|
1976
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$536K
|
-$78K
|
-1,849
|
-12%
|
|
|
1977
|
Cahill Financial Advisors
Edina,
Minnesota
|
$534K
|
+$350K
|
+8,305
|
+165%
|
|
|
1978
|
Essex Investment Management
Boston,
Massachusetts
|
$534K
|
–
|
–
|
–
|
|
|
1979
|
Bingham Private Wealth
San Francisco,
California
|
$531K
|
+$560K
|
+13,286
|
New
|
|
|
1980
|
Meadow Creek Wealth Advisors
Atlanta,
Georgia
|
$530K
|
-$39.8K
|
-943
|
-7%
|
|
|
1981
|
Bruce G. Allen Investments
Denver,
Colorado
|
$530K
|
-$548
|
-13
|
-0.1%
|
|
|
1982
|
OMC Financial Services
Dewitt,
New York
|
$530K
|
-$208K
|
-4,932
|
-27%
|
|
|
1983
|
Grassi Investment Management
Santa Clara,
California
|
$529K
|
-$29.3K
|
-694
|
-5%
|
|
|
1984
|
|
$528K
|
–
|
–
|
–
|
|
|
1985
|
GSA Capital Partners
London,
United Kingdom
|
$527K
|
-$349K
|
-8,284
|
-39%
|
|
|
1986
|
Phillips Wealth Planners
Starkville,
Mississippi
|
$527K
|
-$56.6K
|
-1,342
|
-9%
|
|
|
1987
|
Bouchey Financial Group
Troy,
New York
|
$526K
|
-$4.39K
|
-104
|
-0.8%
|
|
|
1988
|
Capstone Wealth Management Group (Oregon)
Bend,
Oregon
|
$526K
|
+$555K
|
+13,159
|
New
|
|
|
1989
|
Cornerstone Wealth Group
Huntersville,
North Carolina
|
$526K
|
+$20.8K
|
+492
|
+4%
|
|
|
1990
|
Members Trust
Tampa,
Florida
|
$525K
|
+$1.01K
|
+24
|
+0.2%
|
|
|
1991
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$525K
|
+$26.8K
|
+635
|
+5%
|
|
|
1992
|
Copperwynd Financial
Scottsdale,
Arizona
|
$525K
|
-$150K
|
-3,562
|
-21%
|
|
|
1993
|
MRA Advisory Group
Parsippany,
New Jersey
|
$524K
|
-$13.8K
|
-328
|
-2%
|
|
|
1994
|
Sawgrass Asset Management
Ponte Vedra Beach,
Florida
|
$523K
|
-$358K
|
-8,477
|
-39%
|
|
|
1995
|
Cromwell Holdings
Jackson,
Wyoming
|
$522K
|
–
|
–
|
–
|
|
|
1996
|
Beam Wealth Advisors
Covington,
Louisiana
|
$522K
|
-$32.1K
|
-762
|
-6%
|
|
|
1997
|
Nexus Investment Management
Toronto,
Ontario, Canada
|
$522K
|
-$964K
|
-22,850
|
-64%
|
|
|
1998
|
Journey Advisory Group
Covington,
Kentucky
|
$521K
|
–
|
–
|
–
|
|
|
1999
|
|
$521K
|
-$20.5K
|
-487
|
-4%
|
|
|
2000
|
Fayez Sarofim & Co
Houston,
Texas
|
$521K
|
+$77.5K
|
+1,836
|
+16%
|
|
