|
1976
|
Eastover Investment Advisors
Charlotte,
North Carolina
|
$374K
|
+$109K
|
+1,620
|
+42%
|
|
|
1977
|
Weaver Consulting Group
Huntington Beach,
California
|
$373K
|
+$51.6K
|
+768
|
+16%
|
|
|
1978
|
US Financial Advisors
Braintree,
Massachusetts
|
$371K
|
+$403
|
+6
|
+0.1%
|
|
|
1979
|
Schiavi & Co
Wilmington,
Delaware
|
$370K
|
–
|
–
|
–
|
|
|
1980
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$370K
|
+$105K
|
+1,566
|
+41%
|
|
|
1981
|
Greenspring Advisors
Towson,
Maryland
|
$369K
|
–
|
–
|
–
|
|
|
1982
|
Camelot Technology Advisors
San Francisco,
California
|
$369K
|
–
|
–
|
–
|
|
|
1983
|
First Interstate Bank
Billings,
Montana
|
$369K
|
+$80.2K
|
+1,194
|
+28%
|
|
|
1984
|
Warren Street Wealth Advisors
Newport Beach,
California
|
$368K
|
-$2.82K
|
-42
|
-0.8%
|
|
|
1985
|
Alpha Financial Partners
Lexington,
Kentucky
|
$368K
|
+$361K
|
+5,376
|
New
|
|
|
1986
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$367K
|
-$1.61K
|
-24
|
-0.4%
|
|
|
1987
|
Flywheel Private Wealth
Los Altos,
California
|
$367K
|
+$361K
|
+5,370
|
New
|
|
|
1988
|
Massachusetts Financial Services
Boston,
Massachusetts
|
$367K
|
+$360K
|
+5,364
|
New
|
|
|
1989
|
Shorepoint Capital Partners
Norwood,
Massachusetts
|
$366K
|
+$3.63K
|
+54
|
+1%
|
|
|
1990
|
Meridian Financial Partners
Warrenton,
Virginia
|
$366K
|
+$360K
|
+5,352
|
New
|
|
|
1991
|
New Republic Capital
Charlotte,
North Carolina
|
$365K
|
–
|
–
|
–
|
|
|
1992
|
Smith Thornton Advisors
Huntsville,
Alabama
|
$362K
|
–
|
–
|
–
|
|
|
1993
|
Fortress Financial Group
Rochester,
Minnesota
|
$360K
|
+$353K
|
+5,256
|
New
|
|
|
1994
|
Verde Capital Management
Clarkston,
Michigan
|
$360K
|
+$353K
|
+5,256
|
New
|
|
|
1995
|
Hobart Private Capital
Charlotte,
North Carolina
|
$359K
|
-$7.25K
|
-108
|
-2%
|
|
|
1996
|
Client 1st Advisory Group
Dunedin,
Florida
|
$359K
|
+$352K
|
+5,244
|
New
|
|
|
1997
|
Carr Financial Group
Worcester,
Massachusetts
|
$358K
|
–
|
–
|
–
|
|
|
1998
|
Perkins Coie Trust Company
Seattle,
Washington
|
$358K
|
-$48K
|
-714
|
-12%
|
|
|
1999
|
FOCUS Wealth Advisors
Houston,
Texas
|
$357K
|
–
|
–
|
–
|
|
|
2000
|
Meridian Wealth Partners
Exton,
Pennsylvania
|
$356K
|
+$111K
|
+1,656
|
+47%
|
|
