|
1976
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$2.91M
|
–
|
–
|
–
|
|
|
1977
|
MGB Wealth Management
Addison,
Texas
|
$2.91M
|
+$127K
|
+310
|
+5%
|
|
|
1978
|
KLCM Advisors
Milwaukee,
Wisconsin
|
$2.91M
|
+$20K
|
+49
|
+0.7%
|
|
|
1979
|
Mirabella Financial Services
London,
United Kingdom
|
$2.9M
|
+$2.57M
|
+6,291
|
+741%
|
|
|
1980
|
EPG Wealth Management
Atlanta,
Georgia
|
$2.9M
|
-$2.88M
|
-7,046
|
Closed
|
|
|
1981
|
SOL Capital Management
Rockville,
Maryland
|
$2.9M
|
-$68.2K
|
-167
|
-2%
|
|
|
1982
|
Holderness Investments Company
Greensboro,
North Carolina
|
$2.9M
|
-$12.3K
|
-30
|
-0.4%
|
|
|
1983
|
Balyasny Asset Management
Chicago,
Illinois
|
$2.89M
|
+$1.21M
|
+2,972
|
+72%
|
|
|
1984
|
Portside Wealth Group
Provo,
Utah
|
$2.89M
|
+$2.45K
|
+6
|
+0.1%
|
|
|
1985
|
SevenBridge Financial Group
Harrisburg,
Pennsylvania
|
$2.89M
|
+$4.09K
|
+10
|
+0.1%
|
|
|
1986
|
Asset Management Group
Stamford,
Connecticut
|
$2.89M
|
+$25.3K
|
+62
|
+0.9%
|
|
|
1987
|
Tilia Fiduciary Partners
Wilmington,
North Carolina
|
$2.88M
|
+$229K
|
+560
|
+9%
|
|
|
1988
|
James Hambro & Partners
London,
United Kingdom
|
$2.88M
|
+$29K
|
+71
|
+1%
|
|
|
1989
|
SimplyRich
Carlsbad,
California
|
$2.88M
|
-$18.4K
|
-45
|
-0.6%
|
|
|
1990
|
Tectonic Advisors
Frisco,
Texas
|
$2.87M
|
+$45.8K
|
+112
|
+2%
|
|
|
1991
|
Augustine Asset Management
Jacksonville,
Florida
|
$2.87M
|
–
|
–
|
–
|
|
|
1992
|
|
$2.86M
|
+$91.9K
|
+225
|
+3%
|
|
|
1993
|
Walker Financial Services
Bowling Green,
Kentucky
|
$2.85M
|
+$154K
|
+376
|
+6%
|
|
|
1994
|
Stevard LLC
Chicago,
Illinois
|
$2.85M
|
–
|
–
|
–
|
|
|
1995
|
Founders Financial Securities
Towson,
Maryland
|
$2.85M
|
+$413K
|
+1,010
|
+17%
|
|
|
1996
|
Callan Capital
La Jolla,
California
|
$2.84M
|
+$1.23M
|
+3,001
|
+75%
|
|
|
1997
|
Keystone Financial Services (Colorado)
Loveland,
Colorado
|
$2.84M
|
+$159K
|
+389
|
+6%
|
|
|
1998
|
Investment Research & Advisory Group
Atlanta,
Georgia
|
$2.84M
|
-$65K
|
-159
|
-2%
|
|
|
1999
|
Fairhaven Wealth Management
Oak Brook,
Illinois
|
$2.83M
|
-$8.17K
|
-20
|
-0.3%
|
|
|
2000
|
Gemmer Asset Management
Walnut Creek,
California
|
$2.82M
|
+$942K
|
+2,305
|
+50%
|
|
