|
1976
|
Westfield Capital Management
Boston,
Massachusetts
|
$1.45M
|
-$198K
|
-1,075
|
-12%
|
|
|
1977
|
FLC Capital Advisors
Palm Desert,
California
|
$1.45M
|
-$3.69K
|
-20
|
-0.3%
|
|
|
1978
|
Strategic Family Wealth Counselors
Fairfield,
New Jersey
|
$1.45M
|
+$16.2K
|
+88
|
+1%
|
|
|
1979
|
Global Financial Private Client
Sarasota,
Florida
|
$1.45M
|
-$3.32K
|
-18
|
-0.2%
|
|
|
1980
|
Cordant Inc
Portland,
Oregon
|
$1.43M
|
+$1.42M
|
+7,699
|
+24,059%
|
|
|
1981
|
KDI Capital Partners
Raleigh,
North Carolina
|
$1.42M
|
+$431K
|
+2,338
|
+44%
|
|
|
1982
|
Congress Park Capital
Saratoga Springs,
New York
|
$1.42M
|
–
|
–
|
–
|
|
|
1983
|
Providence Wealth Advisors
Frankfort,
Illinois
|
$1.41M
|
+$738
|
+4
|
+0.1%
|
|
|
1984
|
Matrix Private Capital Group
New York
|
$1.41M
|
-$30.2K
|
-164
|
-2%
|
|
|
1985
|
Apriem Advisors
Irvine,
California
|
$1.41M
|
+$19.2K
|
+104
|
+1%
|
|
|
1986
|
Palumbo Wealth Management
Great Neck,
New York
|
$1.41M
|
+$17.3K
|
+94
|
+1%
|
|
|
1987
|
Merrion Investment Management
Cranford,
New Jersey
|
$1.4M
|
-$8.11K
|
-44
|
-0.6%
|
|
|
1988
|
Berkeley Capital Partners
Milton,
Georgia
|
$1.39M
|
+$204K
|
+1,105
|
+17%
|
|
|
1989
|
Gradient Investments
Arden Hills,
Minnesota
|
$1.39M
|
-$12.4K
|
-67
|
-0.9%
|
|
|
1990
|
Detalus Advisors
St. Louis,
Missouri
|
$1.39M
|
+$1.84K
|
+10
|
+0.1%
|
|
|
1991
|
Crestline Management
Fort Worth,
Texas
|
$1.38M
|
-$1.36M
|
-7,400
|
-50%
|
|
|
1992
|
Excalibur Management
Waltham,
Massachusetts
|
$1.38M
|
-$27.3K
|
-148
|
-2%
|
|
|
1993
|
Xcel Wealth Management
Holly Hill,
Florida
|
$1.38M
|
+$78.7K
|
+427
|
+6%
|
|
|
1994
|
Gleason Group
Prospect,
Kentucky
|
$1.38M
|
–
|
–
|
–
|
|
|
1995
|
Hayek Kallen Investment Management
Fairhope,
Alabama
|
$1.38M
|
–
|
–
|
–
|
|
|
1996
|
|
$1.38M
|
–
|
–
|
–
|
|
|
1997
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$1.37M
|
+$1.03M
|
+5,602
|
+304%
|
|
|
1998
|
FAS Wealth Partners
Leawood,
Kansas
|
$1.37M
|
+$165K
|
+897
|
+14%
|
|
|
1999
|
Legacy Capital Partners
Milwaukee,
Wisconsin
|
$1.37M
|
+$18.8K
|
+102
|
+1%
|
|
|
2000
|
Laird Norton Wetherby Trust Company
Seattle,
Washington
|
$1.37M
|
-$15.7K
|
-85
|
-1%
|
|
