|
1976
|
City Holding Co
Charleston,
West Virginia
|
$287K
|
-$5.25K
|
-25
|
-2%
|
|
|
1977
|
Vance Wealth
Santa Clarita,
California
|
$286K
|
–
|
–
|
–
|
|
|
1978
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$286K
|
-$41.4K
|
-197
|
-13%
|
|
|
1979
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$286K
|
-$28.1K
|
-134
|
-9%
|
|
|
1980
|
Caerus Investment Advisors
West Lake Hills,
Texas
|
$285K
|
–
|
–
|
–
|
|
|
1981
|
XY Planning Network
Bozeman,
Montana
|
$284K
|
–
|
–
|
–
|
|
|
1982
|
Reyes Financial Architecture
San Diego,
California
|
$283K
|
–
|
–
|
–
|
|
|
1983
|
Cathy Pareto & Associates
Coral Gables,
Florida
|
$283K
|
+$840
|
+4
|
+0.3%
|
|
|
1984
|
Concord Wealth Partners
Abingdon,
Virginia
|
$283K
|
+$840
|
+4
|
+0.3%
|
|
|
1985
|
Orin Green Financial
San Diego,
California
|
$282K
|
+$274K
|
+1,307
|
New
|
|
|
1986
|
Cannon Advisors
Charlotte,
North Carolina
|
$282K
|
+$273K
|
+1,298
|
New
|
|
|
1987
|
Peddock Capital Advisors
Braintree,
Massachusetts
|
$281K
|
–
|
–
|
–
|
|
|
1988
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$281K
|
+$3.57K
|
+17
|
+1%
|
|
|
1989
|
Next Level Private
Harrison,
New York
|
$281K
|
+$24.6K
|
+117
|
+10%
|
|
|
1990
|
Schubert & Co
Mckinney,
Texas
|
$281K
|
–
|
–
|
–
|
|
|
1991
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$281K
|
-$147K
|
-700
|
-35%
|
|
|
1992
|
Plum Street Advisors
New Orleans,
Louisiana
|
$280K
|
-$70.1K
|
-334
|
-20%
|
|
|
1993
|
Clearview Wealth Advisors
Salem,
Oregon
|
$280K
|
-$1.26K
|
-6
|
-0.5%
|
|
|
1994
|
IMPACTfolio
Denver,
Colorado
|
$279K
|
+$272K
|
+1,293
|
New
|
|
|
1995
|
Argus Investors Counsel
New York
|
$279K
|
–
|
–
|
–
|
|
|
1996
|
Alpha Financial Advisors
Charlotte,
North Carolina
|
$278K
|
-$27.1K
|
-129
|
-9%
|
|
|
1997
|
MWA Asset Management
Lexington,
Massachusetts
|
$278K
|
-$11.6K
|
-55
|
-4%
|
|
|
1998
|
Resources Management Corp
West Hartford,
Connecticut
|
$277K
|
–
|
–
|
–
|
|
|
1999
|
Haven Private
Orlando,
Florida
|
$276K
|
–
|
–
|
–
|
|
|
2000
|
Firethorn Wealth Partners
Augusta,
Georgia
|
$274K
|
+$10.1K
|
+48
|
+4%
|
|
