|
1976
|
Close Asset Management
London,
United Kingdom
|
$579K
|
–
|
–
|
–
|
|
|
1977
|
Ferris Capital
Marlborough,
Massachusetts
|
$579K
|
–
|
–
|
–
|
|
|
1978
|
CIM Investment Management
Pittsburgh,
Pennsylvania
|
$577K
|
-$19.1K
|
-179
|
-3%
|
|
|
1979
|
Cooper/Haims Advisors
Victor,
New York
|
$577K
|
–
|
–
|
–
|
|
|
1980
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
$576K
|
+$32.2K
|
+301
|
+6%
|
|
|
1981
|
Peddock Capital Advisors
Braintree,
Massachusetts
|
$572K
|
+$21.5K
|
+201
|
+4%
|
|
|
1982
|
E Fund Management
Guangzhou,
China
|
$572K
|
+$565K
|
+5,282
|
New
|
|
|
1983
|
Bingham Osborn & Scarborough
San Francisco,
California
|
$571K
|
+$15.8K
|
+148
|
+3%
|
|
|
1984
|
Fiducient Advisors
Chicago,
Illinois
|
$567K
|
+$15K
|
+140
|
+3%
|
|
|
1985
|
Hubbell Strickland Wealth Management
New Orleans,
Louisiana
|
$566K
|
+$3.42K
|
+32
|
+0.6%
|
|
|
1986
|
Arthur M. Cohen & Associates
Northbrook,
Illinois
|
$566K
|
+$21.4K
|
+200
|
+4%
|
|
|
1987
|
Blue Edge Capital
Richmond,
Virginia
|
$565K
|
–
|
–
|
–
|
|
|
1988
|
Bray Capital Advisors
Naples,
Florida
|
$565K
|
–
|
–
|
–
|
|
|
1989
|
Norman Fields Gottscho Capital Management
New York
|
$564K
|
-$20K
|
-187
|
-3%
|
|
|
1990
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$561K
|
+$53.9K
|
+504
|
+10%
|
|
|
1991
|
ARS Wealth Advisors
St. Petersburg,
Florida
|
$558K
|
-$106K
|
-991
|
-16%
|
|
|
1992
|
TRH Financial
North Liberty,
Iowa
|
$557K
|
-$33.7K
|
-315
|
-6%
|
|
|
1993
|
HUB Investment Partners
Austin,
Texas
|
$557K
|
+$79.3K
|
+741
|
+17%
|
|
|
1994
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$555K
|
+$56.8K
|
+531
|
+12%
|
|
|
1995
|
Graypoint LLC
Albany,
New York
|
$555K
|
+$70.2K
|
+656
|
+15%
|
|
|
1996
|
Golden State Wealth Management
Santa Ana,
California
|
$554K
|
-$692K
|
-6,472
|
-56%
|
|
|
1997
|
Oxford Financial Group
Carmel,
Indiana
|
$554K
|
-$18K
|
-168
|
-3%
|
|
|
1998
|
Altavista Wealth Management
Asheville,
North Carolina
|
$554K
|
-$9.2K
|
-86
|
-2%
|
|
|
1999
|
Carmichael Hill & Associates
Gaithersburg,
Maryland
|
$553K
|
+$3.64K
|
+34
|
+0.7%
|
|
|
2000
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$551K
|
+$177K
|
+1,658
|
+48%
|
|
