|
1976
|
OFS Enterprise
Kearney,
Nebraska
|
$953K
|
+$1.06M
|
1
|
0.28%
|
New
|
|
|
1977
|
Palacios Wealth Management
Ormond Beach,
Florida
|
$951K
|
+$96.1K
|
1
|
0.59%
|
Increased
|
|
|
1978
|
WinCap Financial
Boston,
Massachusetts
|
$950K
|
+$60.6K
|
1
|
0.63%
|
Increased
|
|
|
1979
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$949K
|
+$40.9K
|
2
|
0.06%
|
Increased
|
|
|
1980
|
Griffith & Werner
Canton,
Georgia
|
$948K
|
+$5.41K
|
1
|
0.47%
|
Increased
|
|
|
1981
|
Blue Chip Partners
Farmington Hills,
Michigan
|
$945K
|
-$18.9K
|
1
|
0.07%
|
Reduced
|
|
|
1982
|
Basso Capital Management
Stamford,
Connecticut
|
$942K
|
-$135K
|
1
|
0.58%
|
Reduced
|
|
|
1983
|
East Coast Asset Management
Essex,
Massachusetts
|
$941K
|
+$541K
|
1
|
0.17%
|
Increased
|
|
|
1984
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$941K
|
-$152K
|
1
|
0.05%
|
Reduced
|
|
|
1985
|
Secure Asset Management
Troy,
Michigan
|
$941K
|
-$6.49K
|
1
|
0.15%
|
Reduced
|
|
|
1986
|
Asset One Wealth Management
Bellevue,
Washington
|
$939K
|
+$775K
|
1
|
0.1%
|
Increased
|
|
|
1987
|
111 Capital
Paris,
France
|
$938K
|
+$830K
|
1
|
0.23%
|
Increased
|
|
|
1988
|
Pekao Towarzystwo Funduszy Inwestycyjnych SA
Warsaw,
|
$938K
|
+$1.05M
|
1
|
0.7%
|
New
|
|
|
1989
|
WJ Wealth Management
Glendale,
Arizona
|
$937K
|
+$2.4K
|
1
|
0.44%
|
Increased
|
|
|
1990
|
KFA Private Wealth Group
Tysons,
Virginia
|
$937K
|
+$27.3K
|
1
|
0.22%
|
Increased
|
|
|
1991
|
Polianta Ltd
St Helier,
Jersey
|
$936K
|
-$1.18M
|
1
|
0.12%
|
Reduced
|
|
|
1992
|
Montis Financial
Waltham,
Massachusetts
|
$933K
|
+$541
|
1
|
0.19%
|
Increased
|
|
|
1993
|
Severin Investments
St. Louis,
Missouri
|
$932K
|
-$101K
|
1
|
0.8%
|
Reduced
|
|
|
1994
|
Callahan Advisors
Houston,
Texas
|
$932K
|
-$72K
|
1
|
0.08%
|
Reduced
|
|
|
1995
|
Prasad Wealth Partners
Independence,
Ohio
|
$931K
|
+$63.9K
|
1
|
0.25%
|
Increased
|
|
|
1996
|
IMZ Advisory
Boca Raton,
Florida
|
$930K
|
$0
|
1
|
0.35%
|
Maintained
|
|
|
1997
|
Strong Tower Advisory Services
Minneapolis,
Minnesota
|
$930K
|
+$37.7K
|
1
|
0.18%
|
Increased
|
|
|
1998
|
Legacy Wealth Asset Management
Woodbury,
Minnesota
|
$928K
|
-$12.2K
|
1
|
0.23%
|
Reduced
|
|
|
1999
|
Wealth Dimensions Group
Cincinnati,
Ohio
|
$928K
|
-$16K
|
1
|
0.18%
|
Reduced
|
|
|
2000
|
Howe & Rusling
Rochester,
New York
|
$928K
|
+$193K
|
1
|
0.06%
|
Increased
|
|