|
1976
|
Matthew Hamilton Rosenberg
|
$274K
|
-$16.2K
|
-174
|
-5%
|
|
|
1977
|
Destination Wealth Management
Walnut Creek,
California
|
$274K
|
+$48.6K
|
+522
|
+21%
|
|
|
1978
|
Traveka Wealth
Los Altos,
California
|
$273K
|
+$12.8K
|
+138
|
+5%
|
|
|
1979
|
Strategic Advisors
New York
|
$271K
|
-$11K
|
-118
|
-4%
|
|
|
1980
|
Gitterman Wealth Management
Edison,
New Jersey
|
$271K
|
-$87K
|
-935
|
-24%
|
|
|
1981
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$270K
|
-$57.7K
|
-620
|
-17%
|
|
|
1982
|
Lauterbach Financial Advisors
El Paso,
Texas
|
$270K
|
+$71.2K
|
+765
|
+35%
|
|
|
1983
|
Apeiron RIA
Dallas,
Texas
|
$270K
|
-$16.6K
|
-178
|
-6%
|
|
|
1984
|
The Family Firm
Bethesda,
Maryland
|
$269K
|
+$1.4K
|
+15
|
+0.5%
|
|
|
1985
|
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
$269K
|
-$64.7K
|
-696
|
-19%
|
|
|
1986
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$268K
|
+$96.4K
|
+1,036
|
+55%
|
|
|
1987
|
Prosperity Consulting Group
Owings Mills,
Maryland
|
$268K
|
+$273K
|
+2,930
|
New
|
|
|
1988
|
Transform Wealth
Greenwood Village,
Colorado
|
$268K
|
-$5.2M
|
-55,887
|
-95%
|
|
|
1989
|
Wealth Dimensions Group
Cincinnati,
Ohio
|
$267K
|
+$5.02K
|
+54
|
+2%
|
|
|
1990
|
Summit Financial Strategies
Columbus,
Ohio
|
$267K
|
+$272K
|
+2,919
|
New
|
|
|
1991
|
OneFund LLC
Saint Petersburg,
Florida
|
$267K
|
-$10K
|
-108
|
-4%
|
|
|
1992
|
Mirador Capital Partners
Pleasanton,
California
|
$267K
|
+$18.6K
|
+200
|
+7%
|
|
|
1993
|
Smith Shellnut Wilson
Ridgeland,
Mississippi
|
$266K
|
–
|
–
|
–
|
|
|
1994
|
Cadence Bank
Tupelo,
Mississippi
|
$266K
|
-$98.9K
|
-1,063
|
-27%
|
|
|
1995
|
Cedar Mountain Advisors
Lake Oswego,
Oregon
|
$266K
|
+$1.21K
|
+13
|
+0.4%
|
|
|
1996
|
Royal Capital Wealth Management
Carmel,
Indiana
|
$265K
|
–
|
–
|
–
|
|
|
1997
|
Fulton Breakefield Broenniman
Bethesda,
Maryland
|
$265K
|
+$4.74K
|
+51
|
+2%
|
|
|
1998
|
Blue Chip Partners
Farmington Hills,
Michigan
|
$264K
|
-$65.6K
|
-705
|
-20%
|
|
|
1999
|
ShankerValleau Wealth Advisors
Skokie,
Illinois
|
$263K
|
–
|
–
|
–
|
|
|
2000
|
BIP Wealth
Atlanta,
Georgia
|
$263K
|
-$3.25K
|
-35
|
-1%
|
|
