|
1976
|
Able Wealth Management
Toms River,
New Jersey
|
$320K
|
-$44K
|
-305
|
-12%
|
|
|
1977
|
Peterson Wealth Management
Sparks,
Nevada
|
$320K
|
-$75K
|
-519
|
-19%
|
|
|
1978
|
Transcendent Capital Group
Edmond,
Oklahoma
|
$318K
|
–
|
–
|
–
|
|
|
1979
|
KTF Investments
Seal Beach,
California
|
$317K
|
+$318K
|
+2,200
|
New
|
|
|
1980
|
BXM Wealth
Englewood,
Colorado
|
$317K
|
+$38.6K
|
+267
|
+14%
|
|
|
1981
|
CVA Family Office
Denver,
Colorado
|
$316K
|
-$32.9K
|
-228
|
-9%
|
|
|
1982
|
Investment Planning Advisors
Cumming,
Georgia
|
$316K
|
+$34.1K
|
+236
|
+12%
|
|
|
1983
|
Merkkuri Wealth Advisors
Hicksville,
New York
|
$316K
|
-$19.8K
|
-137
|
-6%
|
|
|
1984
|
|
$314K
|
-$17.6M
|
-122,028
|
-98%
|
|
|
1985
|
Long Island Wealth Management
Melville,
New York
|
$314K
|
–
|
–
|
–
|
|
|
1986
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$314K
|
+$315K
|
+2,182
|
New
|
|
|
1987
|
SK Wealth Management
Providence,
Rhode Island
|
$314K
|
-$84.6K
|
-586
|
-22%
|
|
|
1988
|
Alerus Financial
Grand Forks,
North Dakota
|
$313K
|
-$11.6K
|
-80
|
-4%
|
|
|
1989
|
Telos Capital Management
San Diego,
California
|
$312K
|
+$67.2K
|
+465
|
+27%
|
|
|
1990
|
Alchemi Wealth
Essex,
Connecticut
|
$312K
|
+$313K
|
+2,166
|
New
|
|
|
1991
|
Atlas Brown
Louisville,
Kentucky
|
$312K
|
–
|
–
|
–
|
|
|
1992
|
Opal Capital
Boca Raton,
Florida
|
$311K
|
+$314K
|
+2,172
|
New
|
|
|
1993
|
Flagship Private Wealth
Woburn,
Massachusetts
|
$310K
|
-$31.9K
|
-221
|
-9%
|
|
|
1994
|
RCS Financial Planning
Annapolis,
Maryland
|
$310K
|
–
|
–
|
–
|
|
|
1995
|
WoodTrust Financial
Wisconsin Rapids,
Wisconsin
|
$310K
|
–
|
–
|
–
|
|
|
1996
|
ProCore Advisors
Newport Beach,
California
|
$310K
|
+$311K
|
+2,153
|
New
|
|
|
1997
|
Jacksonville Wealth Management
Jacksonville,
Florida
|
$309K
|
-$6.64K
|
-46
|
-2%
|
|
|
1998
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$308K
|
+$6.07K
|
+42
|
+2%
|
|
|
1999
|
Gradient Capital Advisors
San Diego,
California
|
$308K
|
-$20.5K
|
-142
|
-6%
|
|
|
2000
|
Cullen Capital Management
New York
|
$307K
|
+$308K
|
+2,134
|
New
|
|
