|
1976
|
Benin Management Corp
Wilton,
Connecticut
|
$2.31M
|
-$335K
|
-3,460
|
-13%
|
|
|
1977
|
Aries Wealth Management
Portland,
Maine
|
$2.31M
|
-$21.3K
|
-220
|
-0.9%
|
|
|
1978
|
Quad-Cities Investment Group
Davenport,
Iowa
|
$2.3M
|
+$71.6K
|
+740
|
+3%
|
|
|
1979
|
Strategic Wealth Management Group
Fulton,
Maryland
|
$2.3M
|
+$91K
|
+940
|
+4%
|
|
|
1980
|
RBA Wealth Management
Newport Beach,
California
|
$2.3M
|
+$1.81M
|
+18,740
|
+386%
|
|
|
1981
|
Cynosure Group
Salt Lake City,
Utah
|
$2.3M
|
+$399K
|
+4,120
|
+21%
|
|
|
1982
|
Capital Fund Management (CFM)
Paris,
France
|
$2.29M
|
+$647K
|
+6,680
|
+40%
|
|
|
1983
|
KG&L Capital Management
Saint Francisville,
Louisiana
|
$2.29M
|
+$542K
|
+5,600
|
+31%
|
|
|
1984
|
IQ EQ Fund Management
Dublin 2,
Ireland
|
$2.29M
|
-$73.6K
|
-760
|
-3%
|
|
|
1985
|
TrueWealth LLC
Atlanta,
Georgia
|
$2.29M
|
+$147K
|
+1,520
|
+7%
|
|
|
1986
|
Buffington Mohr McNeal
Boise,
Idaho
|
$2.27M
|
+$606K
|
+6,260
|
+37%
|
|
|
1987
|
Segment Wealth Management
Houston,
Texas
|
$2.26M
|
-$48.4K
|
-500
|
-2%
|
|
|
1988
|
Pettyjohn Wood & White
Lynchburg,
Virginia
|
$2.26M
|
+$377K
|
+3,900
|
+20%
|
|
|
1989
|
Dumont & Blake Investment Advisors
Princeton,
New Jersey
|
$2.26M
|
+$209K
|
+2,160
|
+10%
|
|
|
1990
|
Mercer Capital Advisers
Little Silver,
New Jersey
|
$2.26M
|
+$368K
|
+3,800
|
+20%
|
|
|
1991
|
Johanson Financial Advisors
Campbell,
California
|
$2.25M
|
+$46.5K
|
+480
|
+2%
|
|
|
1992
|
Concentrum Wealth Management
San Jose,
California
|
$2.25M
|
-$17.4K
|
-180
|
-0.8%
|
|
|
1993
|
Ritholtz Wealth Management
New York
|
$2.25M
|
+$850K
|
+8,780
|
+61%
|
|
|
1994
|
Kingfisher Capital
Charlotte,
North Carolina
|
$2.25M
|
-$660K
|
-6,820
|
-23%
|
|
|
1995
|
Bahl & Gaynor
Cincinnati,
Ohio
|
$2.25M
|
+$23.2K
|
+240
|
+1%
|
|
|
1996
|
Van Leeuwen & Company
Princeton,
New Jersey
|
$2.25M
|
+$451K
|
+4,660
|
+25%
|
|
|
1997
|
Certuity
North Palm Beach,
Florida
|
$2.25M
|
+$697K
|
+7,200
|
+45%
|
|
|
1998
|
RFG Advisory
Birmingham,
Alabama
|
$2.24M
|
+$304K
|
+3,140
|
+16%
|
|
|
1999
|
Beacon Financial Group
Dallas,
Texas
|
$2.24M
|
+$27.1K
|
+280
|
+1%
|
|
|
2000
|
Tradition Asset Management
Richmond,
Virginia
|
$2.22M
|
+$1.75M
|
+18,100
|
+383%
|
|
