|
1976
|
Crux Wealth Advisors
Long Beach,
California
|
$731K
|
+$34.5K
|
+114
|
+6%
|
|
|
1977
|
J. Safra Asset Management
New York
|
$731K
|
+$45.1K
|
+149
|
+8%
|
|
|
1978
|
Balentine LLC
Atlanta,
Georgia
|
$728K
|
+$165K
|
+544
|
+35%
|
|
|
1979
|
United Community Bank
Greenville,
South Carolina
|
$725K
|
+$39K
|
+129
|
+7%
|
|
|
1980
|
Lumbard & Kellner
Hollis,
New Hampshire
|
$724K
|
+$29.6K
|
+98
|
+5%
|
|
|
1981
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$724K
|
-$607K
|
-2,007
|
-49%
|
|
|
1982
|
Atlas Legacy Advisors
Los Angeles,
California
|
$723K
|
+$286K
|
+946
|
+82%
|
|
|
1983
|
Members Wealth
Media,
Pennsylvania
|
$721K
|
+$626K
|
+2,070
|
New
|
|
|
1984
|
Birch Financial Group
Keene,
New Hampshire
|
$721K
|
+$177K
|
+584
|
+39%
|
|
|
1985
|
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
$720K
|
+$82.6K
|
+273
|
+15%
|
|
|
1986
|
Nabity-Jensen Investment Management
Omaha,
Nebraska
|
$720K
|
-$110K
|
-363
|
-15%
|
|
|
1987
|
Aprio Wealth Management
Atlanta,
Georgia
|
$720K
|
+$20.9K
|
+69
|
+3%
|
|
|
1988
|
CVA Family Office
Denver,
Colorado
|
$719K
|
+$118K
|
+391
|
+23%
|
|
|
1989
|
A4 Wealth Advisors
Huntersville,
North Carolina
|
$719K
|
+$630K
|
+2,082
|
New
|
|
|
1990
|
Farmers Trust Company
Youngstown,
Ohio
|
$719K
|
-$14.2K
|
-47
|
-2%
|
|
|
1991
|
LPWM LLC
Minneapolis,
Minnesota
|
$718K
|
-$43.9K
|
-145
|
-7%
|
|
|
1992
|
Congress Asset Management
Boston,
Massachusetts
|
$718K
|
-$36.9K
|
-122
|
-6%
|
|
|
1993
|
Kelleher Financial Advisors
New York
|
$716K
|
-$30.2K
|
-100
|
-5%
|
|
|
1994
|
Renasant Bank
Tupelo,
Mississippi
|
$714K
|
-$852K
|
-2,816
|
-58%
|
|
|
1995
|
Provident Investment Management
Novi,
Michigan
|
$714K
|
-$279K
|
-924
|
-31%
|
|
|
1996
|
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
$714K
|
+$14.8K
|
+49
|
+2%
|
|
|
1997
|
Drive Wealth Management
Lehi,
Utah
|
$712K
|
-$5.75K
|
-19
|
-0.9%
|
|
|
1998
|
Inspire Advisors
Meridian,
Idaho
|
$711K
|
+$66.2K
|
+219
|
+12%
|
|
|
1999
|
Ifrah Financial Services
Little Rock,
Arkansas
|
$710K
|
-$4.23K
|
-14
|
-0.7%
|
|
|
2000
|
Yoffe Investment Management
Lemoyne,
Pennsylvania
|
$710K
|
–
|
–
|
–
|
|
