|
1976
|
Spectrum Wealth Advisory Group
Granite Bay,
California
|
$23.4K
|
+$23.3K
|
1
|
0.01%
|
New
|
|
|
1977
|
JPL Wealth Management
Highlands Ranch,
Colorado
|
$22.4K
|
+$13.4K
|
2
|
0%
|
Increased
|
|
|
1978
|
Millstone Evans Group
Boulder,
Colorado
|
$21.9K
|
+$21.7K
|
1
|
0.01%
|
New
|
|
|
1979
|
Levin Capital Strategies
New York
|
$21.2K
|
+$21.1K
|
1
|
0%
|
New
|
|
|
1980
|
Boreal Capital Management
Miami,
Florida
|
$21.1K
|
+$20.7K
|
1
|
0.02%
|
New
|
|
|
1981
|
Institute for Wealth Management
Denver,
Colorado
|
$20.8K
|
+$20.7K
|
1
|
0%
|
New
|
|
|
1982
|
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
|
$20.3K
|
+$13.9K
|
1
|
0%
|
Increased
|
|
|
1983
|
Colonial Trust
Spartanburg,
South Carolina
|
$20.2K
|
+$3.96K
|
2
|
0%
|
Increased
|
|
|
1984
|
GFS Advisors
Houston,
Texas
|
$20.1K
|
+$4.92M
|
1
|
0%
|
New
|
|
|
1985
|
Pension & Wealth Management Advisors
Waltham,
Massachusetts
|
$20K
|
-$3.79K
|
1
|
0.01%
|
Reduced
|
|
|
1986
|
1620 Investment Advisors
Plymouth,
Massachusetts
|
$19.6K
|
+$19.5K
|
1
|
0.01%
|
New
|
|
|
1987
|
Advocate Investing Services
Woodbine,
Maryland
|
$19.2K
|
+$13.5K
|
2
|
0.01%
|
Increased
|
|
|
1988
|
NBT Bank
Norwich,
New York
|
$19.1K
|
+$17K
|
2
|
0%
|
Increased
|
|
|
1989
|
Strategic Wealth Advisors
Scottsdale,
Arizona
|
$19K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1990
|
Manning & Napier Advisors
Fairport,
New York
|
$18.8K
|
+$17.9K
|
1
|
0%
|
Increased
|
|
|
1991
|
Custom Index Systems
New York
|
$18.8K
|
+$18.7K
|
1
|
0.01%
|
New
|
|
|
1992
|
DRH Investments
Thousand Oaks,
California
|
$18.8K
|
+$18.7K
|
1
|
0.01%
|
New
|
|
|
1993
|
Outlook Capital Management
Arlington Heights,
Illinois
|
$18.8K
|
+$18.7K
|
1
|
0.01%
|
New
|
|
|
1994
|
Aventus Investment Advisors
Naples,
Florida
|
$18.5K
|
+$18.3K
|
1
|
0.01%
|
New
|
|
|
1995
|
MH & Associates Securities Management
Carlsbad,
California
|
$18.5K
|
+$18.3K
|
1
|
0.02%
|
New
|
|
|
1996
|
West Branch Capital
Amherst,
Massachusetts
|
$18.5K
|
+$18.3K
|
1
|
0%
|
New
|
|
|
1997
|
Networth Advisors
Canonsburg,
Pennsylvania
|
$18K
|
+$17.8K
|
1
|
0.01%
|
New
|
|
|
1998
|
Davis Capital Management
Jacksonville,
Florida
|
$17.6K
|
+$17.2K
|
2
|
0.01%
|
Increased
|
|
|
1999
|
10Elms LLP
Tulsa,
Oklahoma
|
$17.6K
|
+$17.5K
|
1
|
0.01%
|
New
|
|
|
2000
|
Caldwell Trust
Venice,
Florida
|
$17.1K
|
+$17K
|
1
|
0%
|
New
|
|