|
1976
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$82.1K
|
-$4.94K
|
-17
|
-6%
|
|
|
1977
|
Bellevue Asset Management
Bellevue,
Washington
|
$80.5K
|
–
|
–
|
–
|
|
|
1978
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$80.2K
|
+$8.43K
|
+29
|
+13%
|
|
|
1979
|
West Paces Advisors
Atlanta,
Georgia
|
$78.7K
|
-$14.5K
|
-50
|
-16%
|
|
|
1980
|
Baystate Wealth Management
Boston,
Massachusetts
|
$77.3K
|
+$38.9K
|
+134
|
+116%
|
|
|
1981
|
Compass Wealth Management
Guilford,
Connecticut
|
$75.9K
|
–
|
–
|
–
|
|
|
1982
|
Westside Investment Management
Santa Monica,
California
|
$75.6K
|
–
|
–
|
–
|
|
|
1983
|
Moser Wealth Advisors
Bellevue,
Washington
|
$75.3K
|
+$70.9K
|
+244
|
New
|
|
|
1984
|
Disciplined Investments
Tulsa,
Oklahoma
|
$74.7K
|
+$3.2K
|
+11
|
+5%
|
|
|
1985
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$74.1K
|
+$69.7K
|
+240
|
New
|
|
|
1986
|
Missouri Trust & Investment Company
Springfield,
Missouri
|
$72.2K
|
+$3.2K
|
+11
|
+5%
|
|
|
1987
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$72.2K
|
+$68K
|
+234
|
New
|
|
|
1988
|
Lipe & Dalton
Syracuse,
New York
|
$71K
|
–
|
–
|
–
|
|
|
1989
|
TFO Wealth Partners
Maumee,
Ohio
|
$70.4K
|
+$33.7K
|
+116
|
+104%
|
|
|
1990
|
GW&K Investment Management
Boston,
Massachusetts
|
$66K
|
+$61.6K
|
+212
|
+21,200%
|
|
|
1991
|
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
$63.9K
|
–
|
–
|
–
|
|
|
1992
|
EARNEST Partners
Atlanta,
Georgia
|
$63.6K
|
–
|
–
|
–
|
|
|
1993
|
Park Circle Company
Baltimore,
Maryland
|
$61.7K
|
–
|
–
|
–
|
|
|
1994
|
Armstrong Advisory Group
Needham,
Massachusetts
|
$60.8K
|
–
|
–
|
–
|
|
|
1995
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$59.2K
|
-$16.9K
|
-58
|
-23%
|
|
|
1996
|
First Command Bank
Fort Worth,
Texas
|
$58.9K
|
+$17.1K
|
+59
|
+45%
|
|
|
1997
|
First Command Financial Services
Fort Worth,
Texas
|
$58.9K
|
+$17.1K
|
+59
|
+45%
|
|
|
1998
|
First Capital Advisors Group
Little Silver,
New Jersey
|
$58.9K
|
+$55.5K
|
+191
|
New
|
|
|
1999
|
Knuff & Co
Foster City,
California
|
$58.6K
|
–
|
–
|
–
|
|
|
2000
|
Abound Wealth Management
Franklin,
Tennessee
|
$57.8K
|
+$10.5K
|
+36
|
+24%
|
|
