|
1976
|
EARNEST Partners
Atlanta,
Georgia
|
$255K
|
+$208K
|
+2,892
|
New
|
|
|
1977
|
Frederick Financial Consultants
Frederick,
Maryland
|
$255K
|
+$208K
|
+2,888
|
New
|
|
|
1978
|
|
$253K
|
-$100K
|
-1,394
|
-33%
|
|
|
1979
|
Alliance Wealth Advisors (Pennsylvania)
Scranton,
Pennsylvania
|
$251K
|
+$205K
|
+2,844
|
New
|
|
|
1980
|
Destination Wealth Management
Walnut Creek,
California
|
$250K
|
+$204K
|
+2,836
|
New
|
|
|
1981
|
Dutch Asset Corp
Selkirk,
New York
|
$250K
|
+$204K
|
+2,830
|
New
|
|
|
1982
|
Steel Grove Capital Advisors
Memphis,
Tennessee
|
$249K
|
+$204K
|
+2,830
|
New
|
|
|
1983
|
Key Financial Inc
West Chester,
Pennsylvania
|
$249K
|
–
|
–
|
–
|
|
|
1984
|
Valmark Advisers
Akron,
Ohio
|
$248K
|
+$202K
|
+2,808
|
New
|
|
|
1985
|
Avalon Capital Management
Port Of Redwood City,
California
|
$247K
|
+$202K
|
+2,800
|
New
|
|
|
1986
|
Systematic Alpha Investments
Princeton,
New Jersey
|
$247K
|
+$202K
|
+2,800
|
New
|
|
|
1987
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$246K
|
-$12.1K
|
-168
|
-5%
|
|
|
1988
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$246K
|
+$201K
|
+2,786
|
New
|
|
|
1989
|
Sovereign Financial Group
Stamford,
Connecticut
|
$245K
|
+$201K
|
+2,784
|
New
|
|
|
1990
|
May Hill Capital
Cohasset,
Massachusetts
|
$245K
|
+$200K
|
+2,778
|
New
|
|
|
1991
|
RiverGlades Family Offices
Naples,
Florida
|
$244K
|
+$199K
|
+2,764
|
New
|
|
|
1992
|
First County Bank
Stamford,
Connecticut
|
$243K
|
+$199K
|
+2,762
|
New
|
|
|
1993
|
Focused Wealth Management
Newburgh,
New York
|
$242K
|
+$24.8K
|
+344
|
+14%
|
|
|
1994
|
Patten & Patten
Chattanooga,
Tennessee
|
$242K
|
+$198K
|
+2,744
|
New
|
|
|
1995
|
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
|
$240K
|
+$209K
|
+2,900
|
New
|
|
|
1996
|
ProCore Advisors
Newport Beach,
California
|
$240K
|
+$196K
|
+2,720
|
New
|
|
|
1997
|
New England Capital Financial Advisors
Meriden,
Connecticut
|
$240K
|
+$47.7K
|
+662
|
+32%
|
|
|
1998
|
Plancorp LLC
Saint Louis,
Missouri
|
$239K
|
-$39.2K
|
-544
|
-15%
|
|
|
1999
|
Cypress Capital
Franklin,
Tennessee
|
$238K
|
+$194K
|
+2,698
|
New
|
|
|
2000
|
Summit Wealth Group
White River Junction,
Vermont
|
$238K
|
+$194K
|
+2,696
|
New
|
|
