|
1976
|
High Net Worth Advisory Group
Naples,
Florida
|
$230K
|
-$20.5K
|
-209
|
-8%
|
|
|
1977
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
$229K
|
+$589
|
+6
|
+0.2%
|
|
|
1978
|
Hibernia Wealth Partners
Baton Rouge,
Louisiana
|
$229K
|
+$246K
|
+2,504
|
New
|
|
|
1979
|
Northwest Capital Management
Lake Oswego,
Oregon
|
$228K
|
+$393
|
+4
|
+0.2%
|
|
|
1980
|
Deroy & Devereaux Private Investment Counsel
Bloomfield Hills,
Michigan
|
$228K
|
-$266K
|
-2,712
|
-52%
|
|
|
1981
|
Morningstar Investment Management
Chicago,
Illinois
|
$228K
|
+$27.8K
|
+283
|
+13%
|
|
|
1982
|
XTX Topco
George Town,
Cayman Islands
|
$227K
|
+$244K
|
+2,485
|
New
|
|
|
1983
|
Pinion Investment Advisors
Wichita,
Kansas
|
$226K
|
-$73.7K
|
-751
|
-23%
|
|
|
1984
|
Syntegra Private Wealth Group
Chesterfield,
Missouri
|
$226K
|
-$12.9K
|
-131
|
-5%
|
|
|
1985
|
Venturi Wealth Management
Austin,
Texas
|
$226K
|
+$243K
|
+2,474
|
New
|
|
|
1986
|
Mach-1 Financial Group
Rogers,
Arkansas
|
$225K
|
+$242K
|
+2,470
|
New
|
|
|
1987
|
Opes Wealth Management
Menlo Park,
California
|
$225K
|
-$1.47K
|
-15
|
-0.6%
|
|
|
1988
|
Matrix Private Capital Group
New York
|
$225K
|
–
|
–
|
–
|
|
|
1989
|
Rice Hall James & Associates
San Diego,
California
|
$225K
|
–
|
–
|
–
|
|
|
1990
|
Silvia McColl Wealth Management
San Diego,
California
|
$225K
|
-$29.4K
|
-300
|
-11%
|
|
|
1991
|
Waypoint Wealth Counsel
Atlanta,
Georgia
|
$224K
|
+$2.06K
|
+21
|
+0.9%
|
|
|
1992
|
Osterweis Capital Management
San Francisco,
California
|
$224K
|
–
|
–
|
–
|
|
|
1993
|
Cutler Group
San Francisco,
California
|
$223K
|
-$571K
|
-5,819
|
-70%
|
|
|
1994
|
Community Bank & Trust (Waco, Texas)
Waco,
Texas
|
$223K
|
+$27.2K
|
+277
|
+12%
|
|
|
1995
|
StrongBox Wealth
Lee's Summit,
Missouri
|
$222K
|
+$239K
|
+2,437
|
New
|
|
|
1996
|
Hantz Financial Services
Southfield,
Michigan
|
$222K
|
-$21.4K
|
-218
|
-8%
|
|
|
1997
|
Robinswood Financial
Kirkland,
Washington
|
$221K
|
–
|
–
|
–
|
|
|
1998
|
|
$221K
|
+$9.81K
|
+100
|
+4%
|
|
|
1999
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$221K
|
+$237K
|
+2,418
|
New
|
|
|
2000
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$220K
|
-$5.59K
|
-57
|
-2%
|
|
