|
1976
|
Ted Buchan & Co
San Diego,
California
|
$248K
|
+$127
|
+1
|
+0%
|
|
|
1977
|
Encompass Wealth Advisors
Portland,
Oregon
|
$247K
|
+$507
|
+4
|
+0.2%
|
|
|
1978
|
|
$247K
|
+$101K
|
+800
|
+67%
|
|
|
1979
|
Prism Advisors
Studio City,
California
|
$247K
|
–
|
–
|
–
|
|
|
1980
|
|
$247K
|
–
|
–
|
–
|
|
|
1981
|
DecisionMap Wealth Management
Great Falls,
Virginia
|
$246K
|
+$5.07K
|
+40
|
+2%
|
|
|
1982
|
Northwest Bancshares
Warren,
Pennsylvania
|
$246K
|
-$69.6K
|
-549
|
-22%
|
|
|
1983
|
Gen-Wealth Partners
Zeeland,
Michigan
|
$245K
|
-$25.6K
|
-202
|
-9%
|
|
|
1984
|
Shoker Investment Counsel
Oxford,
Ohio
|
$245K
|
–
|
–
|
–
|
|
|
1985
|
Schnieders Capital Management
Pasadena,
California
|
$244K
|
+$251K
|
+1,975
|
New
|
|
|
1986
|
Brookwood Investment Group
Phoenix,
Arizona
|
$244K
|
-$57.6K
|
-454
|
-19%
|
|
|
1987
|
St Louis Trust
Saint Louis,
Missouri
|
$244K
|
–
|
–
|
–
|
|
|
1988
|
Total Wealth Planning
Cincinnati,
Ohio
|
$243K
|
+$250K
|
+1,970
|
New
|
|
|
1989
|
Ruggaard & Associates
Hudson,
Ohio
|
$242K
|
-$12.7K
|
-100
|
-5%
|
|
|
1990
|
Woodstock Corp
Boston,
Massachusetts
|
$242K
|
–
|
–
|
–
|
|
|
1991
|
Facet Wealth Inc
Baltimore,
Maryland
|
$242K
|
+$246K
|
+1,943
|
New
|
|
|
1992
|
Parkwoods Wealth Partners
Syracuse,
New York
|
$242K
|
+$12.3K
|
+97
|
+5%
|
|
|
1993
|
Amica Retiree Medical Trust
Lincoln,
Rhode Island
|
$241K
|
–
|
–
|
–
|
|
|
1994
|
Apricus Wealth
Beaufort,
South Carolina
|
$241K
|
-$10.1K
|
-80
|
-4%
|
|
|
1995
|
Chemistry Wealth Management
New York
|
$240K
|
-$10.5K
|
-83
|
-4%
|
|
|
1996
|
Wetzel Investment Advisors
Indianapolis,
Indiana
|
$240K
|
+$2.66K
|
+21
|
+1%
|
|
|
1997
|
Castleview Partners
Dallas,
Texas
|
$240K
|
-$1.14K
|
-9
|
-0.5%
|
|
|
1998
|
Alpine Bank Wealth Management
Grand Junction,
Colorado
|
$240K
|
+$38.6K
|
+304
|
+19%
|
|
|
1999
|
May Barnhard Investments
Bethesda,
Maryland
|
$239K
|
–
|
–
|
–
|
|
|
2000
|
Paragon Private Wealth Management
Lexington,
Kentucky
|
$239K
|
+$246K
|
+1,938
|
New
|
|
