|
1976
|
Elevate Capital Advisors
Eagle,
Colorado
|
$1.81M
|
+$44.8K
|
+76
|
+3%
|
|
|
1977
|
Lavaca Capital
Houston,
Texas
|
$1.81M
|
-$150K
|
-254
|
-8%
|
|
|
1978
|
NDVR Inc
Boston,
Massachusetts
|
$1.81M
|
–
|
–
|
–
|
|
|
1979
|
Portside Wealth Group
Provo,
Utah
|
$1.8M
|
-$13K
|
-22
|
-0.7%
|
|
|
1980
|
Horizon Kinetics Asset Management
New York
|
$1.8M
|
-$183K
|
-310
|
-10%
|
|
|
1981
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$1.8M
|
-$213K
|
-362
|
-11%
|
|
|
1982
|
Lifeworks Advisors
Grand Rapids,
Michigan
|
$1.8M
|
-$46.6K
|
-79
|
-3%
|
|
|
1983
|
Paladin Advisory Group
Clive,
Iowa
|
$1.8M
|
-$161K
|
-273
|
-9%
|
|
|
1984
|
Hassell Wealth Management
Houma,
Louisiana
|
$1.79M
|
-$7.66K
|
-13
|
-0.4%
|
|
|
1985
|
Sittner & Nelson
Eugene,
Oregon
|
$1.79M
|
+$82.5K
|
+140
|
+5%
|
|
|
1986
|
Old North State Wealth Management
Wilmington,
North Carolina
|
$1.79M
|
+$18.3K
|
+31
|
+1%
|
|
|
1987
|
Gradient Investments
Arden Hills,
Minnesota
|
$1.79M
|
+$17.1K
|
+29
|
+1%
|
|
|
1988
|
Valley Forge Investment Consultants
Audubon,
Pennsylvania
|
$1.78M
|
+$5.3K
|
+9
|
+0.3%
|
|
|
1989
|
Van Cleef Asset Management
Beachwood,
Ohio
|
$1.78M
|
–
|
–
|
–
|
|
|
1990
|
Imprint Wealth
Mount Pleasant,
South Carolina
|
$1.78M
|
+$1.72M
|
+2,913
|
New
|
|
|
1991
|
Key Financial Inc
West Chester,
Pennsylvania
|
$1.78M
|
+$772K
|
+1,309
|
+83%
|
|
|
1992
|
Fiduciary Financial Group
San Rafael,
California
|
$1.78M
|
-$135K
|
-229
|
-7%
|
|
|
1993
|
Teamwork Financial Advisors
San Antonio,
Texas
|
$1.77M
|
-$162K
|
-275
|
-9%
|
|
|
1994
|
Roger Wittlin Investment Advisory
San Francisco,
California
|
$1.77M
|
-$67.8K
|
-115
|
-4%
|
|
|
1995
|
LJI Wealth Management
Indianapolis,
Indiana
|
$1.77M
|
-$303K
|
-514
|
-15%
|
|
|
1996
|
|
$1.77M
|
+$201K
|
+341
|
+13%
|
|
|
1997
|
Resolute Wealth Strategies
Jackson,
Mississippi
|
$1.77M
|
+$589
|
+1
|
+0%
|
|
|
1998
|
Brooks Moore & Associates
Chattanooga,
Tennessee
|
$1.76M
|
+$5.78M
|
+9,803
|
+80%
|
|
|
1999
|
Libra Wealth
Los Gatos,
California
|
$1.76M
|
–
|
–
|
–
|
|
|
2000
|
Cornerstone Capital
Palo Alto,
California
|
$1.76M
|
+$1.69M
|
+2,867
|
New
|
|
