|
1976
|
Pinpoint Asset Management (Singapore)
Singapore,
|
$4.13M
|
+$465K
|
+1,517
|
+14%
|
|
|
1977
|
Quadcap Wealth Management
Frisco,
Texas
|
$4.12M
|
-$90.2K
|
-294
|
-2%
|
|
|
1978
|
Prelude Capital Management
New York
|
$4.11M
|
+$2.67M
|
+8,694
|
+231%
|
|
|
1979
|
Taikang Asset Management (HK)
Hong Kong
|
$4.1M
|
+$3.82M
|
+12,438
|
New
|
|
|
1980
|
LCM Capital Management
Chicago,
Illinois
|
$4.1M
|
+$5.52K
|
+18
|
+0.1%
|
|
|
1981
|
Main Management ETF Advisors
San Francisco,
California
|
$4.09M
|
-$1.59M
|
-5,192
|
-30%
|
|
|
1982
|
Consilium Wealth Advisory
Richardson,
Texas
|
$4.09M
|
-$165K
|
-539
|
-4%
|
|
|
1983
|
Tred Avon Family Wealth
Easton,
Maryland
|
$4.07M
|
+$3.78M
|
+12,326
|
New
|
|
|
1984
|
Gradient Capital Advisors
San Diego,
California
|
$4.06M
|
-$125K
|
-406
|
-3%
|
|
|
1985
|
Stiles Financial Services
Edina,
Minnesota
|
$4.05M
|
+$193K
|
+630
|
+5%
|
|
|
1986
|
Mark Asset Management
New York
|
$4.01M
|
+$3.73M
|
+12,154
|
New
|
|
|
1987
|
Hudson Bay Capital Management
Stamford,
Connecticut
|
$4M
|
+$3.72M
|
+12,126
|
New
|
|
|
1988
|
Aviso Wealth Management
Bellevue,
Washington
|
$4M
|
-$248K
|
-808
|
-6%
|
|
|
1989
|
NCP Inc
La Quinta,
California
|
$3.99M
|
-$544K
|
-1,774
|
-13%
|
|
|
1990
|
Plan Group Financial
Oklahoma City,
Oklahoma
|
$3.99M
|
+$38K
|
+124
|
+1%
|
|
|
1991
|
Taylor & Morgan Wealth Management
Flint,
Michigan
|
$3.99M
|
-$11K
|
-36
|
-0.3%
|
|
|
1992
|
Strategic Advocates
Logan,
Utah
|
$3.98M
|
+$213K
|
+695
|
+6%
|
|
|
1993
|
Interchange Capital Partners
Pittsburgh,
Pennsylvania
|
$3.98M
|
+$1.01M
|
+3,280
|
+37%
|
|
|
1994
|
BNC Wealth Management
Beaverton,
Oregon
|
$3.97M
|
+$3.7M
|
+12,048
|
New
|
|
|
1995
|
Investment Research Partners
Lemont,
Pennsylvania
|
$3.97M
|
+$3.15M
|
+10,276
|
New
|
|
|
1996
|
Defined Wealth Management
Beaverton,
Oregon
|
$3.97M
|
+$51.5K
|
+168
|
+1%
|
|
|
1997
|
Aprio Wealth Management
Atlanta,
Georgia
|
$3.96M
|
+$283K
|
+923
|
+8%
|
|
|
1998
|
FSM Wealth Advisors
Cleveland,
Ohio
|
$3.96M
|
+$552K
|
+1,799
|
+18%
|
|
|
1999
|
GraniteShares Advisors
New York
|
$3.95M
|
-$301K
|
-982
|
-8%
|
|
|
2000
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Tel Aviv,
Israel
|
$3.94M
|
–
|
–
|
–
|
|
