|
1976
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$534K
|
-$5.34K
|
-115
|
-1%
|
|
|
1977
|
BlueCrest Capital Management
St Helier,
Jersey
|
$532K
|
+$516K
|
+11,101
|
New
|
|
|
1978
|
GQ Asset Management
New York City,
New York
|
$531K
|
+$163K
|
+3,509
|
+46%
|
|
|
1979
|
Symmetry Partners
Glastonbury,
Connecticut
|
$529K
|
-$1.7M
|
-36,662
|
-77%
|
|
|
1980
|
Assenagon Asset Management
Senningerberg,
Luxembourg
|
$527K
|
-$414K
|
-8,903
|
-45%
|
|
|
1981
|
Smith, Moore & Co
Clayton,
Missouri
|
$527K
|
-$212K
|
-4,561
|
-29%
|
|
|
1982
|
Farmers & Merchants Trust Company
Long Beach,
California
|
$527K
|
+$16K
|
+345
|
+3%
|
|
|
1983
|
Reliant Investment Management
Memphis,
Tennessee
|
$526K
|
–
|
–
|
–
|
|
|
1984
|
Davidson Trust Company
Seattle,
Washington
|
$526K
|
+$511K
|
+10,985
|
New
|
|
|
1985
|
Weybosset Research & Management
Province,
Rhode Island
|
$525K
|
–
|
–
|
–
|
|
|
1986
|
Sun Life Financial
Toronto,
Ontario, Canada
|
$524K
|
-$37.6K
|
-810
|
-7%
|
|
|
1987
|
Personal CFO Solutions
Chester,
New Jersey
|
$519K
|
+$258K
|
+5,555
|
+114%
|
|
|
1988
|
Wolff Financial Management
Kalamazoo,
Michigan
|
$516K
|
–
|
–
|
–
|
|
|
1989
|
McGuire Investment Group
Wakefield,
Rhode Island
|
$516K
|
+$6.46K
|
+139
|
+1%
|
|
|
1990
|
Garde Capital
Seattle,
Washington
|
$516K
|
+$10.6K
|
+227
|
+2%
|
|
|
1991
|
Argent Wealth Management
Waltham,
Massachusetts
|
$515K
|
+$499K
|
+10,733
|
New
|
|
|
1992
|
Confluence Wealth Management
Portland,
Oregon
|
$511K
|
-$16.5K
|
-355
|
-3%
|
|
|
1993
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$506K
|
-$790
|
-17
|
-0.2%
|
|
|
1994
|
Quantinno Capital Management
New York
|
$506K
|
–
|
–
|
–
|
|
|
1995
|
Nadler Financial Group
Deerfield,
Illinois
|
$506K
|
+$3.3K
|
+71
|
+0.7%
|
|
|
1996
|
Raab & Moskowitz Asset Management
Chatham,
New Jersey
|
$506K
|
+$3.95K
|
+85
|
+0.8%
|
|
|
1997
|
Bridgeworth
Birmingham,
Alabama
|
$505K
|
+$139K
|
+2,985
|
+40%
|
|
|
1998
|
Sky Investment Group
Hartford,
Connecticut
|
$503K
|
+$5.58K
|
+120
|
+1%
|
|
|
1999
|
Kalos Management
Alpharetta,
Georgia
|
$502K
|
+$604
|
+13
|
+0.1%
|
|
|
2000
|
SkyOak Wealth
Southfield,
Michigan
|
$502K
|
+$487K
|
+10,469
|
New
|
|
