|
1976
|
Financial Gravity Companies
Lakeway,
Texas
|
$110K
|
-$3.27K
|
-27
|
-3%
|
|
|
1977
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$110K
|
+$105K
|
+868
|
New
|
|
|
1978
|
Genovese Burford & Brothers Wealth & Retirement Plan Management
Sacramento,
California
|
$108K
|
-$6.42K
|
-53
|
-6%
|
|
|
1979
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$106K
|
+$107K
|
+885
|
New
|
|
|
1980
|
EARNEST Partners
Atlanta,
Georgia
|
$105K
|
–
|
–
|
–
|
|
|
1981
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$101K
|
+$121
|
+1
|
+0.1%
|
|
|
1982
|
Cribstone Capital Management
Augusta,
Maine
|
$99K
|
+$1.45K
|
+12
|
+1%
|
|
|
1983
|
D'Orazio & Associates
Falls Church,
Virginia
|
$96K
|
–
|
–
|
–
|
|
|
1984
|
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
$96K
|
–
|
–
|
–
|
|
|
1985
|
Omnia Family Wealth
Aventura,
Florida
|
$92K
|
-$18.3K
|
-151
|
-16%
|
|
|
1986
|
Sonora Investment Management
Tucson,
Arizona
|
$88.5K
|
+$23.9K
|
+197
|
+36%
|
|
|
1987
|
CNB Bank
Clearfield,
Pennsylvania
|
$88K
|
–
|
–
|
–
|
|
|
1988
|
Allworth Financial
Folsom,
California
|
$86K
|
-$364
|
-3
|
-0.4%
|
|
|
1989
|
QCI Asset Management
Pittsford,
New York
|
$85K
|
+$50.9K
|
+420
|
+143%
|
|
|
1990
|
First PREMIER Bank
Sioux Falls,
South Dakota
|
$84K
|
–
|
–
|
–
|
|
|
1991
|
Spectrum Financial Alliance
Nicholasville,
Kentucky
|
$84K
|
+$85.3K
|
+704
|
New
|
|
|
1992
|
Cable Hill Partners
Portland,
Oregon
|
$82K
|
-$75.5K
|
-623
|
-47%
|
|
|
1993
|
Litman Gregory Wealth Management
Larkspur,
California
|
$81K
|
+$81.8K
|
+675
|
New
|
|
|
1994
|
First Command Bank
Fort Worth,
Texas
|
$76.4K
|
+$4.36K
|
+36
|
+6%
|
|
|
1995
|
First Command Financial Services
Fort Worth,
Texas
|
$76K
|
+$4.36K
|
+36
|
+6%
|
|
|
1996
|
Watermark Asset Management
San Ramon,
California
|
$75K
|
–
|
–
|
–
|
|
|
1997
|
Northwest Wealth Management
Spencer,
Iowa
|
$75K
|
+$76.6K
|
+632
|
New
|
|
|
1998
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$73.3K
|
+$52.1K
|
+430
|
+235%
|
|
|
1999
|
Creative Financial Designs
Kokomo,
Indiana
|
$73K
|
-$4.12K
|
-34
|
-5%
|
|
|
2000
|
Trilogy Capital
Irvine,
California
|
$73K
|
+$74.2K
|
+612
|
New
|
|
