|
1976
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$107K
|
+$36.2K
|
+166
|
+47%
|
|
|
1977
|
Wayfinding Financial
Lynnwood,
Washington
|
$104K
|
+$111K
|
+507
|
New
|
|
|
1978
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$100K
|
-$17.5K
|
-80
|
-14%
|
|
|
1979
|
WPG Advisers
Baltimore,
Maryland
|
$99.6K
|
+$2.84K
|
+13
|
+3%
|
|
|
1980
|
Versant Capital Management
Phoenix,
Arizona
|
$97.4K
|
-$1.09K
|
-5
|
-1%
|
|
|
1981
|
Meag Munich Ergo
Munich,
Germany
|
$95.7K
|
-$172K
|
-788
|
-63%
|
|
|
1982
|
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
|
$94.7K
|
+$10K
|
+46
|
+11%
|
|
|
1983
|
Blume Capital Management
Berkeley,
California
|
$93.5K
|
+$1.31K
|
+6
|
+1%
|
|
|
1984
|
Millstone Evans Group
Boulder,
Colorado
|
$89.8K
|
–
|
–
|
–
|
|
|
1985
|
Community Bank
Dewitt,
New York
|
$89.2K
|
–
|
–
|
–
|
|
|
1986
|
Flaharty Asset Management
Clearwater,
Florida
|
$88.2K
|
+$93.9K
|
+430
|
New
|
|
|
1987
|
Crewe Advisors
Salt Lake City,
Utah
|
$86.9K
|
+$2.4K
|
+11
|
+3%
|
|
|
1988
|
Bruce G. Allen Investments
Denver,
Colorado
|
$84.7K
|
-$4.8K
|
-22
|
-5%
|
|
|
1989
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$84K
|
+$67.2K
|
+308
|
+308%
|
|
|
1990
|
Rise Advisors
Rochester,
New York
|
$81.9K
|
+$10.9K
|
+50
|
+14%
|
|
|
1991
|
Fortitude Family Office
Scottsdale,
Arizona
|
$79.3K
|
-$4.37K
|
-20
|
-5%
|
|
|
1992
|
SIMA Wealth Partners
North Chesterfield,
Virginia
|
$77.9K
|
-$104K
|
-477
|
-56%
|
|
|
1993
|
Physician Wealth Advisors
Midvale,
Utah
|
$77.9K
|
+$5.24K
|
+24
|
+7%
|
|
|
1994
|
Annis Gardner Whiting Capital Advisors
Tampa,
Florida
|
$77.4K
|
-$14.2K
|
-65
|
-15%
|
|
|
1995
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$76.7K
|
+$11.1K
|
+51
|
+16%
|
|
|
1996
|
Washington Trust Advisors
Wellesley,
Massachusetts
|
$75.9K
|
+$48K
|
+220
|
+147%
|
|
|
1997
|
Oakworth Capital
Birmingham,
Alabama
|
$74.6K
|
–
|
–
|
–
|
|
|
1998
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$72.6K
|
+$15.1K
|
+69
|
+23%
|
|
|
1999
|
Breakwater Investment Management
Seattle,
Washington
|
$69.9K
|
–
|
–
|
–
|
|
|
2000
|
Dakota Community Bank & Trust
Hebron,
North Dakota
|
$68.5K
|
+$3.06K
|
+14
|
+4%
|
|
