|
1976
|
Whipplewood Advisors
Littleton,
Colorado
|
$13.3K
|
+$13.6K
|
+65
|
+813%
|
|
|
1977
|
JDM Financial Group
Austin,
Texas
|
$13.1K
|
–
|
–
|
–
|
|
|
1978
|
Nvest Wealth Strategies
Powell,
Ohio
|
$13K
|
–
|
–
|
–
|
|
|
1979
|
Triumph Capital Management
Denver,
Colorado
|
$12.8K
|
+$1.67K
|
+8
|
+13%
|
|
|
1980
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$12.8K
|
+$14.6K
|
+70
|
New
|
|
|
1981
|
DecisionPoint Financial
Mesa,
Arizona
|
$12.4K
|
–
|
–
|
–
|
|
|
1982
|
Bare Financial Services
Gap,
Pennsylvania
|
$12.4K
|
+$5.02K
|
+24
|
+55%
|
|
|
1983
|
TFC Financial Management
Boston,
Massachusetts
|
$12K
|
-$3.56K
|
-17
|
-20%
|
|
|
1984
|
Anfield Capital Management
Irvine,
California
|
$11.9K
|
+$13.6K
|
+65
|
New
|
|
|
1985
|
Godfrey Financial Associates
Glenmont,
New York
|
$11.9K
|
–
|
–
|
–
|
|
|
1986
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$11.6K
|
-$1.25K
|
-6
|
-9%
|
|
|
1987
|
|
$11.5K
|
+$209
|
+1
|
+2%
|
|
|
1988
|
Clark Wealth Partners
O'fallon,
Illinois
|
$11.2K
|
–
|
–
|
–
|
|
|
1989
|
Torren Management
San Diego,
California
|
$11.1K
|
-$97.5K
|
-466
|
-88%
|
|
|
1990
|
E Fund Management (HK)
Central,
Hong Kong
|
$11.1K
|
–
|
–
|
–
|
|
|
1991
|
Lodestone Wealth Management
Spokane,
Washington
|
$11.1K
|
+$837
|
+4
|
+7%
|
|
|
1992
|
Global Wealth Strategies & Associates
Denver,
Colorado
|
$10.9K
|
–
|
–
|
–
|
|
|
1993
|
Curio Wealth
Annapolis,
Maryland
|
$10.2K
|
+$209
|
+1
|
+2%
|
|
|
1994
|
Estabrook Capital Management
New York
|
$10.2K
|
+$11.7K
|
+56
|
New
|
|
|
1995
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$10K
|
-$1.88K
|
-9
|
-14%
|
|
|
1996
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$9.85K
|
-$31.6K
|
-151
|
-74%
|
|
|
1997
|
Caldwell Sutter Capital
Sausalito,
California
|
$9.49K
|
–
|
–
|
–
|
|
|
1998
|
Magnolia Wealth Management
Dothan,
Alabama
|
$9.12K
|
+$10.5K
|
+50
|
New
|
|
|
1999
|
Midway Capital Research & Management
Chicago,
Illinois
|
$9.12K
|
+$10.5K
|
+50
|
New
|
|
|
2000
|
West Branch Capital
Amherst,
Massachusetts
|
$8.94K
|
–
|
–
|
–
|
|
