group
Torrance,
California
|
$480K
|
+$2.75K
|
+17
|
+0.6%
|
|
|
1988
|
Coppell Advisory Solutions
Coppell,
Texas
|
$478K
|
+$433K
|
+2,674
|
New
|
|
|
1989
|
Baring Financial
Bellingham,
Washington
|
$477K
|
+$27.9K
|
+172
|
+7%
|
|
|
1990
|
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
|
$476K
|
-$162K
|
-1,000
|
-28%
|
|
|
1991
|
Consolidated Portfolio Review Corp
Woodbury,
New York
|
$475K
|
-$98.1K
|
-605
|
-19%
|
|
|
1992
|
Yukon Wealth Management
Overland Park,
Kansas
|
$474K
|
-$1.73M
|
-10,649
|
-80%
|
|
|
1993
|
Wick Capital Partners
Wayne,
Pennsylvania
|
$473K
|
-$473K
|
-2,919
|
-53%
|
|
|
1994
|
Fairvoy Private Wealth
Birmingham,
Alabama
|
$472K
|
-$1.5M
|
-9,256
|
-78%
|
|
|
1995
|
TruWealth Advisors
Metairie,
Louisiana
|
$470K
|
+$417K
|
+2,576
|
New
|
|
|
1996
|
Gradient Investments
Arden Hills,
Minnesota
|
$470K
|
-$487K
|
-3,002
|
-54%
|
|
|
1997
|
Integrity Wealth Solutions
Denver,
Colorado
|
$469K
|
-$238K
|
-1,470
|
-36%
|
|
|
1998
|
PFG Private Wealth Management
Lutz,
Florida
|
$469K
|
+$416K
|
+2,569
|
New
|
|
|
1999
|
Sentinus LLC
Oak Brook,
Illinois
|
$468K
|
+$129K
|
+793
|
+45%
|
|
|
2000
|
DecisionMap Wealth Management
Great Falls,
Virginia
|
$468K
|
-$13.8K
|
-85
|
-3%
|
|
