|
1976
|
Westfield Capital Management
Boston,
Massachusetts
|
$743K
|
-$3.33K
|
-30
|
-0.4%
|
|
|
1977
|
Hayek Kallen Investment Management
Fairhope,
Alabama
|
$741K
|
-$30.5K
|
-275
|
-3%
|
|
|
1978
|
SRH Advisors
Salina,
Kansas
|
$740K
|
-$11.1K
|
-100
|
-1%
|
|
|
1979
|
ProVise Management Group
Clearwater,
Florida
|
$739K
|
-$500K
|
-4,504
|
-37%
|
|
|
1980
|
Renasant Bank
Tupelo,
Mississippi
|
$734K
|
+$16.1K
|
+145
|
+2%
|
|
|
1981
|
Zullo Investment Group
Scranton,
Pennsylvania
|
$734K
|
+$71.9K
|
+648
|
+9%
|
|
|
1982
|
WP Advisors
San Francisco,
California
|
$729K
|
+$30.4K
|
+274
|
+4%
|
|
|
1983
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$728K
|
+$44.4K
|
+400
|
+5%
|
|
|
1984
|
Vivaldi Capital Management
Chicago,
Illinois
|
$726K
|
+$83.7K
|
+754
|
+11%
|
|
|
1985
|
Tectonic Advisors
Frisco,
Texas
|
$726K
|
+$113K
|
+1,020
|
+15%
|
|
|
1986
|
Parisi Gray Wealth Management
Mendham,
New Jersey
|
$723K
|
-$116K
|
-1,041
|
-12%
|
|
|
1987
|
Clarity Wealth Advisors
San Jose,
California
|
$723K
|
+$108K
|
+970
|
+14%
|
|
|
1988
|
Wealth Effects
Boston,
Massachusetts
|
$722K
|
-$298K
|
-2,687
|
-26%
|
|
|
1989
|
Core Alternative Capital
Peachtree Corners,
Georgia
|
$722K
|
+$255K
|
+2,299
|
+43%
|
|
|
1990
|
Ridgecrest Wealth Partners
Mill Valley,
California
|
$721K
|
+$15.3K
|
+138
|
+2%
|
|
|
1991
|
High Net Worth Advisory Group
Naples,
Florida
|
$721K
|
+$211K
|
+1,901
|
+33%
|
|
|
1992
|
Financial Management Network
Mission Viejo,
California
|
$720K
|
+$831K
|
+7,485
|
New
|
|
|
1993
|
Kensington Investment Counsel
Long Beach,
California
|
$719K
|
-$75.3K
|
-678
|
-8%
|
|
|
1994
|
Strategic Family Wealth Counselors
Fairfield,
New Jersey
|
$718K
|
-$14.5K
|
-131
|
-2%
|
|
|
1995
|
ERn Financial LLC
Middleton,
Wisconsin
|
$718K
|
+$362K
|
+3,263
|
+75%
|
|
|
1996
|
InTrack Investment Management
South Burlington,
Vermont
|
$717K
|
-$417K
|
-3,753
|
-33%
|
|
|
1997
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$716K
|
-$100K
|
-905
|
-11%
|
|
|
1998
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$715K
|
-$153K
|
-1,375
|
-15%
|
|
|
1999
|
|
$714K
|
-$58.6K
|
-528
|
-7%
|
|
|
2000
|
Symphony Financial
Houston,
Texas
|
$714K
|
+$829K
|
+7,465
|
New
|
|
