|
1976
|
Avalon Trust
Santa Fe,
New Mexico
|
$234K
|
+$12.8K
|
+124
|
+5%
|
|
|
1977
|
Victory Financial Group
Austin,
Texas
|
$234K
|
+$245K
|
+2,366
|
New
|
|
|
1978
|
Archvest Wealth Advisors
Concord,
California
|
$233K
|
+$207
|
+2
|
+0.1%
|
|
|
1979
|
Fermata Advisors
Sonoma,
California
|
$233K
|
+$6.93K
|
+67
|
+3%
|
|
|
1980
|
AGF Management
Toronto,
Ontario, Canada
|
$232K
|
-$3K
|
-29
|
-1%
|
|
|
1981
|
Westover Capital Advisors
Wilmington,
Delaware
|
$232K
|
–
|
–
|
–
|
|
|
1982
|
ORBA Wealth Advisors
Chicago,
Illinois
|
$231K
|
-$6.51K
|
-63
|
-3%
|
|
|
1983
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$231K
|
–
|
–
|
–
|
|
|
1984
|
Allium Financial Advisors
Lake Oswego,
Oregon
|
$229K
|
+$241K
|
+2,336
|
New
|
|
|
1985
|
|
$228K
|
-$18.6K
|
-180
|
-7%
|
|
|
1986
|
Prosperity Consulting Group
Owings Mills,
Maryland
|
$228K
|
-$4.34K
|
-42
|
-2%
|
|
|
1987
|
Gen-Wealth Partners
Zeeland,
Michigan
|
$227K
|
+$1.45K
|
+14
|
+0.6%
|
|
|
1988
|
Sage Rhino Capital
Menlo Park,
California
|
$227K
|
+$3.1K
|
+30
|
+1%
|
|
|
1989
|
Coyle Financial Counsel
Glenview,
Illinois
|
$227K
|
-$58.6K
|
-567
|
-20%
|
|
|
1990
|
Coronation Fund Managers
Cape Town,
South Africa
|
$227K
|
-$3M
|
-28,981
|
-93%
|
|
|
1991
|
Seed Wealth Management
Evanston,
Illinois
|
$227K
|
–
|
–
|
–
|
|
|
1992
|
Bogart Wealth LLC
Mclean,
Virginia
|
$227K
|
+$10.3K
|
+100
|
+5%
|
|
|
1993
|
First Business Financial Services
Madison,
Wisconsin
|
$226K
|
-$4.96K
|
-48
|
-2%
|
|
|
1994
|
Syntegra Private Wealth Group
Chesterfield,
Missouri
|
$226K
|
+$4.45K
|
+43
|
+2%
|
|
|
1995
|
Cohen Capital Management
Corte Madera,
California
|
$226K
|
–
|
–
|
–
|
|
|
1996
|
Florida Financial Advisors
Tampa,
Florida
|
$226K
|
+$238K
|
+2,304
|
New
|
|
|
1997
|
Revisor Wealth Management
Akron,
Ohio
|
$226K
|
+$238K
|
+2,300
|
New
|
|
|
1998
|
Lakeshore Financial Planning
St. Clair Shores,
Michigan
|
$225K
|
+$310
|
+3
|
+0.1%
|
|
|
1999
|
GK Wealth Management
Reno,
Nevada
|
$225K
|
+$237K
|
+2,292
|
New
|
|
|
2000
|
Kinloch Capital
Glen Allen,
Virginia
|
$225K
|
+$6.93K
|
+67
|
+3%
|
|
