|
1976
|
Consolidated Planning Corp
Atlanta,
Georgia
|
$355K
|
+$1.46K
|
+18
|
+0.4%
|
|
|
1977
|
Allen Mooney & Barnes Investment Advisors
Thomasville,
Georgia
|
$355K
|
+$12.3K
|
+152
|
+4%
|
|
|
1978
|
Verity & Verity
Beaufort,
South Carolina
|
$355K
|
–
|
–
|
–
|
|
|
1979
|
One Wealth Capital Management
Scottsdale,
Arizona
|
$354K
|
+$342K
|
+4,220
|
New
|
|
|
1980
|
Fedenia Advisers
Madison,
Wisconsin
|
$354K
|
+$27.2K
|
+335
|
+9%
|
|
|
1981
|
Facet Wealth Inc
Baltimore,
Maryland
|
$353K
|
+$92.4K
|
+1,140
|
+37%
|
|
|
1982
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$353K
|
-$21K
|
-259
|
-6%
|
|
|
1983
|
North Berkeley Wealth Management
Berkeley,
California
|
$352K
|
-$25.1K
|
-309
|
-7%
|
|
|
1984
|
Bernardo Wealth Planning
Harleysville,
Pennsylvania
|
$352K
|
+$3.57K
|
+44
|
+1%
|
|
|
1985
|
Laraway Financial Advisors
Saint Cloud,
Minnesota
|
$350K
|
+$81
|
+1
|
+0%
|
|
|
1986
|
Argyle Capital Partners
Los Angeles,
California
|
$350K
|
-$50.9K
|
-628
|
-13%
|
|
|
1987
|
Evolution Advisers
Richmond,
Virginia
|
$350K
|
–
|
–
|
–
|
|
|
1988
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$350K
|
+$58.1K
|
+717
|
+21%
|
|
|
1989
|
Grove Bank & Trust
Miami,
Florida
|
$349K
|
–
|
–
|
–
|
|
|
1990
|
Sunpointe
St. Louis,
Missouri
|
$349K
|
+$24.3K
|
+300
|
+8%
|
|
|
1991
|
Regal Investment Advisors
Kentwood,
Michigan
|
$349K
|
+$54.7K
|
+674
|
+19%
|
|
|
1992
|
Centurion Wealth Management
Mclean,
Virginia
|
$349K
|
-$4.7K
|
-58
|
-1%
|
|
|
1993
|
Centerpoint Advisory Group
Overland Park,
Kansas
|
$349K
|
–
|
–
|
–
|
|
|
1994
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$348K
|
+$81
|
+1
|
+0%
|
|
|
1995
|
Cerro Pacific Wealth Advisors
San Luis Obispo,
California
|
$348K
|
-$61.5K
|
-759
|
-15%
|
|
|
1996
|
Tillman Hartley LLC
Denver,
Colorado
|
$348K
|
–
|
–
|
–
|
|
|
1997
|
EdgeRock Capital
Denver,
Colorado
|
$347K
|
+$4.7K
|
+58
|
+1%
|
|
|
1998
|
Northcape Wealth Management
Williamsville,
New York
|
$347K
|
-$324
|
-4
|
-0.1%
|
|
|
1999
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$346K
|
-$2.6K
|
-32
|
-0.8%
|
|
|
2000
|
LeConte Wealth Management
Maryville,
Tennessee
|
$346K
|
+$64.5K
|
+795
|
+24%
|
|
