|
1976
|
Prosperity Bancshares
Houston,
Texas
|
$420K
|
-$1.56K
|
-9
|
-0.4%
|
|
|
1977
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$420K
|
–
|
–
|
–
|
|
|
1978
|
Mairs & Power Inc
St Paul,
Minnesota
|
$419K
|
-$19.5K
|
-112
|
-4%
|
|
|
1979
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$419K
|
+$16.9K
|
+97
|
+4%
|
|
|
1980
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$416K
|
–
|
–
|
–
|
|
|
1981
|
Fulcrum Capital
Seattle,
Washington
|
$416K
|
–
|
–
|
–
|
|
|
1982
|
Golden State Wealth Management
Santa Ana,
California
|
$416K
|
+$28.3K
|
+163
|
+7%
|
|
|
1983
|
LCM Capital Management
Chicago,
Illinois
|
$416K
|
+$2.95K
|
+17
|
+0.7%
|
|
|
1984
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$415K
|
+$19.5K
|
+112
|
+5%
|
|
|
1985
|
Lazari Capital Management
Woodland Hills,
California
|
$415K
|
-$13.7K
|
-79
|
-3%
|
|
|
1986
|
Highlander Partners
Dallas,
Texas
|
$413K
|
–
|
–
|
–
|
|
|
1987
|
Richardson Financial Services
Medway,
Massachusetts
|
$412K
|
+$17.4K
|
+100
|
+4%
|
|
|
1988
|
WealthPoint Financial
Cramerton,
North Carolina
|
$411K
|
+$96.8K
|
+557
|
+29%
|
|
|
1989
|
Curated Wealth Partners
El Segundo,
California
|
$411K
|
-$3.48K
|
-20
|
-0.8%
|
|
|
1990
|
Baker Avenue Asset Management
San Francisco,
California
|
$411K
|
+$124K
|
+712
|
+40%
|
|
|
1991
|
BlackDiamond Wealth Management
New York
|
$408K
|
+$31.8K
|
+183
|
+8%
|
|
|
1992
|
Pine Harbor Wealth Management
Silver Spring,
Maryland
|
$408K
|
+$3.48K
|
+20
|
+0.8%
|
|
|
1993
|
Clear Wave Wealth Management
Red Bank,
New Jersey
|
$408K
|
+$429K
|
+2,469
|
New
|
|
|
1994
|
Centurion Wealth Management
Mclean,
Virginia
|
$408K
|
-$4K
|
-23
|
-0.9%
|
|
|
1995
|
Charles Schwab Trust
Henderson,
Nevada
|
$408K
|
-$34.8K
|
-200
|
-8%
|
|
|
1996
|
GDS Wealth Management
Flower Mound,
Texas
|
$408K
|
-$63.9K
|
-368
|
-13%
|
|
|
1997
|
Asset One Wealth Management
Bellevue,
Washington
|
$407K
|
+$173K
|
+997
|
+60%
|
|
|
1998
|
Nordwand Advisors
Radnor,
Pennsylvania
|
$407K
|
-$17.4K
|
-100
|
-4%
|
|
|
1999
|
Trust Company of Oklahoma
Tulsa,
Oklahoma
|
$406K
|
-$69.5K
|
-400
|
-14%
|
|
|
2000
|
Oak Harbor Wealth Partners
Raleigh,
North Carolina
|
$406K
|
-$2.61K
|
-15
|
-0.6%
|
|
