|
1976
|
Van Strum & Towne
San Francisco,
California
|
$256K
|
–
|
–
|
–
|
|
|
1977
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$256K
|
+$3.98K
|
+48
|
+2%
|
|
|
1978
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$256K
|
+$240K
|
+2,895
|
New
|
|
|
1979
|
Wealth Management Associates
Cherry Hill,
New Jersey
|
$255K
|
+$239K
|
+2,879
|
New
|
|
|
1980
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$254K
|
-$166K
|
-2,000
|
-41%
|
|
|
1981
|
McGowan Group Asset Management
Dallas,
Texas
|
$251K
|
-$6.64K
|
-80
|
-3%
|
|
|
1982
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$251K
|
–
|
–
|
–
|
|
|
1983
|
Physicians Financial Services
Raleigh,
North Carolina
|
$251K
|
–
|
–
|
–
|
|
|
1984
|
Perennial Investment Advisors
Los Angeles,
California
|
$251K
|
+$235K
|
+2,826
|
New
|
|
|
1985
|
QCI Asset Management
Pittsford,
New York
|
$250K
|
-$71.6K
|
-863
|
-23%
|
|
|
1986
|
Concorde Asset Management
Ann Arbor,
Michigan
|
$250K
|
-$15.1K
|
-182
|
-6%
|
|
|
1987
|
Strategic Capital Advisers
Denver,
Colorado
|
$250K
|
+$2.33K
|
+28
|
+1%
|
|
|
1988
|
|
$249K
|
+$234K
|
+2,814
|
New
|
|
|
1989
|
JOYN Advisors
Atlanta,
Georgia
|
$249K
|
+$234K
|
+2,817
|
New
|
|
|
1990
|
Pathstone Family Office
Englewood,
New Jersey
|
$249K
|
+$5.98K
|
+72
|
+3%
|
|
|
1991
|
Argent Advisors
Monroe,
Louisiana
|
$248K
|
+$233K
|
+2,811
|
New
|
|
|
1992
|
Summit Wealth Partners
Orlando,
Florida
|
$246K
|
+$231K
|
+2,783
|
New
|
|
|
1993
|
Zevenbergen Capital Investments
Edmonds,
Washington
|
$245K
|
-$5.81K
|
-70
|
-2%
|
|
|
1994
|
Personal CFO Solutions
Chester,
New Jersey
|
$245K
|
–
|
–
|
–
|
|
|
1995
|
Royal Harbor Partners
Houston,
Texas
|
$245K
|
+$230K
|
+2,768
|
New
|
|
|
1996
|
NumerixS Investment Technologies
Vancouver,
British Columbia, Canada
|
$245K
|
+$230K
|
+2,772
|
New
|
|
|
1997
|
Trust Company
Manhattan,
Kansas
|
$244K
|
-$83K
|
-1,000
|
-27%
|
|
|
1998
|
Benedict Financial Advisors
Atlanta,
Georgia
|
$244K
|
+$830
|
+10
|
+0.4%
|
|
|
1999
|
RDA Financial Network
Akron,
Iowa
|
$242K
|
+$16.6K
|
+200
|
+7%
|
|
|
2000
|
McIlrath & Eck
Arlington,
Washington
|
$242K
|
+$65.7K
|
+791
|
+41%
|
|
