|
1976
|
ARS Wealth Advisors Group
St. Petersburg,
Florida
|
$1.3M
|
–
|
–
|
–
|
|
|
1977
|
Ridgeline Wealth Planning
Centerville,
Ohio
|
$1.3M
|
+$316
|
+1
|
+0%
|
|
|
1978
|
BCS Private Wealth Management
Rumson,
New Jersey
|
$1.29M
|
+$1.24M
|
+3,930
|
New
|
|
|
1979
|
Strategic Equity Management
Tucson,
Arizona
|
$1.29M
|
-$104K
|
-329
|
-8%
|
|
|
1980
|
Aaron Wealth Advisors
Chicago,
Illinois
|
$1.29M
|
–
|
–
|
–
|
|
|
1981
|
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
$1.29M
|
-$7.58K
|
-24
|
-0.6%
|
|
|
1982
|
Triad Wealth Partners
Lawrence,
Kansas
|
$1.29M
|
+$943K
|
+2,984
|
+316%
|
|
|
1983
|
Wolfstich Capital
Medfield,
Massachusetts
|
$1.29M
|
–
|
–
|
–
|
|
|
1984
|
Moneywise Inc
Forest,
Virginia
|
$1.29M
|
-$136K
|
-431
|
-10%
|
|
|
1985
|
Ridgecrest Wealth Partners
Mill Valley,
California
|
$1.28M
|
-$6K
|
-19
|
-0.5%
|
|
|
1986
|
Hansen & Associates Financial Group
Roseville,
California
|
$1.28M
|
+$1.2M
|
+3,806
|
New
|
|
|
1987
|
Venturi Wealth Management
Austin,
Texas
|
$1.28M
|
-$20.2K
|
-64
|
-2%
|
|
|
1988
|
Parsons Capital Management
Providence,
Rhode Island
|
$1.28M
|
-$6.63K
|
-21
|
-0.5%
|
|
|
1989
|
Element Wealth
Ridgeland,
Mississippi
|
$1.28M
|
+$316
|
+1
|
+0%
|
|
|
1990
|
Farrell Financial
Orchard Park,
New York
|
$1.27M
|
+$31.9K
|
+101
|
+3%
|
|
|
1991
|
Dimension Capital Management
Coral Gables,
Florida
|
$1.27M
|
-$29.1K
|
-92
|
-2%
|
|
|
1992
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$1.27M
|
-$98.2K
|
-311
|
-7%
|
|
|
1993
|
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
$1.27M
|
+$855K
|
+2,706
|
+234%
|
|
|
1994
|
Colonial River Investments
Midlothian,
Virginia
|
$1.26M
|
-$34.4K
|
-109
|
-3%
|
|
|
1995
|
Cypress Wealth Services
Palm Desert,
California
|
$1.26M
|
+$46.1K
|
+146
|
+4%
|
|
|
1996
|
Sage Capital Advisors
Sioux Falls,
South Dakota
|
$1.26M
|
+$65.7K
|
+208
|
+6%
|
|
|
1997
|
Aire Advisors
Beverly Hills,
California
|
$1.26M
|
+$316
|
+1
|
+0%
|
|
|
1998
|
Seven Springs Wealth Group
Brentwood,
Tennessee
|
$1.26M
|
–
|
–
|
–
|
|
|
1999
|
Americana Partners
Houston,
Texas
|
$1.26M
|
+$682K
|
+2,158
|
+129%
|
|
|
2000
|
Syon Capital
San Francisco,
California
|
$1.26M
|
–
|
–
|
–
|
|
