|
1976
|
Gilder Gagnon Howe & Co
New York
|
$540K
|
+$256K
|
+1,243
|
+92%
|
|
|
1977
|
Landaas & Company
Milwaukee,
Wisconsin
|
$537K
|
–
|
–
|
–
|
|
|
1978
|
Dearborn Partners
Chicago,
Illinois
|
$536K
|
-$362K
|
-1,755
|
-41%
|
|
|
1979
|
Legacy Bridge
West Des Moines,
Iowa
|
$536K
|
-$125K
|
-609
|
-19%
|
|
|
1980
|
Aries Wealth Management
Portland,
Maine
|
$536K
|
-$103K
|
-500
|
-16%
|
|
|
1981
|
Beaton Management Company
Haverhill,
Massachusetts
|
$533K
|
+$11.3K
|
+55
|
+2%
|
|
|
1982
|
Advisors Capital Management
Ridgewood,
New Jersey
|
$532K
|
+$13.2K
|
+64
|
+3%
|
|
|
1983
|
Surevest
Los Angeles,
California
|
$531K
|
+$2.06K
|
+10
|
+0.4%
|
|
|
1984
|
Southport Capital Management
Chattanooga,
Tennessee
|
$530K
|
+$30.9K
|
+150
|
+6%
|
|
|
1985
|
GSA Capital Partners
London,
United Kingdom
|
$530K
|
+$258K
|
+1,250
|
+96%
|
|
|
1986
|
O'Dell Group
Cincinnati,
Ohio
|
$528K
|
–
|
–
|
–
|
|
|
1987
|
WealthOne
Albany,
New York
|
$525K
|
–
|
–
|
–
|
|
|
1988
|
AssetMark Inc
Concord,
California
|
$524K
|
-$10.7K
|
-52
|
-2%
|
|
|
1989
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$524K
|
–
|
–
|
–
|
|
|
1990
|
Foster Victor Wealth Advisors
Greenville,
South Carolina
|
$521K
|
+$179K
|
+868
|
+53%
|
|
|
1991
|
Congress Asset Management
Boston,
Massachusetts
|
$518K
|
–
|
–
|
–
|
|
|
1992
|
Norway Savings Bank
Portland,
Maine
|
$518K
|
+$18.5K
|
+90
|
+4%
|
|
|
1993
|
Axiom Investment Management
New York
|
$517K
|
-$2.52M
|
-12,215
|
-83%
|
|
|
1994
|
WealthStone
Columbus,
Ohio
|
$516K
|
-$1.68M
|
-8,150
|
-77%
|
|
|
1995
|
MV Capital Management
Bethesda,
Maryland
|
$515K
|
-$10.9K
|
-53
|
-2%
|
|
|
1996
|
Crewe Advisors
Salt Lake City,
Utah
|
$515K
|
-$6.18K
|
-30
|
-1%
|
|
|
1997
|
Home Federal Bank of Tennessee
Knoxville,
Tennessee
|
$514K
|
+$20.6K
|
+100
|
+4%
|
|
|
1998
|
JGP Wealth Management
Bend,
Oregon
|
$513K
|
+$3.09K
|
+15
|
+0.6%
|
|
|
1999
|
Avion Wealth
The Woodlands,
Texas
|
$513K
|
+$508K
|
+2,465
|
New
|
|
|
2000
|
American Economic Planning Group
Warren,
New Jersey
|
$512K
|
-$19.8K
|
-96
|
-4%
|
|
