|
1976
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$611K
|
+$74.8K
|
+1,482
|
+15%
|
|
|
1977
|
Colonial River Investments
Midlothian,
Virginia
|
$610K
|
-$110K
|
-2,175
|
-16%
|
|
|
1978
|
Stone Summit Wealth
Miami,
Florida
|
$610K
|
–
|
–
|
–
|
|
|
1979
|
Affinity Wealth Management
Wilmington,
Delaware
|
$607K
|
+$24.8K
|
+492
|
+4%
|
|
|
1980
|
Pacific Sage Partners
Edmonds,
Washington
|
$604K
|
+$454
|
+9
|
+0.1%
|
|
|
1981
|
Retirement Planning Company of New England
Warwick,
Rhode Island
|
$603K
|
-$53.9K
|
-1,068
|
-8%
|
|
|
1982
|
Sculati Wealth Management
Bloomfield Hills,
Michigan
|
$602K
|
-$43K
|
-852
|
-7%
|
|
|
1983
|
Wealth Management Partners
Tucson,
Arizona
|
$602K
|
+$96.7K
|
+1,917
|
+20%
|
|
|
1984
|
Verus Capital Partners
Scottsdale,
Arizona
|
$601K
|
+$71.9K
|
+1,425
|
+14%
|
|
|
1985
|
S.A. Mason
Holland,
Michigan
|
$601K
|
–
|
–
|
–
|
|
|
1986
|
Sweet Financial Partners
Fairmont,
Minnesota
|
$598K
|
+$10.3K
|
+204
|
+2%
|
|
|
1987
|
Middleton & Co
Boston,
Massachusetts
|
$596K
|
+$106K
|
+2,100
|
+23%
|
|
|
1988
|
Grimes & Company
Westborough,
Massachusetts
|
$596K
|
-$1.36K
|
-27
|
-0.2%
|
|
|
1989
|
Advisor OS
Chicago,
Illinois
|
$594K
|
-$2.12K
|
-42
|
-0.4%
|
|
|
1990
|
Titleist Asset Management
San Antonio,
Texas
|
$591K
|
+$2.72K
|
+54
|
+0.5%
|
|
|
1991
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$589K
|
+$9.23K
|
+183
|
+2%
|
|
|
1992
|
Per Stirling Capital Management
Austin,
Texas
|
$588K
|
+$7.72K
|
+153
|
+1%
|
|
|
1993
|
Private Wealth Strategies
New Albany,
Ohio
|
$587K
|
-$62.8K
|
-1,245
|
-10%
|
|
|
1994
|
Psagot Value Holdings
Tel Aviv,
Israel
|
$586K
|
-$98.4K
|
-1,950
|
-15%
|
|
|
1995
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$585K
|
+$167K
|
+3,315
|
+42%
|
|
|
1996
|
Royal Harbor Partners
Houston,
Texas
|
$585K
|
–
|
–
|
–
|
|
|
1997
|
Annapolis Financial Services
Annapolis,
Maryland
|
$584K
|
+$605
|
+12
|
+0.1%
|
|
|
1998
|
BOK Financial Private Wealth
Denver,
Colorado
|
$583K
|
-$199K
|
-3,945
|
-26%
|
|
|
1999
|
Galvin Gaustad & Stein
Scottsdale,
Arizona
|
$583K
|
+$11K
|
+219
|
+2%
|
|
|
2000
|
Jag Capital Management
St Louis,
Missouri
|
$582K
|
–
|
–
|
–
|
|
