|
1976
|
Capital Performance Advisors
Walnut Creek,
California
|
$751K
|
+$188K
|
+640
|
+35%
|
|
|
1977
|
Leo Wealth LLC
Hurst,
Texas
|
$750K
|
-$154K
|
-524
|
-18%
|
|
|
1978
|
Facet Wealth Inc
Baltimore,
Maryland
|
$749K
|
+$209K
|
+713
|
+48%
|
|
|
1979
|
First Commonwealth Financial Corp
Indiana,
Pennsylvania
|
$749K
|
-$3.52K
|
-12
|
-0.5%
|
|
|
1980
|
Perfromance Wealth Partners
Hinsdale,
Illinois
|
$747K
|
+$45.5K
|
+155
|
+7%
|
|
|
1981
|
Goelzer Investment Management
Carmel,
Indiana
|
$747K
|
+$140K
|
+476
|
+24%
|
|
|
1982
|
Wealth Architects
Mountain View,
California
|
$746K
|
-$196K
|
-669
|
-21%
|
|
|
1983
|
SLT Holdings
Scottsdale,
Arizona
|
$744K
|
+$58.7K
|
+200
|
+9%
|
|
|
1984
|
Traveka Wealth
Los Altos,
California
|
$744K
|
-$8.51K
|
-29
|
-1%
|
|
|
1985
|
Abundance Wealth Counselors
State College,
Pennsylvania
|
$743K
|
-$14.1K
|
-48
|
-2%
|
|
|
1986
|
Genesis Private Wealth
Ashburn,
Virginia
|
$742K
|
-$10.9K
|
-37
|
-1%
|
|
|
1987
|
Plancorp LLC
Saint Louis,
Missouri
|
$742K
|
-$3.52K
|
-12
|
-0.5%
|
|
|
1988
|
one8zero8 LLC
Greensboro,
North Carolina
|
$741K
|
–
|
–
|
–
|
|
|
1989
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$740K
|
+$20K
|
+68
|
+3%
|
|
|
1990
|
|
$739K
|
+$712K
|
+2,425
|
New
|
|
|
1991
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$738K
|
+$178K
|
+605
|
+33%
|
|
|
1992
|
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
$738K
|
-$4.99K
|
-17
|
-0.7%
|
|
|
1993
|
Blue Zone Wealth Advisors
Los Angeles,
California
|
$737K
|
–
|
–
|
–
|
|
|
1994
|
Bingham Private Wealth
San Francisco,
California
|
$737K
|
+$712K
|
+2,425
|
New
|
|
|
1995
|
Portland Global Advisors
Portland,
Maine
|
$736K
|
+$2.35K
|
+8
|
+0.3%
|
|
|
1996
|
Aviance Capital Partners
Naples,
Florida
|
$735K
|
-$58.7K
|
-200
|
-8%
|
|
|
1997
|
Legacy Financial Strategies
Overland Park,
Kansas
|
$734K
|
–
|
–
|
–
|
|
|
1998
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$734K
|
+$120K
|
+409
|
+20%
|
|
|
1999
|
|
$733K
|
+$64.6K
|
+220
|
+10%
|
|
|
2000
|
Sankala Group
Lyons,
Colorado
|
$733K
|
+$574K
|
+1,957
|
New
|
|
