|
1976
|
Delta Financial Advisors
New Orleans,
Louisiana
|
$549K
|
+$481K
|
+1,965
|
New
|
|
|
1977
|
CM Wealth Advisors
Beachwood,
Ohio
|
$548K
|
+$11.2K
|
+46
|
+2%
|
|
|
1978
|
|
$546K
|
-$232M
|
-947,245
|
-100%
|
|
|
1979
|
RAM Investment Partners
Bellevue,
Washington
|
$546K
|
–
|
–
|
–
|
|
|
1980
|
Cahill Financial Advisors
Edina,
Minnesota
|
$546K
|
+$12K
|
+49
|
+3%
|
|
|
1981
|
Global Assets Advisory
Orlando,
Florida
|
$546K
|
+$478K
|
+1,955
|
New
|
|
|
1982
|
Precision Wealth Strategies
Saint Louis,
Missouri
|
$545K
|
+$3.91K
|
+16
|
+0.8%
|
|
|
1983
|
VisionPoint Advisory Group
Dallas,
Texas
|
$545K
|
-$15.9K
|
-65
|
-3%
|
|
|
1984
|
Yarger Wealth Strategies
Westerville,
Ohio
|
$544K
|
+$63.3K
|
+259
|
+15%
|
|
|
1985
|
Badgley Phelps Wealth Managers
Seattle,
Washington
|
$538K
|
-$21.8K
|
-89
|
-4%
|
|
|
1986
|
PGIM Custom Harvest
Newark,
New Jersey
|
$536K
|
-$108K
|
-443
|
-19%
|
|
|
1987
|
Elevatus Welath Management
Victor,
New York
|
$533K
|
+$75.6K
|
+309
|
+19%
|
|
|
1988
|
Advisory Alpha
Holland,
Michigan
|
$533K
|
+$181K
|
+741
|
+67%
|
|
|
1989
|
Quotient Wealth Partners
Dallas,
Texas
|
$532K
|
+$4.65K
|
+19
|
+1%
|
|
|
1990
|
TCTC Holdings
Dallas,
Texas
|
$532K
|
-$39.1K
|
-160
|
-8%
|
|
|
1991
|
Gilman Hill Asset Management
New Canaan,
Connecticut
|
$532K
|
–
|
–
|
–
|
|
|
1992
|
Tower Wealth Partners
Lewisburg,
Pennsylvania
|
$532K
|
+$29.1K
|
+119
|
+7%
|
|
|
1993
|
Bank of Nova Scotia Trust
Toronto,
Ontario, Canada
|
$532K
|
+$6.36K
|
+26
|
+1%
|
|
|
1994
|
Dunhill Financial
London,
United Kingdom
|
$530K
|
-$2.44K
|
-10
|
-0.5%
|
|
|
1995
|
Smith Salley Wealth Management
Greensboro,
North Carolina
|
$530K
|
+$6.85K
|
+28
|
+1%
|
|
|
1996
|
SlateStone Wealth
Jupiter,
Florida
|
$529K
|
+$20.8K
|
+85
|
+5%
|
|
|
1997
|
Newport Capital Group
Red Bank,
New Jersey
|
$529K
|
-$1.22K
|
-5
|
-0.3%
|
|
|
1998
|
D.B. Root & Company
Pittsburgh,
Pennsylvania
|
$528K
|
-$30.3K
|
-124
|
-6%
|
|
|
1999
|
SOA Wealth Advisors
New York
|
$528K
|
-$66.3K
|
-271
|
-13%
|
|
|
2000
|
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
|
$526K
|
-$85.3K
|
-349
|
-16%
|
|
