|
1976
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$53.4K
|
+$52.7K
|
+629
|
New
|
|
|
1977
|
Bray Capital Advisors
Naples,
Florida
|
$53K
|
–
|
–
|
–
|
|
|
1978
|
Tacita Capital
Toronto,
Ontario, Canada
|
$51K
|
-$12.6K
|
-150
|
-20%
|
|
|
1979
|
EARNEST Partners
Atlanta,
Georgia
|
$51K
|
–
|
–
|
–
|
|
|
1980
|
Providence Capital Advisors
Charlotte,
North Carolina
|
$51K
|
–
|
–
|
–
|
|
|
1981
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$48K
|
-$3.02K
|
-36
|
-6%
|
|
|
1982
|
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
$48K
|
-$1.68K
|
-20
|
-3%
|
|
|
1983
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$48K
|
–
|
–
|
–
|
|
|
1984
|
Reilly Financial Advisors
La Mesa,
California
|
$48K
|
+$12.9K
|
+154
|
+38%
|
|
|
1985
|
Sage Private Wealth Group
Oakbrook Terrace,
Illinois
|
$45K
|
+$251
|
+3
|
+0.6%
|
|
|
1986
|
Liberty Wealth Management
Oakland,
California
|
$44K
|
+$7.79K
|
+93
|
+22%
|
|
|
1987
|
Antonetti Capital Management
Naples,
Florida
|
$42K
|
+$41.9K
|
+500
|
New
|
|
|
1988
|
Tower View Wealth Management
Shorewood,
Wisconsin
|
$42K
|
+$41.9K
|
+500
|
New
|
|
|
1989
|
Albion Financial Group
Salt Lake City,
Utah
|
$41K
|
–
|
–
|
–
|
|
|
1990
|
Firestone Capital Management
Coral Gables,
Florida
|
$39K
|
–
|
–
|
–
|
|
|
1991
|
Solstein Capital
Menlo Park,
California
|
$39K
|
–
|
–
|
–
|
|
|
1992
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$39K
|
+$84
|
+1
|
+0.2%
|
|
|
1993
|
Smith Group Asset Management
Dallas,
Texas
|
$38K
|
–
|
–
|
–
|
|
|
1994
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$37K
|
-$381K
|
-4,548
|
-91%
|
|
|
1995
|
Cahill Financial Advisors
Edina,
Minnesota
|
$37K
|
+$36.3K
|
+433
|
New
|
|
|
1996
|
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
|
$36K
|
-$168
|
-2
|
-0.5%
|
|
|
1997
|
PrairieView Partners
St. Paul,
Minnesota
|
$35K
|
-$6.03K
|
-72
|
-15%
|
|
|
1998
|
Front Row Advisors
Tiburon,
California
|
$31K
|
–
|
–
|
–
|
|
|
1999
|
Penserra Capital Management
Orinda,
California
|
$31K
|
+$6.03K
|
+72
|
+24%
|
|
|
2000
|
Financial Perspectives
Minneapolis,
Minnesota
|
$30.7K
|
–
|
–
|
–
|
|
