|
1976
|
Wealth Alliance
Mellville,
New York
|
$1.58M
|
+$4.3K
|
+15
|
+0.3%
|
|
|
1977
|
Pacific Wealth Strategies Group
Santa Barbara,
California
|
$1.58M
|
+$212K
|
+740
|
+16%
|
|
|
1978
|
MidWestOne Financial Group
Iowa City,
Iowa
|
$1.57M
|
-$57.3K
|
-200
|
-4%
|
|
|
1979
|
United Asset Strategies
Garden City,
New York
|
$1.57M
|
+$59K
|
+206
|
+4%
|
|
|
1980
|
Skylands Capital
Milwaukee,
Wisconsin
|
$1.57M
|
-$401K
|
-1,400
|
-21%
|
|
|
1981
|
Private Capital Group
West Hartford,
Connecticut
|
$1.57M
|
-$13.5K
|
-47
|
-0.9%
|
|
|
1982
|
Gradient Capital Advisors
San Diego,
California
|
$1.57M
|
+$35.8K
|
+125
|
+2%
|
|
|
1983
|
Schnieders Capital Management
Pasadena,
California
|
$1.56M
|
–
|
–
|
–
|
|
|
1984
|
Taurus Asset Management
New York
|
$1.55M
|
-$150K
|
-523
|
-9%
|
|
|
1985
|
Regent Investment Management
Louisville,
Kentucky
|
$1.55M
|
+$14.3K
|
+50
|
+1%
|
|
|
1986
|
Gilder Gagnon Howe & Co
New York
|
$1.55M
|
+$8.02K
|
+28
|
+0.5%
|
|
|
1987
|
LGL Partners
Philadelphia,
Pennsylvania
|
$1.54M
|
+$35.8K
|
+125
|
+2%
|
|
|
1988
|
Lumature Wealth Partners
Alpharetta,
Georgia
|
$1.54M
|
+$57.9K
|
+202
|
+4%
|
|
|
1989
|
Executive Wealth Management
Brighton,
Michigan
|
$1.54M
|
+$936K
|
+3,269
|
+173%
|
|
|
1990
|
FourThought Financial
Venice,
Florida
|
$1.54M
|
-$200K
|
-700
|
-12%
|
|
|
1991
|
Conway Capital Management
Burbank,
California
|
$1.54M
|
-$64.7K
|
-226
|
-4%
|
|
|
1992
|
Two Sigma Investments
New York
|
$1.53M
|
+$1.47M
|
+5,124
|
New
|
|
|
1993
|
Galibier Capital Management
Toronto,
Ontario, Canada
|
$1.53M
|
-$333K
|
-1,162
|
-19%
|
|
|
1994
|
Parcion Private Wealth
Bellevue,
Washington
|
$1.53M
|
+$32.4K
|
+113
|
+2%
|
|
|
1995
|
WealthShield Partners
Cary,
North Carolina
|
$1.53M
|
+$203K
|
+710
|
+16%
|
|
|
1996
|
Evernest Financial Advisors
Carmel,
Indiana
|
$1.53M
|
+$1.1M
|
+3,838
|
New
|
|
|
1997
|
Stewart & Patten Company
Lafayette,
California
|
$1.53M
|
–
|
–
|
–
|
|
|
1998
|
Bath Savings Trust
Bath,
Maine
|
$1.53M
|
-$57.3K
|
-200
|
-4%
|
|
|
1999
|
Artemis Wealth Advisors
New York
|
$1.52M
|
-$416K
|
-1,454
|
-22%
|
|
|
2000
|
Quattro Financial Advisors
The Woodlands,
Texas
|
$1.51M
|
–
|
–
|
–
|
|
