|
1976
|
Wedgewood Investors
Erie,
Pennsylvania
|
$1M
|
-$1.53K
|
-17
|
-0.1%
|
|
|
1977
|
Gryphon Financial Partners
Columbus,
Ohio
|
$1M
|
+$107K
|
+1,190
|
+11%
|
|
|
1978
|
Resurgent Financial Advisors
Atlanta,
Georgia
|
$1M
|
-$61.2K
|
-679
|
-5%
|
|
|
1979
|
Boxwood Ventures
Chicago,
Illinois
|
$1M
|
+$1.05M
|
+11,671
|
New
|
|
|
1980
|
Private Wealth Partners
Mill Valley,
California
|
$995K
|
-$42.7K
|
-473
|
-4%
|
|
|
1981
|
Mastrapasqua Asset Management
Nashville,
Tennessee
|
$995K
|
+$1.05M
|
+11,620
|
New
|
|
|
1982
|
RTD Financial Advisors
Philadelphia,
Pennsylvania
|
$993K
|
-$5.23K
|
-58
|
-0.5%
|
|
|
1983
|
Domani Wealth
Lancaster,
Pennsylvania
|
$991K
|
–
|
–
|
–
|
|
|
1984
|
Enhancing Capital
Harrisburg,
Pennsylvania
|
$988K
|
–
|
–
|
–
|
|
|
1985
|
McRae Capital Management
Morristown,
New Jersey
|
$988K
|
+$271
|
+3
|
+0%
|
|
|
1986
|
Verus Financial Partners
Richmond,
Virginia
|
$988K
|
+$44.5K
|
+493
|
+5%
|
|
|
1987
|
NFP Retirement Inc
Aliso Viejo,
California
|
$986K
|
-$154K
|
-1,710
|
-13%
|
|
|
1988
|
SOL Capital Management
Rockville,
Maryland
|
$985K
|
-$4.51K
|
-50
|
-0.4%
|
|
|
1989
|
River Wealth Advisors
Camp Hill,
Pennsylvania
|
$985K
|
+$108K
|
+1,199
|
+12%
|
|
|
1990
|
Northcape Wealth Management
Williamsville,
New York
|
$984K
|
-$1.55M
|
-17,169
|
-60%
|
|
|
1991
|
New England Professional Planning Group
Westerly,
Rhode Island
|
$982K
|
-$2.71K
|
-30
|
-0.3%
|
|
|
1992
|
Norwood Financial
Honesdale,
Pennsylvania
|
$981K
|
–
|
–
|
–
|
|
|
1993
|
Beirne Wealth Consulting Services
Shelton,
Connecticut
|
$980K
|
–
|
–
|
–
|
|
|
1994
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$978K
|
+$90.9K
|
+1,008
|
+10%
|
|
|
1995
|
Security National Bank
Omaha,
Nebraska
|
$977K
|
-$59.8K
|
-663
|
-5%
|
|
|
1996
|
IAM Advisory
Easton,
Pennsylvania
|
$977K
|
+$1.98K
|
+22
|
+0.2%
|
|
|
1997
|
M&G Investment Management
London,
United Kingdom
|
$975K
|
-$46.6K
|
-517
|
-4%
|
|
|
1998
|
TRUADVICE
Sarasota,
Florida
|
$975K
|
+$1.01M
|
+11,178
|
New
|
|
|
1999
|
Murphy Middleton Hinkle & Parker
Thomasville,
Georgia
|
$974K
|
-$5.77K
|
-64
|
-0.6%
|
|
|
2000
|
Sand Hill Global Advisors
Palo Alto,
California
|
$974K
|
+$115K
|
+1,274
|
+13%
|
|
