|
1976
|
Integris Wealth Management
Monterey,
California
|
$283K
|
–
|
–
|
–
|
|
|
1977
|
American National Bank & Trust
Wichita Falls,
Texas
|
$283K
|
-$12.8K
|
-172
|
-4%
|
|
|
1978
|
Lawood & Co
Williamsport,
Pennsylvania
|
$282K
|
+$60.9K
|
+820
|
+26%
|
|
|
1979
|
Private Capital Management (Florida)
Naples,
Florida
|
$282K
|
+$892
|
+12
|
+0.3%
|
|
|
1980
|
Kerntke Otto McGlone Wealth Management Group
Appleton,
Wisconsin
|
$280K
|
-$10.4K
|
-140
|
-3%
|
|
|
1981
|
Ballast Financial Advisors
West Chester,
Pennsylvania
|
$280K
|
+$23.5K
|
+316
|
+9%
|
|
|
1982
|
Traub Capital Management
Needham,
Massachusetts
|
$279K
|
+$1.49K
|
+20
|
+0.5%
|
|
|
1983
|
Legacy Bridge
West Des Moines,
Iowa
|
$279K
|
–
|
–
|
–
|
|
|
1984
|
Marrick Wealth
Irvine,
California
|
$279K
|
-$204K
|
-2,748
|
-41%
|
|
|
1985
|
Novus Advisors
Greenville,
South Carolina
|
$279K
|
+$25.3K
|
+340
|
+10%
|
|
|
1986
|
|
$278K
|
+$273K
|
+3,680
|
New
|
|
|
1987
|
Tocqueville Asset Management
New York
|
$278K
|
+$297
|
+4
|
+0.1%
|
|
|
1988
|
North Capital
Salt Lake City,
Utah
|
$277K
|
+$1.19K
|
+16
|
+0.4%
|
|
|
1989
|
Kanawha Capital Management
Richmond,
Virginia
|
$277K
|
–
|
–
|
–
|
|
|
1990
|
Aureum Wealth Management
North Palm Beach,
Florida
|
$277K
|
+$33.9K
|
+456
|
+13%
|
|
|
1991
|
Summit Asset Management
Memphis,
Tennessee
|
$276K
|
–
|
–
|
–
|
|
|
1992
|
Steinberganna Wealth Management
Huntington,
New York
|
$276K
|
+$14K
|
+188
|
+5%
|
|
|
1993
|
GSG Advisors
Mount Laurel,
New Jersey
|
$275K
|
+$892
|
+12
|
+0.3%
|
|
|
1994
|
Regimen Wealth
Atlanta,
Georgia
|
$275K
|
+$5.94K
|
+80
|
+2%
|
|
|
1995
|
Woodward Financial Advisors
Chapel Hill,
North Carolina
|
$275K
|
–
|
–
|
–
|
|
|
1996
|
Daybright Advisory Services
Miami,
Florida
|
$273K
|
-$3.86K
|
-52
|
-1%
|
|
|
1997
|
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
|
$273K
|
-$282K
|
-3,800
|
-50%
|
|
|
1998
|
Solstein Capital
Menlo Park,
California
|
$273K
|
–
|
–
|
–
|
|
|
1999
|
Southern Capital Advisors
Jackson,
Tennessee
|
$272K
|
+$297
|
+4
|
+0.1%
|
|
|
2000
|
Northeast Planning Associates NH
Bedford,
New Hampshire
|
$271K
|
–
|
–
|
–
|
|
