|
1976
|
Sterling Investment Counsel
Buffalo,
New York
|
$1.54M
|
-$93.6K
|
-120
|
-6%
|
|
|
1977
|
Heritage Wealth Management (Ohio)
Cincinnati,
Ohio
|
$1.53M
|
+$1.35M
|
+1,732
|
New
|
|
|
1978
|
Cascade Financial Partners
San Diego,
California
|
$1.53M
|
+$3.9K
|
+5
|
+0.3%
|
|
|
1979
|
Keating Investment Counselors
Delray Beach,
Florida
|
$1.52M
|
-$398K
|
-510
|
-22%
|
|
|
1980
|
Peddock Capital Advisors
Braintree,
Massachusetts
|
$1.52M
|
+$9.36K
|
+12
|
+0.7%
|
|
|
1981
|
Ashton Thomas Securities
Rochester,
New York
|
$1.52M
|
+$1.33M
|
+1,709
|
New
|
|
|
1982
|
Sovereign Financial Group
Stamford,
Connecticut
|
$1.51M
|
+$14.8K
|
+19
|
+1%
|
|
|
1983
|
Silverlake Wealth Management
Williston,
Vermont
|
$1.51M
|
+$303K
|
+388
|
+28%
|
|
|
1984
|
MJP Associates
Farmington,
Connecticut
|
$1.5M
|
-$165K
|
-211
|
-11%
|
|
|
1985
|
Prentice Wealth Management
Rochester,
New York
|
$1.5M
|
-$2.34K
|
-3
|
-0.2%
|
|
|
1986
|
Riverpark Capital Management
New York
|
$1.5M
|
–
|
–
|
–
|
|
|
1987
|
KLCM Advisors
Milwaukee,
Wisconsin
|
$1.5M
|
+$113K
|
+145
|
+9%
|
|
|
1988
|
Pacific Capital Wealth Advisors
Corona,
California
|
$1.5M
|
+$42.1K
|
+54
|
+3%
|
|
|
1989
|
Deroy & Devereaux Private Investment Counsel
Bloomfield Hills,
Michigan
|
$1.5M
|
–
|
–
|
–
|
|
|
1990
|
Munro Partners
Melbourne,
Australia
|
$1.5M
|
-$2.33M
|
-2,980
|
-63%
|
|
|
1991
|
Alpine Woods Capital Investors
Purchase,
New York
|
$1.49M
|
+$251K
|
+322
|
+22%
|
|
|
1992
|
Gladius Capital Management
Chicago,
Illinois
|
$1.48M
|
+$739K
|
+947
|
+118%
|
|
|
1993
|
Great Waters Wealth Management
Shoreview,
Minnesota
|
$1.48M
|
+$14K
|
+18
|
+1%
|
|
|
1994
|
Avidian Wealth Enterprises
Houston,
Texas
|
$1.48M
|
+$108K
|
+139
|
+9%
|
|
|
1995
|
Legacy Financial Advisors
Covington,
Kentucky
|
$1.48M
|
+$13.3K
|
+17
|
+1%
|
|
|
1996
|
Welch Group
Birmingham,
Alabama
|
$1.48M
|
+$6.24K
|
+8
|
+0.5%
|
|
|
1997
|
Wulff, Hansen & Co
San Rafael,
California
|
$1.47M
|
+$195K
|
+250
|
+17%
|
|
|
1998
|
Sonata Capital Group
Seattle,
Washington
|
$1.47M
|
-$3.9K
|
-5
|
-0.3%
|
|
|
1999
|
London Company of Virginia
Richmond,
Virginia
|
$1.47M
|
–
|
–
|
–
|
|
|
2000
|
9258 Wealth Management
Blue Ash,
Ohio
|
$1.46M
|
-$34.3K
|
-44
|
-2%
|
|
