|
1976
|
Weatherly Asset Management
Del Mar,
California
|
$733M
|
+$36.8M
|
+5%
|
|
|
176
|
|
|
|
1977
|
Marks Group Wealth Management
Minnetonka,
Minnesota
|
$732M
|
+$75.3M
|
+11%
|
|
|
297
|
|
|
|
1978
|
Lisanti Capital Growth
New York
|
$732M
|
-$15.6M
|
-2%
|
|
|
171
|
|
|
|
1979
|
Chai Trust Company
Chicago,
Illinois
|
$732M
|
+$59.7M
|
+9%
|
|
|
26
|
|
|
|
1980
|
Callahan Advisors
Houston,
Texas
|
$731M
|
+$34.4M
|
+5%
|
|
|
146
|
|
|
|
1981
|
Fusion Family Wealth
Woodbury,
New York
|
$730M
|
+$65.2M
|
+10%
|
|
|
45
|
|
|
|
1982
|
Sawgrass Asset Management
Ponte Vedra Beach,
Florida
|
$730M
|
+$30M
|
+4%
|
|
|
170
|
|
|
|
1983
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$729M
|
-$27.2M
|
-4%
|
|
|
289
|
|
|
|
1984
|
Prospector Partners
Guilford,
Connecticut
|
$727M
|
+$75.1M
|
+12%
|
|
|
112
|
|
|
|
1985
|
Verus Financial Partners
Richmond,
Virginia
|
$727M
|
+$66.1M
|
+10%
|
|
|
109
|
|
|
|
1986
|
Good Life Advisors
Reading,
Pennsylvania
|
$724M
|
+$45.6M
|
+7%
|
|
|
374
|
|
|
|
1987
|
Carret Asset Management
New York
|
$724M
|
+$53.4M
|
+8%
|
|
|
281
|
|
|
|
1988
|
Arax Advisory Partners
Denver,
Colorado
|
$723M
|
+$88.9M
|
+14%
|
|
|
1,372
|
|
|
|
1989
|
TCI Wealth Advisors
Tucson,
Arizona
|
$722M
|
+$104M
|
+17%
|
|
|
2,722
|
|
|
|
1990
|
|
$721M
|
+$14.5M
|
+2%
|
|
|
27
|
|
|
|
1991
|
Intrust Bank
Wichita,
Kansas
|
$721M
|
+$72.1M
|
+11%
|
|
|
395
|
|
|
|
1992
|
Mayflower Financial Advisors
Boston,
Massachusetts
|
$720M
|
+$99.7M
|
+16%
|
|
|
371
|
|
|
|
1993
|
Smith, Moore & Co
Clayton,
Missouri
|
$720M
|
+$61.3M
|
+9%
|
|
|
397
|
|
|
|
1994
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$720M
|
+$69.2M
|
+11%
|
|
|
176
|
|
|
|
1995
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$720M
|
+$71.6M
|
+11%
|
|
|
717
|
|
|
|
1996
|
Campbell Wealth Management
Alexandria,
Virginia
|
$718M
|
+$26.5M
|
+4%
|
|
|
79
|
|
|
|
1997
|
Community Bank
Dewitt,
New York
|
$718M
|
+$62.8M
|
+10%
|
|
|
728
|
|
|
|
1998
|
United Asset Strategies
Garden City,
New York
|
$717M
|
+$66.5M
|
+10%
|
|
|
241
|
|
|
|
1999
|
TA Associates
Boston,
Massachusetts
|
$717M
|
-$289M
|
-29%
|
|
|
2
|
|
|
|
2000
|
Empowered Funds
Havertown,
Pennsylvania
|
$717M
|
-$316M
|
-31%
|
|
|
496
|
|
|