|
1976
|
Edgewood Management
Greenwich,
Connecticut
|
$4.94M
|
-$377K
|
-3,301
|
-8%
|
|
|
1977
|
Lorne Steinberg Wealth Management
Montreal, Quebec,
Canada
|
$4.94M
|
+$159K
|
+1,391
|
+4%
|
|
|
1978
|
Chemistry Wealth Management
New York
|
$4.93M
|
+$437K
|
+3,828
|
+11%
|
|
|
1979
|
Sonnipe Ltd
Douglas,
Isle Of Man
|
$4.91M
|
–
|
–
|
–
|
|
|
1980
|
TFG Advisers
Auburn Hills,
Michigan
|
$4.91M
|
+$93.1K
|
+815
|
+2%
|
|
|
1981
|
White Pine Investment Company
Livonia,
Michigan
|
$4.9M
|
-$131K
|
-1,149
|
-3%
|
|
|
1982
|
Trinity Legacy Partners
Houston,
Texas
|
$4.9M
|
+$465K
|
+4,069
|
+12%
|
|
|
1983
|
All Terrain Financial Advisors
Coon Rapids,
Minnesota
|
$4.9M
|
-$2.28K
|
-20
|
-0.1%
|
|
|
1984
|
Zhang Financial
Portage,
Michigan
|
$4.9M
|
-$175K
|
-1,534
|
-4%
|
|
|
1985
|
Archford Capital Strategies
Swansea,
Illinois
|
$4.87M
|
+$308K
|
+2,696
|
+8%
|
|
|
1986
|
Kingfisher Capital
Charlotte,
North Carolina
|
$4.86M
|
-$76.5K
|
-670
|
-2%
|
|
|
1987
|
PDS Planning
Dublin,
Ohio
|
$4.86M
|
+$301K
|
+2,639
|
+8%
|
|
|
1988
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$4.86M
|
-$87.7K
|
-768
|
-2%
|
|
|
1989
|
TBH Global Asset Management
Brentwood,
Tennessee
|
$4.85M
|
+$43.5K
|
+381
|
+1%
|
|
|
1990
|
Hixon Zuercher
Findlay,
Ohio
|
$4.85M
|
+$16.8K
|
+147
|
+0.4%
|
|
|
1991
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$4.84M
|
+$305K
|
+2,668
|
+8%
|
|
|
1992
|
Beta Wealth Group
San Diego,
California
|
$4.84M
|
+$657K
|
+5,753
|
+18%
|
|
|
1993
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$4.84M
|
-$1.93M
|
-16,878
|
-31%
|
|
|
1994
|
Difesa Capital Management
New York
|
$4.84M
|
–
|
–
|
–
|
|
|
1995
|
Glynn Capital Management
Menlo Park,
California
|
$4.83M
|
–
|
–
|
–
|
|
|
1996
|
Prosperity Consulting Group
Owings Mills,
Maryland
|
$4.83M
|
-$83.5K
|
-731
|
-2%
|
|
|
1997
|
Sargent Investment Group
Bethesda,
Maryland
|
$4.8M
|
+$48K
|
+420
|
+1%
|
|
|
1998
|
Wealth Advisors of Tampa Bay
Tampa,
Florida
|
$4.8M
|
-$1.71K
|
-15
|
-0%
|
|
|
1999
|
Brown, Lisle/Cummings
Providence,
Rhode Island
|
$4.79M
|
+$197K
|
+1,725
|
+5%
|
|
|
2000
|
Sculati Wealth Management
Bloomfield Hills,
Michigan
|
$4.79M
|
+$40.2K
|
+352
|
+1%
|
|
