|
1976
|
Retirement Income Solutions
Ann Arbor,
Michigan
|
$279K
|
–
|
–
|
–
|
|
|
1977
|
Fusion Capital
Mt. Pleasant,
South Carolina
|
$279K
|
+$7.79K
|
+33
|
+3%
|
|
|
1978
|
Hotaling Investment Management
Wayne,
Pennsylvania
|
$279K
|
+$273K
|
+1,157
|
New
|
|
|
1979
|
Stegent Equity Advisors
Houston,
Texas
|
$279K
|
+$273K
|
+1,158
|
New
|
|
|
1980
|
Falcon Wealth Planning
Ontario,
California
|
$278K
|
+$12.3K
|
+52
|
+5%
|
|
|
1981
|
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
$277K
|
-$618K
|
-2,619
|
-69%
|
|
|
1982
|
Beck Mack & Oliver
New York
|
$275K
|
-$457K
|
-1,935
|
-63%
|
|
|
1983
|
Teamwork Financial Advisors
San Antonio,
Texas
|
$275K
|
-$472
|
-2
|
-0.2%
|
|
|
1984
|
Clarity Financial
Houston,
Texas
|
$275K
|
+$47.7K
|
+202
|
+22%
|
|
|
1985
|
Walker Asset Management
Verona,
Missouri
|
$275K
|
+$269K
|
+1,138
|
New
|
|
|
1986
|
Indie Asset Partners
Carmel,
Indiana
|
$274K
|
–
|
–
|
–
|
|
|
1987
|
Main Management
San Francisco,
California
|
$273K
|
+$68.2K
|
+289
|
+34%
|
|
|
1988
|
Hamilton Capital
Columbus,
Ohio
|
$272K
|
-$1.65K
|
-7
|
-0.6%
|
|
|
1989
|
Carret Asset Management
New York
|
$270K
|
-$11.8K
|
-50
|
-4%
|
|
|
1990
|
Jacobsen Capital Management
Salt Lake City,
Utah
|
$270K
|
–
|
–
|
–
|
|
|
1991
|
MA Private Wealth
San Carlos,
California
|
$270K
|
–
|
–
|
–
|
|
|
1992
|
Addison Advisors
Middlebury,
Vermont
|
$270K
|
+$236
|
+1
|
+0.1%
|
|
|
1993
|
Holistic Financial Partners
Indianapolis,
Indiana
|
$270K
|
+$264K
|
+1,119
|
New
|
|
|
1994
|
Godshalk Welsh Capital Management
Radnor,
Pennsylvania
|
$269K
|
–
|
–
|
–
|
|
|
1995
|
Guardian Financial Partners
Orange,
California
|
$268K
|
+$262K
|
+1,110
|
New
|
|
|
1996
|
Vigilare Wealth Management
Scottsdale,
Arizona
|
$267K
|
–
|
–
|
–
|
|
|
1997
|
ARS Wealth Advisors Group
St. Petersburg,
Florida
|
$267K
|
+$236
|
+1
|
+0.1%
|
|
|
1998
|
Steward Financial Group
Colleyville,
Texas
|
$265K
|
+$260K
|
+1,101
|
New
|
|
|
1999
|
Insight Advisors
Newtown,
Pennsylvania
|
$263K
|
–
|
–
|
–
|
|
|
2000
|
NEIRG Wealth Management
North Andover,
Massachusetts
|
$262K
|
+$256K
|
+1,085
|
New
|
|
