|
1976
|
Mosaic Financial Group
Chicago,
Illinois
|
$2.66M
|
+$68.8K
|
+100
|
+3%
|
|
|
1977
|
Professional Financial Advisors
North Platte,
Nebraska
|
$2.66M
|
+$111K
|
+161
|
+5%
|
|
|
1978
|
International Private Wealth Advisors
San Diego,
California
|
$2.66M
|
-$1.38K
|
-2
|
-0.1%
|
|
|
1979
|
F&V Capital Management
Boca Raton,
Florida
|
$2.65M
|
+$6.19K
|
+9
|
+0.3%
|
|
|
1980
|
German American Bancorp
Jasper,
Indiana
|
$2.65M
|
+$15.8K
|
+23
|
+0.6%
|
|
|
1981
|
Affiance Financial
St. Louis Park,
Minnesota
|
$2.64M
|
+$15.8K
|
+23
|
+0.6%
|
|
|
1982
|
Allen Mooney & Barnes Investment Advisors
Thomasville,
Georgia
|
$2.64M
|
+$12.4K
|
+18
|
+0.5%
|
|
|
1983
|
Howard Wealth Management
Madison,
Connecticut
|
$2.63M
|
-$18.6K
|
-27
|
-0.7%
|
|
|
1984
|
Arcadia Wealth Management (New York)
Smithtown,
New York
|
$2.63M
|
-$42.7K
|
-62
|
-2%
|
|
|
1985
|
Legacy Edge Advisors
Syosset,
New York
|
$2.63M
|
+$364K
|
+529
|
+17%
|
|
|
1986
|
Silvia McColl Wealth Management
San Diego,
California
|
$2.63M
|
–
|
–
|
–
|
|
|
1987
|
|
$2.62M
|
-$169K
|
-246
|
-6%
|
|
|
1988
|
Bradley & Co Private Wealth Management
Miami,
Florida
|
$2.62M
|
–
|
–
|
–
|
|
|
1989
|
Stonebridge Financial Group (Missouri)
St. Louis,
Missouri
|
$2.62M
|
+$42.7K
|
+62
|
+2%
|
|
|
1990
|
Vigilare Wealth Management
Scottsdale,
Arizona
|
$2.62M
|
+$96.3K
|
+140
|
+4%
|
|
|
1991
|
Taylor Securities Services
Harrisburg,
Pennsylvania
|
$2.61M
|
+$658K
|
+957
|
+37%
|
|
|
1992
|
Bulwark Capital
Fernandina Beach,
Florida
|
$2.61M
|
+$40.6K
|
+59
|
+2%
|
|
|
1993
|
First Growth Capital
Pikesville,
Maryland
|
$2.59M
|
-$650K
|
-945
|
-21%
|
|
|
1994
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$2.59M
|
+$144K
|
+209
|
+6%
|
|
|
1995
|
Lyell Wealth Management
Menlo Park,
California
|
$2.58M
|
-$16.5K
|
-24
|
-0.7%
|
|
|
1996
|
3 Factor Indexing
Sacramento,
California
|
$2.58M
|
–
|
–
|
–
|
|
|
1997
|
RPG Investment Advisory
Pleasanton,
California
|
$2.58M
|
+$59.2K
|
+86
|
+3%
|
|
|
1998
|
Advanced Asset Management Advisors
Dublin,
Ohio
|
$2.58M
|
-$147K
|
-213
|
-6%
|
|
|
1999
|
Weaver Consulting Group
Huntington Beach,
California
|
$2.57M
|
+$12.4K
|
+18
|
+0.5%
|
|
|
2000
|
Oakworth Capital
Birmingham,
Alabama
|
$2.56M
|
+$227K
|
+330
|
+10%
|
|
