|
1976
|
Hourglass Capital
Houston,
Texas
|
$3.33M
|
–
|
–
|
–
|
|
|
1977
|
Firethorn Wealth Partners
Augusta,
Georgia
|
$3.32M
|
+$681K
|
+1,540
|
+27%
|
|
|
1978
|
Adero Partners
Pleasanton,
California
|
$3.32M
|
-$65.4K
|
-148
|
-2%
|
|
|
1979
|
Journey Advisory Group
Covington,
Kentucky
|
$3.3M
|
–
|
–
|
–
|
|
|
1980
|
Community Financial Services Group
Newport,
Vermont
|
$3.3M
|
-$214K
|
-483
|
-6%
|
|
|
1981
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$3.3M
|
–
|
–
|
–
|
|
|
1982
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$3.29M
|
+$200K
|
+452
|
+7%
|
|
|
1983
|
MGB Wealth Management
Addison,
Texas
|
$3.29M
|
+$111K
|
+250
|
+4%
|
|
|
1984
|
SOL Capital Management
Rockville,
Maryland
|
$3.28M
|
–
|
–
|
–
|
|
|
1985
|
Greater Midwest Financial Group
St. Paul,
Minnesota
|
$3.27M
|
+$65K
|
+147
|
+2%
|
|
|
1986
|
Two Sigma Advisers
New York
|
$3.27M
|
+$3.14M
|
+7,100
|
New
|
|
|
1987
|
Callan Capital
La Jolla,
California
|
$3.27M
|
+$50K
|
+113
|
+2%
|
|
|
1988
|
Horizon Investments
Charlotte,
North Carolina
|
$3.26M
|
-$135K
|
-306
|
-4%
|
|
|
1989
|
|
$3.26M
|
+$308K
|
+696
|
+11%
|
|
|
1990
|
First National Bank of Mount Dora
Mount Dora,
Florida
|
$3.26M
|
-$43.8K
|
-99
|
-1%
|
|
|
1991
|
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
$3.25M
|
-$333K
|
-753
|
-10%
|
|
|
1992
|
Investment Research & Advisory Group
Atlanta,
Georgia
|
$3.25M
|
+$40.2K
|
+91
|
+1%
|
|
|
1993
|
Independence Bank of Kentucky
Owensboro,
Kentucky
|
$3.24M
|
+$553K
|
+1,250
|
+22%
|
|
|
1994
|
Maple Capital Management
Montpelier,
Vermont
|
$3.23M
|
+$440K
|
+996
|
+17%
|
|
|
1995
|
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
$3.23M
|
+$97.7K
|
+221
|
+3%
|
|
|
1996
|
Augustine Asset Management
Jacksonville,
Florida
|
$3.23M
|
-$15.5K
|
-35
|
-0.5%
|
|
|
1997
|
Cahaba Wealth Management
Atlanta,
Georgia
|
$3.22M
|
+$51.7K
|
+117
|
+2%
|
|
|
1998
|
Lederer & Associates Investment Counsel
Long Beach,
California
|
$3.22M
|
-$135K
|
-306
|
-4%
|
|
|
1999
|
Pension & Wealth Management Advisors
Waltham,
Massachusetts
|
$3.22M
|
+$80.9K
|
+183
|
+3%
|
|
|
2000
|
Asset Management Group
Stamford,
Connecticut
|
$3.22M
|
-$48.2K
|
-109
|
-2%
|
|
