|
1976
|
Cornerstone Wealth Advisors
Edina,
Minnesota
|
$736K
|
–
|
–
|
–
|
|
|
1977
|
Three Seasons Wealth
Salt Lake City,
Utah
|
$736K
|
+$9.17K
|
+24
|
+1%
|
|
|
1978
|
Breakwater Capital Group
Paramus,
New Jersey
|
$734K
|
-$205K
|
-537
|
-19%
|
|
|
1979
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$733K
|
+$9.55K
|
+25
|
+1%
|
|
|
1980
|
CIM Investment Management
Pittsburgh,
Pennsylvania
|
$733K
|
-$4.2K
|
-11
|
-0.5%
|
|
|
1981
|
Operose Advisors
Milwaukee,
Wisconsin
|
$732K
|
+$305K
|
+798
|
+52%
|
|
|
1982
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$731K
|
+$39K
|
+102
|
+5%
|
|
|
1983
|
Medallion Wealth Advisors
Farmington,
Connecticut
|
$731K
|
+$68K
|
+178
|
+9%
|
|
|
1984
|
Cornerstone Wealth Group
Huntersville,
North Carolina
|
$730K
|
-$4.66M
|
-12,194
|
-84%
|
|
|
1985
|
Boreal Capital Management
Miami,
Florida
|
$730K
|
+$894K
|
+2,340
|
New
|
|
|
1986
|
Rydar Equities
Weatherford,
Texas
|
$729K
|
+$893K
|
+2,337
|
New
|
|
|
1987
|
Bollard Group
Boston,
Massachusetts
|
$729K
|
-$3.72M
|
-9,737
|
-81%
|
|
|
1988
|
Meadow Creek Wealth Advisors
Atlanta,
Georgia
|
$729K
|
-$92.9K
|
-243
|
-9%
|
|
|
1989
|
BSW Wealth Partners
Boulder,
Colorado
|
$728K
|
-$130K
|
-339
|
-13%
|
|
|
1990
|
OV Management
Minneapolis,
Minnesota
|
$723K
|
-$936K
|
-2,450
|
-51%
|
|
|
1991
|
PFW Advisors
Atlanta,
Georgia
|
$722K
|
-$240K
|
-627
|
-21%
|
|
|
1992
|
MCF Advisors
Covington,
Kentucky
|
$721K
|
-$34.8K
|
-91
|
-4%
|
|
|
1993
|
Bank of Stockton
Stockton,
California
|
$717K
|
-$143K
|
-374
|
-14%
|
|
|
1994
|
Willner & Heller
Encino,
California
|
$717K
|
-$502K
|
-1,313
|
-36%
|
|
|
1995
|
State of Wyoming
Cheyenne,
Wyoming
|
$716K
|
+$352K
|
+920
|
+67%
|
|
|
1996
|
Topsail Wealth Management
Charlotte,
North Carolina
|
$712K
|
-$47.4K
|
-124
|
-5%
|
|
|
1997
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
$711K
|
-$140K
|
-365
|
-14%
|
|
|
1998
|
Lakeshore Capital Group
Rolling Meadows,
Illinois
|
$709K
|
+$373K
|
+977
|
+75%
|
|
|
1999
|
Prosperity Financial Group
San Ramon,
California
|
$709K
|
+$135K
|
+352
|
+18%
|
|
|
2000
|
Crews Bank & Trust
Wauchula,
Florida
|
$708K
|
-$35.2K
|
-92
|
-4%
|
|
