|
1976
|
Mullaney, Keating & Wright
Middletown,
Connecticut
|
$1.69M
|
+$43.6K
|
+83
|
+3%
|
|
|
1977
|
Portside Wealth Group
Provo,
Utah
|
$1.69M
|
+$56.8K
|
+108
|
+4%
|
|
|
1978
|
Occidental Asset Management
Burlingame,
California
|
$1.68M
|
-$178K
|
-338
|
-10%
|
|
|
1979
|
NDVR Inc
Boston,
Massachusetts
|
$1.67M
|
-$24.7K
|
-47
|
-2%
|
|
|
1980
|
Integrated Capital Management (Michigan)
Bloomfield,
Michigan
|
$1.67M
|
-$147K
|
-280
|
-9%
|
|
|
1981
|
Foster Group
West Des Moines,
Iowa
|
$1.66M
|
+$306K
|
+582
|
+25%
|
|
|
1982
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$1.66M
|
-$34.2K
|
-65
|
-2%
|
|
|
1983
|
Van Cleef Asset Management
Beachwood,
Ohio
|
$1.65M
|
+$1.05K
|
+2
|
+0.1%
|
|
|
1984
|
Pacific Center for Financial Services
San Ramon,
California
|
$1.65M
|
+$65.2K
|
+124
|
+4%
|
|
|
1985
|
Valley Forge Investment Consultants
Audubon,
Pennsylvania
|
$1.65M
|
–
|
–
|
–
|
|
|
1986
|
CFC Planning Company
Cicero,
Indiana
|
$1.65M
|
+$156K
|
+296
|
+11%
|
|
|
1987
|
Old North State Wealth Management
Wilmington,
North Carolina
|
$1.65M
|
+$956K
|
+1,819
|
+169%
|
|
|
1988
|
Gradient Investments
Arden Hills,
Minnesota
|
$1.64M
|
+$356K
|
+678
|
+31%
|
|
|
1989
|
Watts Gwilliam & Co
Gilbert,
Arizona
|
$1.64M
|
-$68.8K
|
-131
|
-5%
|
|
|
1990
|
Resolute Wealth Strategies
Jackson,
Mississippi
|
$1.64M
|
+$1.26M
|
+2,395
|
+489%
|
|
|
1991
|
Elevate Capital Advisors
Eagle,
Colorado
|
$1.64M
|
-$2.21M
|
-4,198
|
-59%
|
|
|
1992
|
Willis Johnson & Associates
Houston,
Texas
|
$1.64M
|
-$27.9K
|
-53
|
-2%
|
|
|
1993
|
INVST
Indianapolis,
Indiana
|
$1.64M
|
+$411K
|
+782
|
+37%
|
|
|
1994
|
Libra Wealth
Los Gatos,
California
|
$1.63M
|
+$11K
|
+21
|
+0.7%
|
|
|
1995
|
Grange Capital
Beaverton,
Oregon
|
$1.63M
|
-$449K
|
-854
|
-23%
|
|
|
1996
|
Cassaday & Co Wealth Management
Mclean,
Virginia
|
$1.62M
|
-$969K
|
-1,844
|
-39%
|
|
|
1997
|
HMS Capital Management
Nashville,
Tennessee
|
$1.62M
|
-$148K
|
-281
|
-9%
|
|
|
1998
|
Concord Wealth Partners
Abingdon,
Virginia
|
$1.62M
|
+$962K
|
+1,830
|
+180%
|
|
|
1999
|
Concord Asset Management (Virginia)
Abingdon,
Virginia
|
$1.62M
|
+$1.5M
|
+2,847
|
New
|
|
|
2000
|
Hamilton Point Investment Advisors
Chapel Hill,
North Carolina
|
$1.62M
|
-$10.5K
|
-20
|
-0.7%
|
|
