|
1976
|
Financial Advisors Network
Tustin,
California
|
$1.21M
|
–
|
–
|
–
|
|
|
1977
|
Dimension Capital Management
Coral Gables,
Florida
|
$1.21M
|
–
|
–
|
–
|
|
|
1978
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$1.2M
|
-$193K
|
-686
|
-15%
|
|
|
1979
|
Edgestream Partners
Princeton,
New Jersey
|
$1.2M
|
-$17.4K
|
-62
|
-2%
|
|
|
1980
|
Venturi Wealth Management
Austin,
Texas
|
$1.2M
|
+$1.13K
|
+4
|
+0.1%
|
|
|
1981
|
ARS Wealth Advisors Group
St. Petersburg,
Florida
|
$1.2M
|
-$11.3K
|
-40
|
-1%
|
|
|
1982
|
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
$1.2M
|
+$23.3K
|
+83
|
+2%
|
|
|
1983
|
Ridgeline Wealth Planning
Centerville,
Ohio
|
$1.2M
|
+$11.5K
|
+41
|
+1%
|
|
|
1984
|
EARNEST Partners
Atlanta,
Georgia
|
$1.2M
|
-$679K
|
-2,414
|
-38%
|
|
|
1985
|
Aaron Wealth Advisors
Chicago,
Illinois
|
$1.2M
|
–
|
–
|
–
|
|
|
1986
|
Disciplined Investors
Waco,
Texas
|
$1.19M
|
+$563
|
+2
|
+0.1%
|
|
|
1987
|
Helium Advisors
Everett,
Washington
|
$1.19M
|
+$525K
|
+1,866
|
+90%
|
|
|
1988
|
Ridgecrest Wealth Partners
Mill Valley,
California
|
$1.19M
|
-$7.88K
|
-28
|
-0.7%
|
|
|
1989
|
Gradient Capital Advisors
San Diego,
California
|
$1.19M
|
-$9.28K
|
-33
|
-0.8%
|
|
|
1990
|
Wolfstich Capital
Medfield,
Massachusetts
|
$1.19M
|
+$186K
|
+660
|
+20%
|
|
|
1991
|
Perfromance Wealth Partners
Hinsdale,
Illinois
|
$1.19M
|
-$70.9K
|
-252
|
-6%
|
|
|
1992
|
Parsons Capital Management
Providence,
Rhode Island
|
$1.19M
|
+$2.81K
|
+10
|
+0.3%
|
|
|
1993
|
Key Financial Inc
West Chester,
Pennsylvania
|
$1.19M
|
+$1.13K
|
+4
|
+0.1%
|
|
|
1994
|
Helen Stephens Group
Fort Worth,
Texas
|
$1.18M
|
+$150K
|
+533
|
+16%
|
|
|
1995
|
Evergreen Advisors
Chattanooga,
Tennessee
|
$1.18M
|
–
|
–
|
–
|
|
|
1996
|
Element Wealth
Ridgeland,
Mississippi
|
$1.18M
|
-$23.9K
|
-85
|
-2%
|
|
|
1997
|
Sequent Asset Management
Houston,
Texas
|
$1.18M
|
–
|
–
|
–
|
|
|
1998
|
Sweeney & Michel
Chico,
California
|
$1.18M
|
-$115K
|
-410
|
-10%
|
|
|
1999
|
Aspire Private Capital
Cornelius,
North Carolina
|
$1.17M
|
-$20.3K
|
-72
|
-2%
|
|
|
2000
|
Citrine Capital
San Francisco,
California
|
$1.17M
|
-$10.1K
|
-36
|
-0.9%
|
|
