|
1976
|
Madison Park Capital Advisors
Seattle,
Washington
|
$964K
|
+$3.56K
|
+7
|
+0.4%
|
|
|
1977
|
Fort Pitt Capital Group
Pittsburgh,
Pennsylvania
|
$964K
|
+$3.05K
|
+6
|
+0.3%
|
|
|
1978
|
Presilium Private Wealth
Radnor,
Pennsylvania
|
$962K
|
+$9.15K
|
+18
|
+1%
|
|
|
1979
|
Institute for Wealth Management
Denver,
Colorado
|
$960K
|
-$67.6K
|
-133
|
-7%
|
|
|
1980
|
Latitude Advisors
Vero Beach,
Florida
|
$957K
|
+$69.6K
|
+137
|
+8%
|
|
|
1981
|
Capstone Wealth Management Group (Pennsylvania)
Clarks Green,
Pennsylvania
|
$956K
|
+$508
|
+1
|
+0.1%
|
|
|
1982
|
TLWM Financial
San Antonio,
Texas
|
$956K
|
+$106K
|
+209
|
+13%
|
|
|
1983
|
Herbst Group
Westport,
Connecticut
|
$954K
|
+$13.2K
|
+26
|
+1%
|
|
|
1984
|
Wallace Capital Management
Dallas,
Texas
|
$954K
|
+$54.4K
|
+107
|
+6%
|
|
|
1985
|
Main Management
San Francisco,
California
|
$953K
|
–
|
–
|
–
|
|
|
1986
|
INVST
Indianapolis,
Indiana
|
$950K
|
-$386K
|
-759
|
-30%
|
|
|
1987
|
Northwest Capital Management
Lake Oswego,
Oregon
|
$945K
|
+$1.02K
|
+2
|
+0.1%
|
|
|
1988
|
Arcadia Investment Advisors
Eagle,
Idaho
|
$945K
|
–
|
–
|
–
|
|
|
1989
|
Austin Private Wealth
Austin,
Texas
|
$944K
|
+$305K
|
+600
|
+50%
|
|
|
1990
|
Mission Creek Capital Partners
San Francisco,
California
|
$940K
|
+$251K
|
+493
|
+38%
|
|
|
1991
|
Howe & Rusling
Rochester,
New York
|
$933K
|
+$272K
|
+535
|
+43%
|
|
|
1992
|
Spectrum Planning & Advisory Services
San Diego,
California
|
$931K
|
+$104K
|
+205
|
+13%
|
|
|
1993
|
Formidable Asset Management
Cincinnati,
Ohio
|
$926K
|
-$114K
|
-224
|
-11%
|
|
|
1994
|
NorthCrest Asset Manangement
Plymouth,
Minnesota
|
$923K
|
+$190K
|
+373
|
+27%
|
|
|
1995
|
Unique Wealth
Clearwater,
Florida
|
$923K
|
+$81.8K
|
+161
|
+10%
|
|
|
1996
|
Barrett & Company
Providence,
Rhode Island
|
$922K
|
–
|
–
|
–
|
|
|
1997
|
Financial Connections Group
Corte Madera,
California
|
$922K
|
-$15.2K
|
-30
|
-2%
|
|
|
1998
|
Financial Freedom LLC
Cincinnati,
Ohio
|
$918K
|
+$508
|
+1
|
+0.1%
|
|
|
1999
|
|
$918K
|
+$884K
|
+1,740
|
New
|
|
|
2000
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$917K
|
-$13.2K
|
-26
|
-1%
|
|
