|
1976
|
New England Professional Planning Group
Westerly,
Rhode Island
|
$398K
|
-$4.31K
|
-125
|
-1%
|
|
|
1977
|
Monetary Management Group
St Louis,
Missouri
|
$397K
|
-$5.18K
|
-150
|
-1%
|
|
|
1978
|
CVA Family Office
Denver,
Colorado
|
$397K
|
+$201K
|
+5,825
|
+131%
|
|
|
1979
|
Alterity Financial Group
Bangor,
Maine
|
$396K
|
+$332K
|
+9,611
|
New
|
|
|
1980
|
Cowen and Company
New York
|
$395K
|
-$1.86M
|
-53,939
|
-84%
|
|
|
1981
|
&Partners
Nashville,
Tennessee
|
$394K
|
+$483
|
+14
|
+0.1%
|
|
|
1982
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$393K
|
+$276
|
+8
|
+0.1%
|
|
|
1983
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$392K
|
+$350K
|
+10,137
|
New
|
|
|
1984
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$389K
|
-$17.6K
|
-510
|
-5%
|
|
|
1985
|
Financial Engines Advisors
Santa Clara,
California
|
$389K
|
+$117K
|
+3,385
|
+51%
|
|
|
1986
|
Arlington Partners
Birmingham,
Alabama
|
$389K
|
+$244K
|
+7,060
|
+235%
|
|
|
1987
|
MMA Asset Management
Conshohocken,
Pennsylvania
|
$388K
|
-$1.35K
|
-39
|
-0.4%
|
|
|
1988
|
Fusion Capital
Mt. Pleasant,
South Carolina
|
$385K
|
-$25.8K
|
-749
|
-7%
|
|
|
1989
|
Red Wave Investments
Dillsburg,
Pennsylvania
|
$384K
|
+$8.56K
|
+248
|
+3%
|
|
|
1990
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$384K
|
+$37.1K
|
+1,076
|
+12%
|
|
|
1991
|
Cooper/Haims Advisors
Victor,
New York
|
$382K
|
+$35
|
+1
|
+0%
|
|
|
1992
|
Punch & Associates Investment Management
Edina,
Minnesota
|
$381K
|
+$340K
|
+9,845
|
New
|
|
|
1993
|
CFM Wealth Partners
Austin,
Texas
|
$380K
|
-$35.5K
|
-1,030
|
-9%
|
|
|
1994
|
Ironwood Investment Management
Boston,
Massachusetts
|
$380K
|
-$6.04K
|
-175
|
-2%
|
|
|
1995
|
Van Strum & Towne
San Francisco,
California
|
$380K
|
–
|
–
|
–
|
|
|
1996
|
Veracity Capital
Atlanta,
Georgia
|
$378K
|
-$12.6K
|
-365
|
-4%
|
|
|
1997
|
Landsberg Bennett & Dubbaneh
Punta Gorda,
Florida
|
$378K
|
-$11.8K
|
-342
|
-3%
|
|
|
1998
|
Nelson Capital Management
Menlo Park,
California
|
$378K
|
+$69
|
+2
|
+0%
|
|
|
1999
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$376K
|
-$31.5K
|
-914
|
-9%
|
|
|
2000
|
TimeScale Financial
Danvers,
Massachusetts
|
$375K
|
+$587
|
+17
|
+0.2%
|
|
