|
1976
|
London & Capital Asset Management
London,
United Kingdom
|
$912K
|
+$22.8K
|
+327
|
+3%
|
|
|
1977
|
Silver Oak Wealth Advisors Services
Los Angeles,
California
|
$906K
|
-$2.65K
|
-38
|
-0.3%
|
|
|
1978
|
XTX Topco
George Town,
Cayman Islands
|
$905K
|
+$885K
|
+12,701
|
New
|
|
|
1979
|
Richard P. Slaughter Associates
Austin,
Texas
|
$904K
|
-$33.3K
|
-478
|
-4%
|
|
|
1980
|
Elgethun Capital Management
Sioux Falls,
South Dakota
|
$903K
|
–
|
–
|
–
|
|
|
1981
|
Warren Street Wealth Advisors
Newport Beach,
California
|
$902K
|
-$3.34K
|
-48
|
-0.4%
|
|
|
1982
|
Friedenthal Financial
Marlton,
New Jersey
|
$902K
|
+$1.39K
|
+20
|
+0.2%
|
|
|
1983
|
Evernest Financial Advisors
Carmel,
Indiana
|
$901K
|
+$13.2K
|
+190
|
+2%
|
|
|
1984
|
Round Rock Advisors
Wilton,
Connecticut
|
$900K
|
+$14.1K
|
+203
|
+2%
|
|
|
1985
|
BetterWealth
San Jose,
California
|
$896K
|
–
|
–
|
–
|
|
|
1986
|
Twin Peaks Wealth Advisors
Burlingame,
California
|
$896K
|
+$73.1K
|
+1,050
|
+9%
|
|
|
1987
|
Independence Bank of Kentucky
Owensboro,
Kentucky
|
$895K
|
-$14.6K
|
-210
|
-2%
|
|
|
1988
|
Fortress Financial Group
Rochester,
Minnesota
|
$895K
|
-$64.3K
|
-923
|
-7%
|
|
|
1989
|
Laffer Tengler Investments
Nashville,
Tennessee
|
$895K
|
+$29.2K
|
+419
|
+3%
|
|
|
1990
|
ViaWealth
Leawood,
Kansas
|
$895K
|
-$1.88K
|
-27
|
-0.2%
|
|
|
1991
|
Arkos Global Advisors
Houston,
Texas
|
$891K
|
+$1.53K
|
+22
|
+0.2%
|
|
|
1992
|
Peak Wealth Management
Nashua,
New Hampshire
|
$887K
|
-$54.8K
|
-787
|
-6%
|
|
|
1993
|
Fayez Sarofim & Co
Houston,
Texas
|
$887K
|
–
|
–
|
–
|
|
|
1994
|
Grandfield & Dodd
New York
|
$885K
|
+$68.3K
|
+981
|
+9%
|
|
|
1995
|
Potomac Fund Management
Miami,
Florida
|
$884K
|
-$6.48K
|
-93
|
-0.7%
|
|
|
1996
|
Madison Wealth Partners
Madison,
Wisconsin
|
$881K
|
+$612K
|
+8,787
|
+246%
|
|
|
1997
|
Wealth Dimensions Group
Cincinnati,
Ohio
|
$879K
|
-$17.5K
|
-251
|
-2%
|
|
|
1998
|
Pearl Planning
Dexter,
Michigan
|
$878K
|
+$17.6K
|
+252
|
+2%
|
|
|
1999
|
Petix & Botte Financial
La Mesa,
California
|
$874K
|
+$416K
|
+5,978
|
+95%
|
|
|
2000
|
Hubbell Strickland Wealth Management
New Orleans,
Louisiana
|
$872K
|
+$103K
|
+1,483
|
+14%
|
|
