|
1976
|
Austin Private Wealth
Austin,
Texas
|
$347K
|
+$23.7K
|
+49
|
+8%
|
|
|
1977
|
WestHill Financial Advisors
San Rafael,
California
|
$346K
|
-$484
|
-1
|
-0.2%
|
|
|
1978
|
Golden State Equity Partners
South Coast Metro,
California
|
$346K
|
+$315K
|
+651
|
New
|
|
|
1979
|
Perennial Investment Advisors
Los Angeles,
California
|
$345K
|
+$58.6K
|
+121
|
+23%
|
|
|
1980
|
|
$345K
|
-$2.08M
|
-4,300
|
-87%
|
|
|
1981
|
Key Financial Inc
West Chester,
Pennsylvania
|
$345K
|
+$12.1K
|
+25
|
+4%
|
|
|
1982
|
Congress Park Capital
Saratoga Springs,
New York
|
$345K
|
+$315K
|
+650
|
New
|
|
|
1983
|
Dynamic Wealth Strategies
Granite Bay,
California
|
$345K
|
+$315K
|
+650
|
New
|
|
|
1984
|
West Oak Capital
Westlake Village,
California
|
$343K
|
-$36.3K
|
-75
|
-11%
|
|
|
1985
|
Braun-Bostich & Associates
Canonsburg,
Pennsylvania
|
$343K
|
-$10.2K
|
-21
|
-3%
|
|
|
1986
|
Coastal Bridge Advisors
Westport,
Connecticut
|
$343K
|
+$3.39K
|
+7
|
+1%
|
|
|
1987
|
Colorado Capital Management
Boulder,
Colorado
|
$341K
|
-$40.7K
|
-84
|
-12%
|
|
|
1988
|
GGM Wealth Advisors
Baltimore,
Maryland
|
$340K
|
–
|
–
|
–
|
|
|
1989
|
Darden Wealth Group
Ann Arbor,
Michigan
|
$340K
|
+$310K
|
+640
|
New
|
|
|
1990
|
Keudell/Morrison Wealth Management
Salem,
Oregon
|
$340K
|
-$42.1K
|
-87
|
-12%
|
|
|
1991
|
Accretive Wealth Partners
Parsippany,
New Jersey
|
$340K
|
+$23.2K
|
+48
|
+8%
|
|
|
1992
|
Alpha Cubed Investments
Irvine,
California
|
$339K
|
+$20.3K
|
+42
|
+7%
|
|
|
1993
|
MBL Wealth
Charlotte,
North Carolina
|
$335K
|
-$2.42K
|
-5
|
-0.8%
|
|
|
1994
|
Rock Point Advisors
Burlington,
Vermont
|
$333K
|
-$4.84K
|
-10
|
-2%
|
|
|
1995
|
TBH Global Asset Management
Brentwood,
Tennessee
|
$333K
|
-$9.68K
|
-20
|
-3%
|
|
|
1996
|
1620 Investment Advisors
Plymouth,
Massachusetts
|
$333K
|
–
|
–
|
–
|
|
|
1997
|
Echo45 Advisors
Walnut Creek,
California
|
$332K
|
+$5.32K
|
+11
|
+2%
|
|
|
1998
|
First Community Trust
Dubuque,
Iowa
|
$331K
|
-$232K
|
-480
|
-43%
|
|
|
1999
|
REDW Wealth
Albuquerque,
New Mexico
|
$330K
|
-$108K
|
-224
|
-26%
|
|
|
2000
|
D.B. Root & Company
Pittsburgh,
Pennsylvania
|
$329K
|
-$4.36K
|
-9
|
-1%
|
|
