|
1976
|
Taylor Hoffman Wealth Management
Richmond,
Virginia
|
$227K
|
–
|
–
|
–
|
|
|
1977
|
Blue Edge Capital
Richmond,
Virginia
|
$227K
|
–
|
–
|
–
|
|
|
1978
|
Northwest Quadrant Wealth Management
Bend,
Oregon
|
$226K
|
-$50.5K
|
-603
|
-19%
|
|
|
1979
|
Wealth Alliance Advisory Group
Wichita,
Kansas
|
$226K
|
+$2.76K
|
+33
|
+1%
|
|
|
1980
|
Rowlandmiller & Partners
Atlanta,
Georgia
|
$226K
|
+$14.7K
|
+175
|
+7%
|
|
|
1981
|
|
$224K
|
-$1.67M
|
-19,889
|
-89%
|
|
|
1982
|
Bourne Lent Asset Management
Pawling,
New York
|
$223K
|
–
|
–
|
–
|
|
|
1983
|
Ferris Capital
Marlborough,
Massachusetts
|
$223K
|
–
|
–
|
–
|
|
|
1984
|
Partner Investment Management
San Francisco,
California
|
$223K
|
+$215K
|
+2,565
|
New
|
|
|
1985
|
ARGA Investment Management
Stamford,
Connecticut
|
$222K
|
-$22.3K
|
-266
|
-9%
|
|
|
1986
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$222K
|
–
|
–
|
–
|
|
|
1987
|
Versant Capital Management
Phoenix,
Arizona
|
$221K
|
-$1K
|
-12
|
-0.5%
|
|
|
1988
|
Parkside Investments
Deerfield,
Illinois
|
$221K
|
–
|
–
|
–
|
|
|
1989
|
Southeast Asset Advisors
Thomasville,
Georgia
|
$221K
|
+$168
|
+2
|
+0.1%
|
|
|
1990
|
AssetMark Inc
Concord,
California
|
$221K
|
+$29.5K
|
+352
|
+16%
|
|
|
1991
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$220K
|
-$5.03K
|
-60
|
-2%
|
|
|
1992
|
Financial Consulate
Hunt Valley,
Maryland
|
$220K
|
–
|
–
|
–
|
|
|
1993
|
Independence Advisors
Wayne,
Pennsylvania
|
$220K
|
–
|
–
|
–
|
|
|
1994
|
Klingman & Associates
New York
|
$220K
|
+$212K
|
+2,536
|
New
|
|
|
1995
|
Bessemer Securities
New York
|
$219K
|
–
|
–
|
–
|
|
|
1996
|
Andesa Financial Management
Allentown,
Pennsylvania
|
$219K
|
+$211K
|
+2,516
|
New
|
|
|
1997
|
Envoi LLC
Chanhassen,
Minnesota
|
$219K
|
+$211K
|
+2,516
|
New
|
|
|
1998
|
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
|
$218K
|
-$25.5K
|
-304
|
-11%
|
|
|
1999
|
Indie Asset Partners
Carmel,
Indiana
|
$218K
|
+$210K
|
+2,510
|
New
|
|
|
2000
|
Madison Wealth Management
Cincinnati,
Ohio
|
$218K
|
+$210K
|
+2,510
|
New
|
|
