|
1976
|
Strait & Sound Wealth Management
San Francisco,
California
|
$341K
|
-$8.3K
|
-67
|
-3%
|
|
|
1977
|
Meadow Creek Wealth Advisors
Atlanta,
Georgia
|
$341K
|
+$292K
|
+2,355
|
New
|
|
|
1978
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$340K
|
-$5.33K
|
-43
|
-2%
|
|
|
1979
|
Klingenstein Fields & Co
New York
|
$340K
|
-$83.6K
|
-675
|
-22%
|
|
|
1980
|
Relyea Zuckerberg Hanson
Stamford,
Connecticut
|
$339K
|
+$290K
|
+2,343
|
New
|
|
|
1981
|
Jones Financial Companies
Des Peres,
Missouri
|
$338K
|
+$183K
|
+1,479
|
+172%
|
|
|
1982
|
New Jersey Better Educational Savings Trust
Trenton,
New Jersey
|
$338K
|
–
|
–
|
–
|
|
|
1983
|
Foster Dykema Cabot & Partners
Waltham,
Massachusetts
|
$335K
|
+$286K
|
+2,313
|
New
|
|
|
1984
|
Gryphon Financial Partners
Columbus,
Ohio
|
$334K
|
+$301K
|
+2,430
|
New
|
|
|
1985
|
Ceera Investments
Bellaire,
Texas
|
$333K
|
–
|
–
|
–
|
|
|
1986
|
Cooper Financial Group
Irvine,
California
|
$333K
|
-$64.8K
|
-523
|
-19%
|
|
|
1987
|
MBA Advisors
Hermitage,
Pennsylvania
|
$332K
|
+$12.4K
|
+100
|
+5%
|
|
|
1988
|
GGM Wealth Advisors
Baltimore,
Maryland
|
$332K
|
+$1.11K
|
+9
|
+0.4%
|
|
|
1989
|
Plato Investment Management
Sydney, NSW,
Australia
|
$331K
|
+$284K
|
+2,291
|
New
|
|
|
1990
|
Riverview Trust Company
Vancouver,
Washington
|
$331K
|
+$35.5K
|
+287
|
+14%
|
|
|
1991
|
Paragon Private Wealth Management
Lexington,
Kentucky
|
$331K
|
+$38.8K
|
+313
|
+16%
|
|
|
1992
|
Seven Mile Advisory
Ewing,
New Jersey
|
$330K
|
+$55.6K
|
+449
|
+25%
|
|
|
1993
|
KLCM Advisors
Milwaukee,
Wisconsin
|
$329K
|
+$4.21K
|
+34
|
+2%
|
|
|
1994
|
General Partner Inc
Pittsburgh,
Pennsylvania
|
$329K
|
–
|
–
|
–
|
|
|
1995
|
Clarus Group
Houston,
Texas
|
$328K
|
-$24.8K
|
-200
|
-8%
|
|
|
1996
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$328K
|
-$3.1K
|
-25
|
-1%
|
|
|
1997
|
Dakota Community Bank & Trust
Hebron,
North Dakota
|
$327K
|
+$13.6K
|
+110
|
+5%
|
|
|
1998
|
BOS Asset Management
Springfield,
Illinois
|
$327K
|
-$18.6K
|
-150
|
-6%
|
|
|
1999
|
ABLE Financial Group
Scottsdale,
Arizona
|
$327K
|
+$18.9K
|
+153
|
+7%
|
|
|
2000
|
Delta Financial Advisors
New Orleans,
Louisiana
|
$327K
|
–
|
–
|
–
|
|
