|
1976
|
Trellis Wealth Advisors
San Luis Obispo,
California
|
$228K
|
–
|
–
|
–
|
|
|
1977
|
Coastal Bridge Advisors
Westport,
Connecticut
|
$227K
|
+$213K
|
+4,593
|
New
|
|
|
1978
|
Welch Group
Birmingham,
Alabama
|
$227K
|
+$213K
|
+4,586
|
New
|
|
|
1979
|
Bensler
Bellevue,
Washington
|
$227K
|
+$213K
|
+4,582
|
New
|
|
|
1980
|
Pacific Sage Partners
Edmonds,
Washington
|
$226K
|
+$212K
|
+4,570
|
New
|
|
|
1981
|
Capital Planning
Bellevue,
Washington
|
$226K
|
–
|
–
|
–
|
|
|
1982
|
Traynor Capital Management
Malvern,
Pennsylvania
|
$226K
|
+$211K
|
+4,541
|
New
|
|
|
1983
|
WealthPLAN Partners
Omaha,
Nebraska
|
$224K
|
-$28.7K
|
-618
|
-12%
|
|
|
1984
|
Vickerman Investment Advisors
Spokane,
Washington
|
$224K
|
–
|
–
|
–
|
|
|
1985
|
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
$224K
|
-$95.2K
|
-2,053
|
-31%
|
|
|
1986
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$223K
|
+$210K
|
+4,518
|
New
|
|
|
1987
|
Fiduciary Family Office
Boca Raton,
Florida
|
$223K
|
–
|
–
|
–
|
|
|
1988
|
Avalon Capital Management
Port Of Redwood City,
California
|
$223K
|
-$395K
|
-8,525
|
-65%
|
|
|
1989
|
W Advisors LLC
Germantown,
Tennessee
|
$222K
|
+$46
|
+1
|
+0%
|
|
|
1990
|
EagleClaw Capital Management
Boston,
Massachusetts
|
$222K
|
–
|
–
|
–
|
|
|
1991
|
Fiduciary Planning
Englewood,
Florida
|
$222K
|
-$20.9K
|
-450
|
-9%
|
|
|
1992
|
Destiny Wealth Partners
Tavares,
Florida
|
$221K
|
–
|
–
|
–
|
|
|
1993
|
Bellwether Advisors
Lincoln,
Nebraska
|
$220K
|
–
|
–
|
–
|
|
|
1994
|
Lighthouse Financial
Largo,
Florida
|
$220K
|
-$11.5K
|
-249
|
-5%
|
|
|
1995
|
Crown Wealth Group
Charlotte,
North Carolina
|
$219K
|
+$205K
|
+4,424
|
New
|
|
|
1996
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$218K
|
+$205K
|
+4,417
|
New
|
|
|
1997
|
|
$218K
|
–
|
–
|
–
|
|
|
1998
|
Keebeck Wealth Management
Chicago,
Illinois
|
$218K
|
+$204K
|
+4,406
|
New
|
|
|
1999
|
Barclays
London,
United Kingdom
|
$218K
|
-$1.54M
|
-33,208
|
-88%
|
|
|
2000
|
FMB Wealth Management
Westlake Village,
California
|
$217K
|
+$204K
|
+4,396
|
New
|
|
