|
1976
|
Quadrature Capital
London,
United Kingdom
|
$18.6M
|
+$18.8M
|
+72,062
|
+6,377%
|
|
|
1977
|
Radnor Capital Management
Wayne,
Pennsylvania
|
$18.5M
|
-$169K
|
-651
|
-0.9%
|
|
|
1978
|
Arkfeld Wealth Strategies
Omaha,
Nebraska
|
$18.5M
|
+$642K
|
+2,468
|
+4%
|
|
|
1979
|
Centric Wealth Management
Chicago,
Illinois
|
$18.5M
|
-$762K
|
-2,927
|
-4%
|
|
|
1980
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$18.5M
|
-$157K
|
-603
|
-0.8%
|
|
|
1981
|
Diversified Management
Milwaukee,
Wisconsin
|
$18.5M
|
+$80.9K
|
+311
|
+0.4%
|
|
|
1982
|
|
$18.5M
|
-$667K
|
-2,563
|
-3%
|
|
|
1983
|
Nicollet Investment Management
Minneapolis,
Minnesota
|
$18.5M
|
-$838K
|
-3,219
|
-4%
|
|
|
1984
|
Montis Financial
Waltham,
Massachusetts
|
$18.4M
|
-$450K
|
-1,728
|
-2%
|
|
|
1985
|
AK Global Asset Management
Oakland,
California
|
$18.4M
|
-$1.35M
|
-5,205
|
-7%
|
|
|
1986
|
Kemnay Advisory Services
New York
|
$18.4M
|
+$371K
|
+1,427
|
+2%
|
|
|
1987
|
Aviso Wealth Management
Bellevue,
Washington
|
$18.4M
|
-$1.5M
|
-5,775
|
-7%
|
|
|
1988
|
Liberty Square Wealth Partners
Bethlehem,
Pennsylvania
|
$18.4M
|
-$605K
|
-2,326
|
-3%
|
|
|
1989
|
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
$18.4M
|
-$227K
|
-873
|
-1%
|
|
|
1990
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
$18.4M
|
+$1.02M
|
+3,933
|
+6%
|
|
|
1991
|
Dominguez Wealth Management Solutions
Williamsburg,
Virginia
|
$18.4M
|
-$34.9K
|
-134
|
-0.2%
|
|
|
1992
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$18.3M
|
-$462M
|
-1,775,752
|
-96%
|
|
|
1993
|
FSM Wealth Advisors
Cleveland,
Ohio
|
$18.3M
|
-$311K
|
-1,195
|
-2%
|
|
|
1994
|
CapWealth Advisors
Franklin,
Tennessee
|
$18.3M
|
-$759K
|
-2,918
|
-4%
|
|
|
1995
|
Asset Dedication LLC
San Francisco,
California
|
$18.2M
|
-$6.42M
|
-24,681
|
-26%
|
|
|
1996
|
WBH Advisory
Baltimore,
Maryland
|
$18.2M
|
-$170K
|
-653
|
-0.9%
|
|
|
1997
|
Gradient Capital Advisors
San Diego,
California
|
$18.2M
|
-$303K
|
-1,164
|
-2%
|
|
|
1998
|
UAS Asset Management
New York
|
$18.2M
|
+$2.91M
|
+11,163
|
+18%
|
|
|
1999
|
Kennedy Investment Group
West Depford,
New Jersey
|
$18.2M
|
-$105K
|
-404
|
-0.6%
|
|
|
2000
|
Burford Brothers
Dallas,
Texas
|
$18.2M
|
-$35.4K
|
-136
|
-0.2%
|
|
